Tax readiness, made visible
Know exactly where your taxes stand.
TaxMiridian turns complex business finances into one clear readiness score, an estimated reserve, and the next actions to take—without adding another accounting dashboard.
Built for owners of S-corps, LLCs, partnerships, and complex independent businesses.
What to expect
Clarity without false certainty.
01
Plain-language status
Know whether you are on track and why.
02
Visible assumptions
See what data informs every projection.
03
Advisor collaboration
Share the signal, not a maze of reports.
From books to next move
Tax planning you can understand at a glance.
TaxMiridian condenses the signals scattered across payroll, bookkeeping, cash, documents, and deadlines into a practical monthly rhythm.
Your monthly signal
87
out of 100
You’re on track.
Two documents and one planning opportunity need attention.
This month
- Estimated reserve
- $18,400
- Next deadline
- September 15
- Missing
- 2 documents
- Planning opportunity
- $6,200
What changed?
A monthly explanation, not just a number.
Track shifts in revenue, payroll, reserves, deadlines, and open tasks so the score always leads to a useful action.
Built for advisors
Rank every client by urgency.
Accounting firms can move from inbox triage to a prioritized view of who needs attention, review, or reassurance.
One score. Three clear steps.
- 1
Connect or enter
Bring in bookkeeping, bank, and payroll information—or start with a few core business numbers.
- 2
See your score
Receive a readiness score, estimated tax range, next deadline, and the three issues that matter most.
- 3
Take the next move
Resolve missing items, adjust reserves, review planning prompts, and share the result with your advisor.
Pricing
Start with your number. Scale to your whole practice.
Straightforward plans for business owners and the accountants who guide them.
Free Score
A clear starting point for any owner.
$0
- Tax Readiness Score
- Estimated tax range
- Next deadline
- Top three issues
Pro
Ongoing tax readiness throughout the year.
$49/month
- Monthly tax projections
- Deadline and estimate reminders
- Document checklist
- S-corp payroll monitoring
- Deduction opportunity prompts
- What changed this month report
Advisor
A tax-readiness operating view for your client base.
$299/month
Starting price; capacity-based plans available.
- Client urgency dashboard
- Support for 50+ clients
- Firm-wide deadline visibility
- Readiness score sharing
- Prioritized review queues
- Advisor collaboration tools
Common questions
A score designed to start better conversations.
Know your number
Replace tax anxiety with a clear next move.
Get your readiness score, see what deserves attention, and bring a sharper question to your next accountant conversation.