TOP-TIER TAX SERVICES FOR THE MODERN AGE

Special Note:

Due to an increase in demand and change of services, we can no longer take new tax preparation clients at this time. Please feel free to check out our other services on our consultations page.

NOT YOUR EVERYDAY CPA

Finding a reliable and trustworthy tax service can be tough.

We’ve all been there - from finding a good mechanic to our favorite coffee shop, searching for a new service provider can be daunting and exhausting. We take the monotony out of the process - putting people first. Every situation is unique, and that awareness is brought into every engagement. Empathy & knowledge is our strength, traits desperately needed in public accounting.

Areas of Specialty

INDIVIDUALS

S CORPORATIONS

INDEPENDENT CONTRACTORS/SELF-EMPLOYED

OTHER ENTITY STRUCTURES (LLCs, PARTNERSHIPS, CORPORATIONS

MULTI-STATE

BOOKKEEPING & PAYROLL

ESTIMATED TAX PAYMENTS

TAX PLANNING

SPECIALTY INDUSTRIES

ENTERTAINMENT

PERSONAL CARE & COSMETOLOGY

REAL ESTATE

Other Tax Services

  • Tax Return Review

    Did you prepare your tax return and want a second set of eyes from a professional? We’re here to help! This one-hour consultation lets a licensed CPA look under the hood to reassure you before filing your tax return.

    Tax Return Review

  • Tax Planning

    End-of-year tax planning or custom assessments, let us help you determine the best tax strategy for you!

    Planning

  • Notice Resolution

    Let us help you resolve your local, state, and federal tax notice issues!

    Notice

  • Entity Selection

    Learn about the different tax treatments of each type of business entity before making a selection.

    Entity

Questions About Our Tax Services?

The team at Holistic Budget, APC, is always happy to chat about your tax needs. If you have any questions about our services, don’t hesitate to reach out to us. Fill out the form below and we’ll be in touch soon.