Precision Bookkeeping. Elite Tax Strategy. Full-Service Returns.

Our Services

The Taxman provides high-level bookkeeping, tax strategy, and full-service return preparation for entrepreneurs who demand precision and results. Every service is built around one goal: protect your profits and eliminate unnecessary tax.

 

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Bookkeeping & Financial Management

Monthly & Quarterly Bookkeeping

Premium bookkeeping designed to keep your business audit-ready year-round.

  • Transaction categorization

  • Monthly reconciliations

  • Profit & loss and balance sheet reporting

  • Cash flow insights

  • Estimated tax planning

  • Email support + advisory access

Catch-Up & Cleanup Services

For messy or behind-schedule books.

  • Multi-year cleanups

  • QuickBooks Online file reconstruction

  • Chart of accounts redesign

  • Vendor and customer organization

  • 1099 review

QuickBooks Online Setup & System Optimization

  • Full QuickBooks Online setup

  • Custom automations and bank rules

  • Payroll and payments integration

  • Ongoing oversight to keep data accurate

Tax Strategy & Consulting

Small Business Tax Strategy

       Advanced planning for:

  • Sole Proprietors
  • LLCs
  • Partnerships
  • S-Corps
  • C-Corps
  • Multi-entity structures


 Includes:

  • Vehicle and equipment strategies
  • Depreciation planning
  • Home office optimization
  • Retirement plan strategy (Solo 401(k) / SEP)
  • Quarterly tax projections

High-End Tax Consulting

      Perfect for businesses scaling or restructuring.

  • Multi-state and multi-entity planning

  • Real estate tax strategy

  • Section 179 and bonus depreciation mapping

  • Audit defense guidance

  • Business acquisition or sale planning

Tax Return Preparation

Business Tax Returns

  • 1120 (C-Corp)

  • 1120-S (S-Corp)

  • 1065 (Partnership)

  • Schedule C

  • Multi-state business returns

  • Rental real estate and K-1 reporting

Personal Tax Returns

  • Individual 1040

  • Joint returns

  • Real estate investors

  • Multiple income streams

  • Capital gains and investment reporting

  • IRS notices and amendments

Advisory & CFO-Level Support

Monthly Advisory

A proactive financial partner for business owners who want actionable insight.

  • Monthly or quarterly review meetings

  • KPI and profitability dashboards

  • Cash flow planning

  • Pricing strategy

  • Business structure evaluations

Fractional CFO Support

For businesses ready for strategic financial leadership without hiring full-time.

  • Forecasting

  • Budgeting

  • High-level tax positioning

  • Entity optimization

  • Integration with your bookkeeping and tax preparation

Industries We Serve

  • Contractors and trades

  • Realtors and real estate investors

  • Trucking and transportation

  • Landscaping and service providers

  • E-commerce and digital businesses

  • Consultants and freelancers

  • Dumpster rentals and logistics companies

  • Multi-entity entrepreneurs

Start With a Free Assessment

Stop guessing. Get the clarity, structure, and tax strategy your business deserves.

 

Book Your Consultation