For business owners and doctors
Proactive Tax Planning for Business Owners
Year-round tax support to help you reduce liability and make better business decisions.
"Most accountants don't bother to ask questions. Our team does."
— Dr. Beata Ligas, EA & the USBA team
📞 (201) 240-9816 · Mon-Fri 9am-6pm ET · Serving clients nationwide
Why business owners pick USBA
A tax advisor who actually picks up the phone
Year-round, not just April
We're proactive every quarter — quarterly estimates, mid-year strategy, year-end moves. No April surprises.
One trusted point of contact
You talk to a real person, not a chatbot or an overflow line. Same advisor, every call.
Strategy, not just compliance
Most CPAs file returns. We build a plan that actually lowers what you owe — legally, every year.
What we do
Four services. One trusted team.
Tax Planning & Strategy
Subscription tax strategy that minimizes what you owe. Year-round work, not April scrambling.
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IRS Representation
Got an IRS notice, audit, or collection letter? We stand between you and the IRS so you don't have to.
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Accounting & Bookkeeping
Clean books, monthly reconciliation, accurate P&L. Audit-ready records you can actually act on.
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Payroll
Compliance-safe payroll for W-2 and 1099, with quarterly and year-end filings handled.
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Plans & pricing
Three tiers. Pick the one that fits where you are.
Every plan is month-to-month, no long-term contract. Effective January 1, 2026.
Bronze
Individuals · Freelancers · New small business
Starting at
$650/mo
- ✓Bookkeeping & Recordkeeping
- ✓Corporate Tax Return
- ✓Retirement Planning
- ✓Basic Tax Planning & Strategy
- ✓Individual Income Tax Return
- ✓Itemized Deductions
- ✓Interest & Dividend Income
- ✓Business Profit/Loss
- ✓Capital Gains/Losses
- ✓Supplemental Income/Loss
- ✓Earned Income Credit
- ✓Credit for Elderly/Disabled
- ✓Household Income Credit
Silver
LLCs & growing small businesses
Starting at
$775/mo
- ✓Bookkeeping & Recordkeeping
- ✓Corporate & Partnership Tax Return
- ✓Payroll Processing
- ✓Advanced Tax Planning & Strategy
- ✓Individual Income Tax Return
- ✓Itemized Deductions
- ✓Interest & Dividend Income
- ✓Business Profit/Loss
- ✓Capital Gains/Losses
- ✓Supplemental Income/Loss
- ✓Earned Income Credit
- ✓Tax Projection (Oct/Nov)
- ✓Household Income Credit
- ✓Report of Foreign Bank & Accounts
- ✓2-hour IRS Representation
Gold
Established & scaling businesses
Starting at
$1,150/mo
- ✓Everything in Silver
- ✓Full Holistic Financial Planning
- ✓Monthly Financial Review w/ Reporting
- ✓Custom 5-Year Financial Model
- ✓Custom KPI Metrics Dashboard
- ✓Consolidated Forecasting & Reporting
- ✓Unlimited Scenario Planning
- ✓Growth Opportunity Identification
- ✓Payroll System Integration for Headcount Planning
- ✓6-hour IRS Representation
Not sure which fits? Book your complimentary consultation and we'll recommend a tier.
Pricing effective January 1, 2026 · Month-to-month, no long-term contract
Beata is incredibly knowledgeable and takes the time to actually explain what's happening with your taxes. She found deductions our previous CPA missed completely. Highly recommend.
Sai Tummala
via Google
Working with Beata has been a complete game-changer for our business. She's responsive, proactive, and saved us thousands the first year. Worth every penny.
Evelyn Donofrio
via Google
I have been a client for years. Beata is professional, thorough, and genuinely cares about her clients. She picks up the phone when we need her - rare in this industry.
Dawar Kazi
via Google
Beata's expertise in tax strategy is unmatched. She doesn't just file returns - she actually plans ahead so we're never surprised in April. Top tier.
Tim Sindlinger
via Google
Patient, knowledgeable, and very thorough. Beata explained our options clearly without any jargon. Felt like talking to a friend who happens to be a tax expert.
Maggie Page
via Google
Highly recommend USBA. Beata is professional, prompt, and saved us from a major tax headache. Will absolutely continue working with her.
Mary Dovel
via Google
EA + CPA
Enrolled Agent & Certified Public Accountant on staff
Nationwide
Serving clients in all 50 states
Year-round
Subscription tax strategy
Member of · Admitted to practice before the IRS
Ready to talk?
📞 (201) 240-9816 · Mon-Fri 9am-6pm ET
The team behind your books
Meet the people who actually do the work
Dr. Beata Ligas, EA
Founder & Lead Tax Strategist
Rosio Ibarra-Monarrez, CPA
CPA & Tax Advisor
Paul Wigg-Maxwell, ESQ
Independent Counsel · Wigg-Maxwell Attorney
Common questions
Before you book
Ready to get ahead of tax season?
Tell us about your situation. We'll call you back within one business day — no commitment, no sales pitch.