Clicky

Carry VIP

Maximize Your Savings with Carry VIP's Expert Tax Strategies and Full-Service Filing

Carry VIP is a done-for-you tax service for business owners and professionals with $200k+ in net annual income. We help you proactively plan to pay less in taxes, can support with bookkeeping services, and file your personal and business tax returns for you. Carry VIP costs between $750-$1,500 a month and can be a business expense!

What Carry VIP Includes

Proactive Tax Planning

Unlike traditional CPA firms that simply file your returns for you, we strategize on how you can reduce your tax bill and then work with you to implement it throughout the year.

Business Bookkeeping

Keeping track of your business expenses is vital, and we understand that - we can provide high quality monthly and catch-up bookkeeping for your business.

Tax Return Filing

We are a team of licensed tax professionals and can file all your tax returns for you - both personal and business.

Why become a Carry VIP?

We’re glad you asked! The Carry VIP team has developed a unique tax-saving framework designed to optimize your savings. By leveraging over 25 custom strategies, we've saved our VIP clients an average of $15,000 annually. Unlike typical firms that only contact you in December or planners without insight into your daily operations, our proactive system ensures year-round tax-saving opportunities.

We take care of everything related to your taxes and business bookkeeping, so you may rest easy knowing that you’re paying only what you owe in taxes - not a penny more. Join Carry VIP and experience the difference of a strategic, personalized tax plan.

Discover why our customers trust Carry

"I am in *heaven* with Carry. Payroll deduction to my Solo 401k and then automatically invested. You solved the use case that matters most. If i wasn’t running my own startup, I’d want to work with you all."

Cheryl Kellond, Carry Customer

"Major shoutout to my tax strategist from [Carry]. She crafted for me a 32-page tax and financial plan that outlined insurance, retirement, and how to achieve my LT goals."

Austin Hankwitz, Carry Customer

"Thanks so much. I reviewed my financial plan and it provided a lot of guidance and things to think about in terms of my long-term goals."

Sherrell Dorsey, Carry Customer

"It was one of the first platforms I’ve seen that specifically targets and helps solopreneurs, s-corp owners, self-employed, and gives them an all-in-one platform to easily manage retirement and tax saving strategies and accounts. I once tried to open a Solo 401k with [Other Provider], and it was a daunting task. Carry was a few clicks."

Nick Chester, Carry Customer

"I love Carry so much. It was so easy to set up my Solo 401k (which if you’ve ever tried to do that, it’s not always super simple) and inside I was able to invest in a ton of different ETF options"

Erin Confortini, Carry Customer

Questions before joining?

What can Carry VIP do to save me money on taxes?

We have identified 25+ tax-saving strategies for individuals and business, including:

  • Evaluating and setting up the best structure for your business
  • Figuring out exactly how much you should be paying yourself Setting up the best retirement accounts based on your eligibility and calculating exactly how much to contribute and to what category
  • Optimizing your Qualified Business Income (QBI) deduction
  • Minimizing retained earnings and dividends
  • And more!

In addition to all of this, Carry VIP closes the loop by filing the tax returns you need and performing your monthly bookkeeping.

What is Carry VIP?

Carry VIP is our premium service for business owners that earn $200K+ in net income to optimize their taxes.

We help you with proactive tax planning, optimization and filing your personal and business tax returns to reduce the amount you pay in taxes.

What does Carry VIP include?

Our goal behind Carry VIP is to set you up for tax savings on autopilot. For most business owners with $200K+ in net income, the subscription fee should more than pay for itself with increased savings.

The specific services this includes:

  • Proactive tax planning
  • Bookkeeping (if you don’t already have a solution)
  • Tax filing for both your individual and business return
  • Strategies to help you optimize your salary for tax reduction with retirement plans and health insurance
How much does Carry VIP cost?

Carry VIP is a premium service and works out to $750-$1,500 a month based on complexity.

If you own a business, you can likely pay for this with pre-tax business income!

How do I learn more if Carry VIP is a fit for me?

We’re only onboarding a handful of customers every month so we’re focusing on finding customers that would benefit the most.

If you would like to apply, you can use this link.