Accountingfor what’snext.
Tax, bookkeeping, and planning for your working life and the business you’re building.
From a change in income to a growing business.
What’s your next move?
You don’t need to know which accounting service to ask for. Start with what’s happening in your life.
Choose a situation to see where to begin.
01My income changed.
A new job, freelance income, a rental, or a move to another state can bring new filing questions. Individual tax preparation is a place to start; planning can help with the decisions ahead.
02I work for myself.
Freelance projects, creative work, or your own practice: earning independently brings records to organize and tax questions to work through. Start with the books, your return, or both.
03I’m growing a business.
When the decisions get bigger, your financial picture needs to keep up. Connect reliable books with business tax, cash-flow forecasts, and advice that reflects how your business operates.
04I’m figuring things out.
Your first earnings, an unfamiliar payslip, or a child’s first paid project: there’s room to learn. Start with a few practical money concepts, with no account needed.
Tax, books,
and advice.
A single return or ongoing support. We’ll define the work around your situation and explain the fee before it begins.
Personal & business tax
Federal and state returns, with attention to the income, records, and filing requirements involved.
02Books you can work from
Bookkeeping, account reconciliations, and financial statements for a clearer monthly picture.
03Planning before the decision
Work through estimates, timing, and the tax implications of changes in your life or business.
04A wider view of your business
Budgeting, cash-flow forecasting, and financial guidance through fractional CFO support.
Also offering ITIN applications and renewals.
All services & how fees workA few of the businesses we work with
Three money basics.
A place to begin.
Get to know your payslip, work out the costs of a project, and build a recordkeeping habit. For first earners, curious business owners, and families.
What actually lands
in your account?
Get familiar with gross pay, take-home pay, and the details on a payslip.
Understand your payMoney coming in.
What’s left over?
A simple example to make the difference between revenue and profit click.
Work through the numbersFuture you will
appreciate the records.
A practical starting point for keeping track of income, expenses, and receipts.
Know what to keepBefore we
get started.
Do I need to know which service I need?
No. Tell us what’s happening and any deadline you’re working toward. We’ll help identify the relevant service and whether Fintaxe can help.
How will we exchange documents?
After we agree on an engagement, the client portal provides document exchange and e-signatures. Questions and the agreed work are handled through the client workflow. See how the process works.
How much will it cost?
The fee depends on the service, complexity, condition of your records, and whether you need one-time or ongoing support. Your engagement letter sets out the scope, timing, and fee before work begins. Read how fees are scoped.
Can I ask about filings in more than one state?
Yes. Tell us which states and filing needs are involved. We’ll confirm whether Fintaxe can take on the work before agreeing to an engagement.
What’s on
your mind?
Tell us a little about your situation. We’ll take it from there.