Tax Insider Club: subscription-based tax and accounting support in the US
Club
Tax Insider
What you get
as a club member
{What you get}
No more stress about deadlines, penalties, or additional forms
Peace of mind during tax season
A clear picture of your finances all year round
Peace of mind about city
and county taxes
Support whenever you have questions
Tax updates and
practical tips
Proactive alerts and business recommendations
Individual membership plans
{Individuals}
to join the club
Starter
Insider
Insider Pro
Business membership plans
{Business}
Start
Plus
Pro
Local tax & compliance shield
{Additional option}
Basic shield
Pro shield
Membership Bonus – «The art of expenses»
Starting a new business this year?
Message us on WhatsApp and briefly describe your situation
Lina will recommend the right plan during a brief consultation call
You'll receive access to your personal client portal and can start uploading your documents
Lina Kora –
your Financial & Tax Consultant
Frequently asked questions about subscription-based tax support
What is subscription-based tax support?
How much does Tax Insider Club membership cost?
Which plan should I choose as an individual?
Which plan is right for my business or LLC?
Do you work with clients in other states?
Who will handle my taxes, and what are their qualifications?
What is bookkeeping, and why does an LLC need it?
How can I get the "Art of Spending" course for free?
How can I get The art of business expenses course for free?
Who calculates quarterly estimated taxes?
What is local business tax, and what is a Statement of Information?
What does a new business need in its first year?
Source: IRS — Recordkeeping
Source: IRS - Understanding tax return preparer credentials
California Tax Education Council (CTEC)
Source: Los Angeles Office of Finance
California Secretary of State — Statements of Information
Source: IRS — Расчётные налоги
Source: IRS — Employment taxes
Ready to put your taxes in trusted hands?
Contacts
What is subscription-based tax support?
You pay a fixed monthly fee, and we manage your taxes throughout the year. We collect documents through your personal client portal, track income and expenses, calculate quarterly estimated tax payments, monitor deadlines, and file your tax returns. Having your taxes prepared just once a year doesn’t provide the same level of oversight. Errors and missed deadlines often go unnoticed until tax season.
How much does Tax Insider Club membership cost?
For individuals: Starter — $79, Insider — $179, and Insider Pro — $269 per month. For businesses: Start — from $350, Plus — from $550, and Pro — from $850 per month. The Local Tax & Compliance Shield add-on costs $29 or $49 per month. Government filing fees and taxes are billed separately.
Which plan should I choose as an individual?
Starter is ideal if you earn a salary and have 1–2 sources of income. Insider is designed for freelancers and individuals with investment or rental income. It includes monthly bookkeeping, quarterly estimated tax calculations, and a quarterly consultation with an expert. Insider Pro is tailored to more complex financial situations involving investments, multiple properties, or income from several states.
Which plan is right for my business or LLC?
Your plan is based on the size of your business, not its legal structure. Start is suitable for businesses with 1–2 people and no complex payroll requirements. Plus is designed for companies with 3–10 employees and regular payroll. Pro is intended for businesses with 10+ employees and significant revenue. All plans include monthly bookkeeping, the annual business tax return, and the owner's personal tax return.
Do you work with clients in other states?
Yes, we work with clients in every US state. State tax filings are tailored to your individual circumstances. If you have lived or earned income in multiple states, multi-state tax return preparation is included in the Insider Pro plan.
Who will handle my taxes, and what are their qualifications?
Your taxes will be handled by Lina Kora, a financial and tax consultant registered with CTEC and holding a PTIN and EFIN. CTEC registration means that a tax preparer is registered in California through the California Tax Education Council. A PTIN is required for professionals who prepare federal tax returns for compensation. An EFIN identifies an organization authorized by the IRS to electronically file tax returns. According to the IRS, CPAs, Enrolled Agents, and tax attorneys have unlimited representation rights before the IRS, including in audits, collections, and appeals.
What is bookkeeping, and why does an LLC need it?
Bookkeeping is the ongoing process of recording and tracking all business income and expenses. According to the IRS, proper recordkeeping helps you monitor income, track deductible expenses, prepare tax returns, and support the figures reported on them. The IRS requires employment tax records to be kept for at least 4 years.
Who calculates quarterly estimated taxes?
According to IRS rules, quarterly estimated tax payments (Form 1040-ES) are generally required if you expect to owe at least $1,000 in federal taxes for the year and your taxes are not sufficiently withheld from your wages. With the Insider plan, we calculate your payments and remind you of upcoming deadlines. With Insider Pro, we also submit the payments on your behalf.
What does payroll tax reporting include?
Employers must withhold federal income tax, Social Security, and Medicare taxes from employees' wages, pay their share of these taxes, and report them to the IRS. According to the IRS, payroll tax reporting includes quarterly Form 941, annual Form 940, and W-2 forms, which must be provided to employees and submitted to the Social Security Administration by January 31.
What is local business tax, and what is a Statement of Information?
Many cities require businesses to register separately and renew their local business tax registration annually. For example, businesses in Los Angeles need a Business Tax Registration Certificate. In California, a Statement of Information must be filed with the Secretary of State after a company is registered and then periodically according to the filing schedule. Failure to file may result in penalties from the Franchise Tax Board. Our Local Tax & Compliance Shield add-on helps take care of these requirements.
What does a new business need in its first year?
If you've just registered an S-Corp or LLC, we recommend starting with the Start plan and the Local Tax & Compliance Shield from your first month. A one-time initial setup fee also applies and covers obtaining an EIN, selecting your tax classification, and setting up payroll registration.
How can I get The Art of Business Expenses course for free?
After 3 months of active club membership, you'll receive free access to The Art of Business Expenses course. The regular price of the course is $490.