Business Owners Doing $1M+ Per Year

If Your Business Does $1M+ A Year, We'll Save You At Least $100K In Taxes This Year, Or You Don't Pay

One team keeps your books, runs payroll, prepares your returns and carries out every tax move, so nothing falls between vendors.

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The Team Behind Your Taxes

Blend Wealth Welcomed 100 New Clients In 2025

100
new clients welcomed in 2025
3 CPAs
on the Blend Wealth team
Ex KPMG
our Chief Accounting Officer, Andrew Couch, CPA
$50M+
a year in income: businesses Jake Giroux, CPA, has prepared returns for

Is This You?

Who Is This For?

Who This Is For:

  • You own a business doing $1M or more a year in revenue.
  • You pay a bookkeeper, a payroll company and a CPA, but nobody is actually working on your tax bill during the year.
  • Your CPA files a correct return every spring, after the choices that set the bill were already made.
  • You end up carrying numbers between your bookkeeper, your payroll company and your CPA.
  • Nobody has checked in years whether your entity still fits the profit you make now.
  • You have a key hire, a vehicle or a machine, another office or an owner change coming in the next 12 to 24 months.
  • You want your books, payroll, returns and tax strategy handled by one team.

This Is Not For:

  • Businesses doing under $1M a year in revenue.
  • Employees and individuals who only need a personal return filed.
  • Owners looking for moves that skip the paperwork and wouldn't hold up if anyone asked questions.
  • Owners who only want a return filed once a year and nothing else.

100% Done-For-You

Here's Everything We Do For You

Here's how our accounting and tax team runs your books, payroll, returns and tax strategy as one job, all year long.

This Year's Bill Projected First

A CPA on our team estimates your projected tax bill from your own numbers, then shows you which strategies can still be put in place before year end.

Your Entity Reviewed

We review how your business is set up, and if restructuring makes sense, we guide you through it with our legal partners so the change is done properly.

Every Strategy Implemented

We quarterback each strategy we recommend and make sure its deadlines, documentation and requirements are met, like the job descriptions, time sheets and reasonable wages when your kids work in the business.

Books, Payroll And Returns

We keep your books, run payroll, post your financials every month and prepare your tax returns, so the return matches the plan because we're the ones filing it.

Planning Meetings All Year

We meet with you on an ongoing basis to go over tax strategies and new ways to lower what you owe, instead of one conversation after the year is already over.

Quarterly Estimates Handled

We handle your quarterly estimated tax payments, and when your monthly numbers show profit running ahead of plan, we adjust them before it turns into a surprise.

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Still On The Fence?

Frequently Asked Questions

Will you replace my bookkeeper and my CPA?+
Yes, the Pro plan is built that way. It includes bookkeeping, payroll, monthly financials and tax preparation along with the tax strategy, so the team that plans your year is the team that files your return. You stop being the person passing numbers between three vendors.
Is this aggressive tax planning?+
No. The moves that save a business your size the most are choices the tax code already allows: your entity, how owners and staff are paid, which retirement plan the business funds and when big purchases happen. What makes a strategy hold up is the setup, so we track the deadline, requirements and paperwork for every one.
Is it too late to do anything for this year?+
No, but options close as the year runs out. Owner pay runs through payroll, equipment the business needs has to be placed in service by December 31st, and 401(k) deferrals can only come from this year's paychecks. Some retirement plans can be set up after year end, and the savings show up when your return is filed.
What if you don't save me at least $100K?+
Then what you paid for our tax strategy work comes back to you. On the call we look at your returns and your latest P&L and tell you straight whether $100K is realistic for your company. If the numbers don't support it, you'll hear that before we hang up.
What does it cost?+
Our Pro plan for businesses doing $1M+ a year starts at $1,250 a month and covers your books, payroll, monthly financials, tax returns and the tax strategy work. After the call you get a customized proposal with the scope and the monthly fee before any work begins.
Who's on the team?+
Our team includes three CPAs. Andrew Couch, our Chief Accounting Officer, worked at KPMG before joining us, and Jake Giroux, one of our senior tax accountants, has prepared returns for businesses with more than $50M in annual income.
We're not in Indianapolis. Can you still work with us?+
Yes. Our office is at 9800 Crosspoint Blvd in Indianapolis, and we work with clients virtually all over the country. You can meet with us on Zoom or come into the office.
What happens after I say yes?+
You get a customized proposal, then we hold a kickoff meeting and get access to your books and financials. From there we keep the books, run payroll and start putting the strategies in place, with planning meetings through the year.
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One Last Step

Want To Know If $100K In Tax Savings Is Realistic For Your Business?

On the strategy call we look at your most recent tax returns, your latest P&L and who handles your books, payroll and returns today. When the call ends, you'll have a straight answer on whether $100K is realistic for your company.

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Any client results described on this page are not a guarantee of future results. Every tax situation is different, and outcomes depend on your income, structure and timing. This site is not affiliated with or endorsed by Facebook, Instagram, Google or any other advertising platform.