TAX SERVICES
FOR THE MODERN AGE
NOT YOUR EVERYDAY CPA
Finding a reliable and trustworthy tax service can be challenging.
We’ve all been there—finding a good mechanic or our favorite coffee shop can make searching for a new service provider feel daunting and exhausting. We eliminate the monotony of the process by putting people first. Every situation is unique, and we bring that awareness into every engagement. Empathy and knowledge are our strengths, traits that are desperately needed in public accounting.
ARE WE A FIT?
Selecting the right tax professional involves many considerations.
If you are unsure, here are a few to consider before you hire me.
We will be a good fit if:
You want to ethically report your income and expenses following the Internal Revenue Code.
You want to learn more about the U.S. tax system and how it applies to your situation.
You believe there is a greater purpose to your work or life mission and are looking for a professional committed to helping you navigate your aspirations.
AREAS OF SPECIALITY
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
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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.
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Tax Planning
End-of-year tax planning or custom assessments, let us help you determine the best tax strategy for you!
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Notice Resolution
Let us help you resolve your local, state, and federal tax notice issues!
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Entity Selection
Learn about the different tax treatments of each type of business entity before making a selection.
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.