Taxes should not be something you think about only once a year.

The Davco Tax Advantage Program gives individuals, entrepreneurs, and small-business owners access to ongoing tax education, reminders, planning support, and professional guidance throughout the year.

Instead of waiting until tax season to discover missed opportunities or an unexpected balance due, members can stay informed, organized, and better prepared.

Choose Your Membership

Traditional tax preparation focuses primarily on reporting financial activity that has already occurred.

By the time a tax return is prepared, many planning deadlines may have already passed.

The Davco Tax Advantage Program is designed to help you take a more proactive approach by staying connected to tax information and planning opportunities throughout the year.

Membership may help you:

• Stay informed about important tax deadlines
• Prepare for estimated tax payments
• Understand how financial decisions may affect your taxes
• Organize your records before tax season
• Identify questions that should be addressed early
• Reduce the risk of last-minute tax surprises
• Receive year-round tax education
• Make better-informed financial decisions

The program does not guarantee a specific refund or tax savings. Its purpose is to help members stay prepared and engaged throughout the year.

An affordable option for taxpayers who want ongoing tax education, reminders, and general year-round support.

Membership may include:

• Monthly tax tips and educational updates
• Important federal and California tax-deadline reminders
• Quarterly estimated-tax reminders
• Year-end tax-preparation reminders
• Tax document organization guidance
• Access to member-only educational resources
• Updates regarding common tax-law changes
• Priority access to Davco announcements and programs
• General guidance regarding when professional tax assistance may be needed

Monthly Membership: $9

Annual Membership Option: $120

Join the Tax Advantage Program

A higher level of year-round support for individuals, entrepreneurs, and business owners who want more personalized guidance and frequent tax-planning communication.

Platinum membership may include:

• All benefits of the standard Tax Advantage Membership
• Enhanced tax-planning education
• Additional member resources and checklists
• Periodic tax-readiness reviews
• Priority scheduling for eligible services
• More frequent reminders and planning updates
• General guidance regarding estimated taxes
• Business-owner tax education
• Year-end tax-planning preparation
• Access to selected member consultations or review opportunities, as defined by the membership agreement

Monthly Membership: $19

Join the Platinum Program

Final benefits are subject to the current membership agreement and may be updated as the program develops.

The Davco Tax Advantage Program may be a good fit for:

• Individual taxpayers
• Self-employed individuals
• Independent contractors
• Gig workers
• Entrepreneurs
• Sole proprietors
• LLC owners
• S corporation shareholders
• Small-business owners
• Rental-property owners
• Taxpayers with multiple sources of income
• Individuals who frequently owe taxes
• Anyone who wants to become more proactive about taxes

You do not need to own a business to benefit from year-round tax education and planning reminders.

Tax situations can change throughout the year.

A new job, growing business, side income, investment sale, major purchase, or change in family circumstances may affect your tax position.

Waiting until the filing deadline may leave little time to respond.

Year-round support can help you identify important issues earlier and prepare for conversations with your tax professional before key deadlines pass.

Members receive practical tax information designed to make complicated topics easier to understand.

Educational topics may include:

• Federal and California filing deadlines
• Quarterly estimated taxes
• Business deductions
• Recordkeeping requirements
• Self-employment taxes
• Tax considerations for side businesses
• Business mileage and vehicle expenses
• Home-office considerations
• Retirement contributions
• Tax document organization
• Common tax-filing mistakes
• Year-end tax planning
• Business entity tax considerations
• Preparing for major financial transactions

Educational materials are general in nature and do not replace individualized tax advice.

Business owners, independent contractors, and taxpayers with income that is not subject to sufficient withholding may need to make quarterly estimated tax payments.

The Davco Tax Advantage Program helps members stay aware of estimated-tax deadlines and understand when a personalized tax projection may be appropriate.

Members may receive:

• Quarterly payment reminders
• Guidance on organizing income and expense information
• Information about federal and California estimated taxes
• Reminders to review income changes
• Guidance about when to schedule a tax-planning consultation
• 
  

Actual estimated-tax calculations may require a separate tax-planning engagement unless specifically included in the membership level.

Tax preparation becomes easier when records are organized before filing season begins.

Program members may receive reminders regarding:

• W-2 and 1099 forms
• Business income and expenses
• Estimated tax payments
• Charitable contributions
• Mortgage and property-tax records
• Education expenses
• Retirement contributions
• Health-insurance forms
• Investment activity
• Rental-property activity
• Business mileage
• Major purchases
• Prior-year tax notices

The goal is to help members gather information gradually rather than rushing at the filing deadline.

Small-business owners face tax responsibilities throughout the year.

Depending on the business, these may include:

• Income taxes
• Self-employment taxes
• Payroll taxes
• Sales taxes
• Estimated tax payments
• Business tax returns
• Contractor reporting
• Entity-level taxes
• California filing requirements
• Local business obligations

The Davco Tax Advantage Program provides education and reminders to help business owners remain aware of these responsibilities.

Bookkeeping, payroll, tax preparation, and individualized business advisory services are separate unless specifically included in the membership agreement.

Choose the standard Tax Advantage Membership or the Platinum Membership based on the level of support you prefer.

Provide your contact information, select your payment option, and review the membership terms.

Members receive tax education, reminders, resources, and program communications throughout the membership period.

When your situation requires individualized tax planning, bookkeeping, tax preparation, or advisory services, Davco Accountancy LLC can recommend the appropriate next step.

Unless specifically stated in the applicable membership agreement, the Tax Advantage Program does not automatically include:

• Preparation of federal or state tax returns
• Business tax-return preparation
• Bookkeeping services
• Payroll processing
• Tax-notice representation
• IRS or state audit representation
• Preparation of amended tax returns
• Detailed tax projections
• Legal advice
• Investment advice
• Unlimited consultations
• Guaranteed tax savings
• Guaranteed refunds

Additional professional services may be available under a separate engagement and fee agreement.

No. The program provides year-round education, reminders, and support. Tax-return preparation is a separate professional service unless specifically included in your membership agreement.

The program cannot guarantee tax savings or a specific tax result. It is designed to help members stay informed, organized, and prepared to identify planning opportunities.

Yes. The program may be especially useful for entrepreneurs, independent contractors, and small-business owners who have ongoing tax responsibilities.

Yes. Membership is available to individuals who want year-round tax education, reminders, and tax-season preparation support.

The standard membership focuses on essential tax education and reminders. The Platinum membership provides a higher level of resources, planning support, and priority benefits, subject to the current membership agreement.

An annual membership option may be available for the standard plan at $120. Current payment options will be shown during enrollment.

Cancellation terms, renewal conditions, and refund policies are governed by the membership agreement presented during enrollment.

Membership alone may not create a formal accountant-client relationship for tax preparation, tax representation, or individualized advisory services. A separate engagement agreement may be required.

General educational questions may be addressed according to the benefits of your membership level. Questions requiring research, calculations, document review, or individualized advice may require a separate paid engagement.

The level of consultation access depends on the membership selected and the current program terms. Additional planning services may be scheduled separately.

You should not have to wait until tax season to begin thinking about your taxes.

The Davco Tax Advantage Program gives you year-round access to tax education, important reminders, and proactive support designed to help you prepare with greater confidence.

$9 per month

Practical tax education, deadline reminders, organizational guidance, and year-round support.

Join for $9 Per Month

$19 per month

Enhanced resources, additional planning support, and priority membership benefits.

Join for $19 Per Month

Davco Accountancy LLC
Serving Moreno Valley, the Inland Empire, and taxpayers throughout California
Phone: 951-214-2058
Website: www.davcoaccountancy.com

The Davco Tax Advantage Program provides general tax education, reminders, and membership support. It does not guarantee a tax refund, reduction in tax liability, avoidance of penalties, or any other specific result.

Educational information is not a substitute for individualized tax, legal, investment, or financial advice. Tax preparation, bookkeeping, tax projections, tax-notice representation, and other professional services may require a separate written engagement and additional fees.

Program benefits, pricing, payment options, renewal terms, and cancellation policies are governed by the current membership agreement.