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Get info about your quarterly estimates and optimize your tax plan.
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Go to QuickBooksPlan for your business's future with your expert, at no extra cost.
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What's nextLearn about what benefits are included with your Expert 365 Business.
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Starting at $99/mo, you'll get tax planning, books, and taxes done for you. No commitment, cancel anytime.
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Update billing infoGet your taxes done with Expert Full Service Business
An expert preps, signs, and files your taxes—with audit protection included at no extra cost.
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Get startedExpert 365 Business is a year-round tax and bookkeeping solution powered by TurboTax Live Business and QuickBooks Live. Tailored for businesses, Expert 365 Business provides ongoing bookkeeping, year-end tax filing and tax planning. A dedicated expert partners with our business customers to manage tedious work like bookkeeping and tax prep while identifying future tax-saving opportunities and providing on-going tax guidance.
We support sole proprietorships and single-member LLCs. The service is coming soon for C-Corps, S-Corps, partnerships, and existing QuickBooks customers. Feel free to reach out to one of our experts today to learn more.
We've learned that every business has its unique way of working with accountants or managing financial needs. Expert 365 Business was designed to be a comprehensive, year-round solution for tax needs — from accurate bookkeeping, to tax preparation, and proactive tax advisory. For many small businesses, cost is often a deciding factor when it comes to working with accountants. That's why we're proud to offer our services for just $99/month for Sole Proprietors and LLCs, making year-round accounting more accessible than ever before. At the heart of it all is having a dedicated partner who truly understands your business and goals.
In addition to maintaining accurate books, our experts will proactively identify opportunities throughout the year to minimize your overall tax burden and provide tax planning guidance to ensure you get the best possible tax outcome.
Expert 365 Business is an integrated solution for your tax and bookkeeping needs, including year-end tax filing and year-round tax compliance. This includes quarterly tax estimates, and does not include sales and payroll taxes. The service also includes expert-led proactive tax advisory reviews, and accurate and up-to-date bookkeeping on a quarterly basis. You get unlimited year-round access to your expert to ask questions and ensure you stay on track.
Our tax experts have an average of 16 years of experience. When you connect with a business tax expert, you'll be able to see their specific credentials and experience. Our tax experts stand by their work and proudly offer personalized service. Every return filed with TurboTax Live Assisted Business through Expert 365 Business is backed by our Expert Approved Guarantee.
Yes! We will match you with a dedicated expert across bookkeeping and tax, serving as a trusted advisor as you grow your business.
You have unlimited year-round access to your expert for your tax filing, bookkeeping, and tax advisory needs. Your dedicated expert will also schedule your quarterly advisory session to review what's changed in your business, books, and tax planning recommendations.
In addition to filing your year-end taxes, our experts will help you with quarterly tax estimates and remain available year-round to assist with any tax questions you might have. Importantly, your dedicated expert will provide proactive and personalized tax recommendations such as a business entity evaluation to minimize your tax burden.
We've got you covered. If by chance you are audited, a dedicated expert will represent you and communicate with the IRS or state agencies on your behalf, at no extra cost. Learn more about audit defense here.
Experts are available to connect via phone, text chat, or live virtually, year-round. If your expert can't respond right away, you will get a response within 48 hours.
$0 for the first 30 days and then $99/month. The service for Incorporated businesses will be at a higher monthly price. Please check back on March 15, 2026.
You can cancel your Expert 365 Business service anytime at no cost.
Unfortunately, Expert 365 Business is not currently available for existing QuickBooks customers. Please check back in as we expand our capabilities!
Your expert will help you set up your account, transfer your books, and bring them up to date.
It's why we launched Expert 365 Business! When you meet with your expert, they will understand where you stand and explain their approach to getting you back on track.
You'll see and hear them, but they can only hear you.
We'll never ask for payment or sensitive personal data. Meeting may be recorded for quality purposes.