Business checking
Know precisely what you’re earning, spending and saving
Business savings
Automated savings that earn you 1.00% to 3.00% APY¹
Profit First banking
Relay is the official banking platform for Profit First
Receipt Management
Capture and store receipts for safekeeping
Accounts payable
Review, approve and pay bills within business banking
Precision Tax Planners is a boutique tax strategy firm specializing in proactive tax planning, IRS resolution, and business tax preparation. We help small business owners and high-income individuals maximize tax savings through strategic guidance, ensuring compliance while minimizing liabilities. Our tailored approach includes in-depth onboarding, ongoing tax advisory, and seamless tax preparation, providing clients with clarity and confidence year-round. At Precision Tax Planners, we go beyond traditional tax services partnering with clients to create long-term financial success.
