Get the playbook to pay less in taxes

Get a personalized business tax plan to cut your tax bill by thousands… guaranteed.*
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What is the Tax Plan Playbook?

Here's a quick overview of our signature tax planning service...
  1. Tell us about your business and provide a copy of your most recent tax returns. We take the time to review your business situation and walk through those returns item by item. Next, we pinpoint tax strategies specific to your situation. Then, we tie it all together by creating a Tax Plan Playbook just for you.

  2. Once your Playbook is delivered, we schedule a telephone or video conference with you. We’ll review the Playbook together to discuss what we’ve discovered and answer any questions that you may have.

  3. Finally, you can choose which strategies you’d like to implement and decide if you will DIY or if you’d like us to help you nagivate through to the tax savings. We guarantee that our Tax Plan Playbook will find you at least the cost of the Playbook in tax saving strategies, or we will refund it’s cost.

Note: We also offer specific implementation and ongoing maintenance packages.

We're helping small business owners save thousands!

Are you a small business owner frustrated with the amount of taxes you owe every year? Do you feel like there’s nothing you can do to lower your tax bill? If so don’t worry, you’re not alone.

Many business owners share the same feeling and simply accept their tax burden as part of doing business. The tax code can be complex and confusing, making it difficult to know where to begin. On top of that, tax laws are constantly changing make it even more challenging to stay up-to-date. It’s just too hard!

With so much to keep track of, it’s no wonder small business owners feel overwhelmed and resigned to just paying their taxes without question. After all, you’re busy enough with your business. You don’t have time to become a tax expert!

Your accountant can't help

Unfortunately there’s a good chance your accountant can’t help you either. Think about this, when is the last time your accountant came to you and said, “Hey, here’s an idea I think can save you money.“? That rarely happens!

Why? Because most accountants (including CPA’s) typically spend all their time looking backward. That’s like driving a car using only the rear-view mirror.

They’re good at putting the “right” numbers in the“right” boxes on the “right” forms to get them filed by the “right” deadlines. But that’s where it ends.

They’ll help you record history… they won’t help you write it.

Most accountants idea of tax planning is really just tax projection. They’ll tell you what they think you’ll owe at the end of the year and call it planning and never bring you ideas on how to pay less.

But there's hope 🙂

If you really want to pay less, you need someone to help you look forward. You need an accountant to help you implement strategies for the year ahead. Someone who can help you write history as opposed to just recording it.

Here’s the truth: there are plenty of strategies and opportunities available for you as a small business owner, and they can help you save big money on your taxes.

You just need a plan, and luckily that’s where we come in. We’ve been helping business owners just like you save thousands of dollars in taxes each and every year.

Schedule a Discovery Call to see how we can help you too!

Our Tax Plan Playbook guarantee:

We are so confident our tax pros will find tax strategies that save your business thousands of dollars we guarantee it. If we don’t find savings equal to or more than the cost of the Playbook, we’ll refund the cost of the Playbook. It starts with a Discovery Call and it’s free.

Westcross Guarantee

Who is a good fit for our Tax Plan Playbook offer?

Our tax saving strategies aren’t for everyone, and that’s okay. Here’s who should get started:

You are a good fit…

You are not a good fit…

Some of our frequently asked questions.

The Tax Plan Playbook is our signature tax planning service at Westcross. The Tax Plan Playbook we create for you will be specific to your unique business and situation. The Playbook typically consists of 25 to 50 pages. We will deliver a hard copy to you by mail and a PDF copy via secure portal. We then follow up with a telephone or video conference to discuss what we’ve discovered and answer any questions you may have.

The cost varies depending on the complexity of your business, industry, and situation. It’s important to know that if we don’t find tax strategies that if implemented will save at least the cost of the Playbook, we’ll refund your money and you still get to keep the Playbook we’ve created. That’s a 100% return on your investment in the first year or your money back.

Yes! We guarantee that if we can’t find tax saving strategies that if implemented will save you the cost of the Playbook (or more) in taxes in the first year, or we’ll refund the cost of the Playbook and you can keep it for free.

Traditional tax preparation services focus on preparing and filing tax returns, not on how you can pay less tax. The Tax Plan Playbook, on the other hand, is a proactive approach that looks at your business and unique situation as a whole to identify potential tax savings opportunities. We’ve specifically designed a Tax Plan Playbook for small business owners. It’s a comprehensive tax planning strategy that helps you save money on taxes and maximize your profits.

There is no limit to how much you can save with our tax planning strategies. However, we have found our average small business owner over $10,000 in annual tax savings using the Tax Plan Playbook. Our goal is to help you stop overpaying your taxes and keep more of your hard-earned money.

We recommend reviewing your tax plan annually or whenever there are significant changes in your business or financial situation. This ensures that you are always taking advantage of current tax laws and maximizing your savings. We offer specific implementation and monthly maintenance packages that include annual Tax Tune-Ups to make sure that our clients are always up to date on all of their tax saving opportunities.

No problem! Our tax experts will guide you through the tax planning process and explain everything in simple terms. We want you to feel confident and informed about the potential tax strategies available to you. And if needed, we also have monthly services to take care of any compliance requirements of the tax strategies you implement in your business.

Have a question that wasn’t answered here, or you’re simply ready to get started now? Feel free to set up a Discovery Call to see how much we can save you.

Some of our Google reviews:


I have used Westcross for years now, they are consistently great! The work is done right, and quickly, and the pricing is fair! Kym is also very nice too!

~ Kevin McDaniel


Westcross and Kym do an excellent job. They keep you informed throughout the entire tax year and are quick to respond. I would highly recommend them.

~ Chris Longworth


Wish I would of switched to Westcross sooner! Took the stress out of me doing my taxes. Very pleased with how knowledgeable and punctual they were with me and my business. Highly recommend.

~ Keaton Mauldin


The Westcross team is very professional and pays attention to the details which helps us save time and money. We have enjoyed working with them and especially like the personal tax video that they send you along with your return. It helps you to understand what’s going on with your Tax Return and answers most questions you might have.

~ Rocket Diner 321

We have been using Westcross for about 10 years I believe. While our business has grown, the headaches of doing book keeping and taxes has not as Kym and her team have been there to support us and lead us through it all. They are responsive and thorough, timely and strategic. I couldn’t ask for anything more in an accounting firm. I always feel confident that what I submit is accurate and legally correct thanks to Kym. I definitely recommend them!!

~ Rhoadsie-


Kym has done my business and personal returns the past 3 years, always an easy, professional process, saves me a ton of headache each year! Highly recommend

~ Lucas Durham


Kym and her team are great to work with and will guide you through the process. The online portal makes everything accessible and efficient. Westcross is truly a life saver and a weight off my shoulders knowing that our numbers are in good hands. Thank you Kym and the Westcross team for all you do to keep me sane:)

~ Jen D.


Kym at Westcross is the best. I have been using them to do my personal and business taxes for over 8 years. I would highly recommend them for taxes. They are very friendly and highly knowledgeable. Definitely 5 ⭐️ star service provided.

~ David Wilkinson