Tax Services

Tax Filings & Strategy that protects your profits.

We don't just file your returns; we optimize your tax position. Experience proactive tax planning and precision filing that keeps you audit-ready and maximizes your bottom line.

Business Tax Returns

Expert preparation for S-Corps, C-Corps, LLCs, and Partnerships with a focus on compliance and accuracy.

Personal Tax Filings

High-net-worth individual filing that integrates seamlessly with your business ownership for total tax efficiency.

Strategic Tax Planning

Proactive, year-round strategies designed to lower your effective tax rate before the year even ends.

Sales Tax & Nexus

Stay compliant across state lines. We manage economic nexus and automated sales tax filings for multi-state brands.

R&D Tax Credits

We identify and claim specialized credits for innovation, putting cash back into the hands of tech and manufacturing firms.

IRS Audit Defense

Sleep easy knowing we provide full representation and support in the event of federal or state tax inquiries.

The numbers behind our work

We’ve spent many years building accounting operations that works for real businesses. These numbers represent the scale and reliability we bring to every ledger we manage.

$1B

in total transaction processed last year

1k
+

small businesses served

100
+

5-star reviews from our clients

99
%

books closed by 10th of the month

A seamless Onboarding to Tax Strategy.

A simple path to tax compliance. We handle the filings and strategy, ensuring you maximize savings and stay audit-ready.

Let's Get Started
Comprehensive Tax Review

We analyze your prior three years of returns to identify missed opportunities and ensure your data is clean for the current year.

Strategic Projection

Mid-year and Q4 reviews to project your liability, so there are never any "surprise" tax bills come April.

Precision Execution

Final review and electronic filing of all federal, state, and local returns with secure digital copies stored for your records.

Industries

Specialized Tax for your industry.

Not every business is accounted for in the same way. We provide the specific expertise required to manage the unique revenue models, tax structures, and compliance standards of your niche.

Professional Services

Strategic tax planning and entity optimization for high-performing legal, medical, and consulting firms.

eCommerce & Retail

Advanced sales tax nexus management and inventory strategies for high-volume digital and physical brands.

Technology & Startups

Maximizing R&D tax credits and equity-based compensation strategies for high-growth tech and SaaS companies.

Real Estate & Investors

Complex depreciation schedules and 1031 exchange planning for high-performing real estate investors.

Manufacturing & Logistics

Optimized Section 179 deductions and domestic production incentives for high-output industrial and supply firms.

Construction & Trades

Specialized job-costing tax methods and multi-state compliance for high-performing contractors and builders.

Financial Analytics

Go beyond static spreadsheets with visual tools built for fast decision-making.

Financial Analytics

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Financial Analytics

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Wealth Management

Reporting for Total Tax Transparency

We provide a dedicated tax portal where you can track your liability in real-time. No more guessing how much to set aside for the IRS.

Quarterly Tax Projections
Estimated Payment Reminders
Annual Tax Savings Summary
Nexus Risk Reports
Document Vault Access

"The most patient financial gurus I have ever worked with. They understand and clearly communicate complex financial challenges and solutions in a practical and digestible way."

Matthew Newman, Founder
The Brand Pillars | Staffing | 

"Their expertise, attention to detail, and proactive approach made managing my financials seamless and stress-free. They not only ensured everything was accurate and on time but also provided valuable insights that improved my business decisions. Always responsive and clear in their communication"

Bobby Burton, Founder
eCommerce & FinTech
Custom Pricing Available

Your business deserves
a dedicated human team

We treat your business like our own. Our pricing ensures you always have a real person to talk to, offering the personal attention and insight needed to help your business thrive at every stage.

Professional Plan
$1,750
/ Per Year

Best for: Early-stage, pre-revenue, or low-spend businesses. Must be purchased with Revenu Accounting Subscription.

Get Started
Professional Plan:
1x Federal Corporate Income Tax Filing
1x State Corporate Income Tax Filing
Delaware Franchise Tax filing
1x Free Tax Extension
Limited to businesses spending <$500k/year or pre-revenue.
Commercial Plan
$2,450
/ Per Year

Established startups and mid-size, pre-profit companies. Must be purchased with Revenu Accounting Subscription.

Get Started
All Professional Plan, plus
City Income Tax filing
Up to 10 1099-NEC filings
Year-round dedicated team
Quarterly Strategy Sessions
Sales Tax & Nexus Analysis
Strategic Plan
Call us

High-growth or profitable businesses with high volume. Must be purchased with Revenu Accounting Subscription.

Get Started
All Commercial Plan, plus
R&D Tax Credit Study
Multi-State & Nexus Management
International Tax Compliance
IRS Audit Defense & Representation
Consolidated Multi-Entity Filing

Scale With Confidence, File With Certainty.

Tax laws change; your focus shouldn't. Join the founders who trust us to manage their global compliance, local nexus, and federal filings with precision.