Hey! We're a tax strategy service for business owners — powered by AI, backed by licensed pros. Most accountants look backward at a year that's already over. We look forward, at the moves you can still make.
How does it actually work?
Five steps:
Answer a few quick questions about your business.
Book a call — we'll talk through your situation, fit, and pricing.
Meet your Tax Valet, your dedicated point of contact.
Send over your documents.
Get your strategy — plus a plan to actually implement it.
Using HeyDrew
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What do you need from me to get started?
Prior-year returns, your entity details, and a picture of how money moves through your business. Your Tax Valet sends an exact checklist — no guessing.
How do I reach my Tax Valet?
Message them right from your portal. You’ll hear back within a couple of hours, usually sooner.
Where do my documents live?
In your secure client portal. Upload once, and your whole team can see what they need.
Is my information secure?
Encrypted in transit and at rest, with access limited to the people actually working your account. Your Tax Valet and the tax professionals on your account — nobody else.
Do you sell my data?
Never. We don’t sell it, rent it, or share it with advertisers. And we won’t use or disclose your tax information beyond preparing your return without your written consent.
What if I don't submit anything this year?
We don’t cancel on you. We roll your engagement into the following year.
What kinds of businesses is this for?
S-Corps, LLCs, partnerships, and self-employed folks with real complexity — multiple income streams, property, equipment, or a growing team.
Taxes
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Do you file my return, too?
Yes, filing is available. Licensed professionals handle everything that requires a license.
Can you guarantee I'll save money?
No — and be skeptical of anyone who says otherwise. What we guarantee is that we’ll look at every strategy you legitimately qualify for and show you the math.
Will these strategies raise my audit risk?
We only recommend strategies you actually qualify for, and we help you build the documentation to back them up. Defensibility is the whole point.
What if I'm behind on prior years?
We can help you catch up. Bring it up on your call.
I have multiple entities and multiple states. Can you handle that?
Yes. Tell us the full picture on your call so we scope it right.
Is my strategy custom, or a template?
Custom. It’s built from your numbers, your entity structure, and your goals.
Pricing & Benefits
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How much does it cost?
Pricing depends on your entities and complexity, so we cover it live on your call — no surprises, no fine print. You’ll know the full number before you commit to anything.
Why isn't pricing on the site?
Because a single number would be wrong for most people who read it. Five minutes on a call gets you a real answer instead of a range.
How is it billed?
Annual, paid upfront.
Does it renew automatically?
Never. We reach out about 30 days before your anniversary with your options.
What's included?
Your Tax Valet, your strategy build, implementation support, and year-round access. Your call covers exactly what’s in your program.
Bookkeeping & Payroll
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Do you do more than tax strategy?
We do. Bookkeeping and payroll both live under the same roof, with the same Tax Valet coordinating.
Why would I add bookkeeping?
Because strategy runs on clean books. If your categorization is a mess, so is every number we’re planning around. We handle the monthly work so the strategy holds up.
Can you run my payroll?
Yes — with an in-house payroll specialist. That matters most if you’re an S-Corp owner: paying yourself the right way is a strategy decision, not just a paperwork one.
Do I have to add these to work with HeyDrew?
Nope. Tax strategy stands on its own. Add bookkeeping or payroll whenever it makes sense — mid-year is fine.
What do they cost?
Depends on your volume and how many entities you’re running. Your Tax Valet scopes it and sends you an invoice directly — no packages you have to decode.
Who actually does the work?
Dedicated bookkeeping and payroll specialists. Your Tax Valet stays your single point of contact, so you’re not chasing three inboxes.
