Taxstra

Helps customers make informed tax decisions with tailored projections, written recommendations, implementation support, and coordination with tax filing.

Receive CPA-reviewed individual and business returns that address complex income and state obligations, with secure filing and supporting records.

Keep books current and reconciled, improve financial visibility, and connect business records with tax preparation and planning.

Pay employees and contractors with payroll processing and tax filings coordinated with business records and tax returns under CPA oversight.

Helps established businesses assess cash, profitability, financing, and tax consequences before important operating and investment decisions.

Helps individuals and businesses manage state filing obligations, source income appropriately, and coordinate applicable credits across jurisdictions.

Coordinate S corporation decisions, payroll, records, and tax filings to help owners manage compliance and make informed decisions throughout the year.

Connect property records, rental operations, tax planning, and reporting to support informed decisions across acquisitions, ownership, and dispositions.

Plan equity decisions before they trigger taxes, address withholding gaps, and coordinate tax planning with preparation to reduce surprises.

Connect physician income, tax planning, and filing to help manage obligations across employment, independent work, practice ownership, and multiple states.

Get notices reviewed, deadlines tracked, and documented responses prepared, with authorized representation and support assessing tax-balance resolution options.

Helps property owners assess study economics, coordinate engineering work, and connect supported results with depreciation schedules and tax reporting.

Helps nonprofits manage tax filings and compliance requirements so they can protect tax-exempt status and focus on their mission.

Connect firm accounting, partner tax obligations, and year-round planning to support coordinated reporting and informed law firm decisions.

Tax planning and strategy

Taxstra’s CPA-led tax planning service helps high-income earners, business owners, investors, and professionals evaluate tax decisions before deadlines. The team compares options using current financial information, documents recommendations and projected effects in a written plan, and identifies implementation steps, responsibilities, and deadlines. Planning may cover entity structure, compensation, retirement contributions, real estate, equity compensation, charitable giving, and estimated taxes. Scheduled reviews update the plan as income and circumstances change. When tax preparation is included, the same team files returns to reflect planning decisions. Scope and fees are set in the engagement proposal.

Tax preparation and filing

Taxstra provides CPA-led preparation and filing of individual and business returns for clients with complex income, entities, property, equity compensation, or multi-state obligations. The service covers federal and required state returns, including S corporation, partnership, C corporation, and sole proprietor filings. Returns are prepared remotely through a secure portal, reviewed before submission, and supported by retained workpapers. The team coordinates related owner and entity records, K-1s, basis schedules, elections, extensions, and estimated payments within the agreed engagement scope.

Outsourced bookkeeping and accounting

Taxstra provides remote, CPA-led bookkeeping and accounting for businesses nationwide. Monthly bookkeeping includes transaction categorization, bank and credit card reconciliations, financial statements, and a year-end tax package, delivered through QuickBooks Online. Depending on scope, accounting services can add a controlled monthly close, controller review, management reporting, accounts-payable and receivables workflows, payroll and owner-activity accounting, and tax coordination. Historical cleanup is scoped separately when needed, and clients retain owner-level access and payment approval.

Payroll services

Taxstra provides full-service payroll for small businesses and S corporation owners, powered by ADP Run with CPA oversight through Accountant Connect. Taxstra helps with setup and monitoring, while ADP handles payroll processing, money movement, and automatic tax filings. Payroll information is coordinated with bookkeeping and tax returns, and ADP supports W-2 employees and 1099 contractors.

Fractional CFO services

Recurring financial leadership for established, owner-operated businesses that need analysis for cash, profitability, financing, and management decisions without hiring a full-time CFO. Taxstra can connect cash forecasts, profitability analysis, financing decisions, and tax planning. Depending on scope, deliverables may include a rolling cash forecast, profitability analysis, budget-versus-actual reporting, decision models, and management reviews. The proposal defines reports, models, meeting cadence, responsibilities, and separately scoped work. The service relies on accessible, reliable accounting records and agreed operating assumptions.

Multi-state tax services

Tax filing and planning for individuals and businesses with income, work, property, or operations in multiple states. Taxstra reviews residency, state sourcing, nexus, apportionment, filing requirements, and applicable credits, and prepares required state returns. Services can also address remote-worker withholding and business state registrations, based on the agreed engagement scope.

S corporation CPA services

Tax and accounting services for profitable owner-operated businesses considering or operating as S corporations. Taxstra models election timing and costs, documents reasonable compensation, coordinates payroll, tracks shareholder basis and distributions, and prepares corporate, owner, and applicable state returns. The remote, nationwide service can connect bookkeeping, projections, payroll coordination, and filings through one team. Scope, fees, timing, and ongoing support are defined in the engagement proposal.

Real estate investor tax and accounting services

Taxstra provides CPA-led tax planning, return preparation, and accounting for real estate investors, including owners of long-term and short-term rentals, BRRRR investors, and syndication investors. Services connect property-level books, depreciation, participation records, entities, partnerships, acquisitions, dispositions, and state filings. For short-term rentals, Taxstra reviews stay history, guest services, material participation, personal use, ownership, and applicable loss limits; reconciles booking-platform activity and maintains property-level reporting when bookkeeping is included. Depending on scope, work can include monthly bookkeeping, federal and state returns, Schedule E, partnership returns and K-1s, year-round projections, rental-loss analysis, and coordination with an engineering provider for cost segregation studies. Engagement scope, deliverables, and fees are defined in a written proposal.

• Organize And Reconcile Property Records
  Property-level records help investors review performance, connect booking activity with the books, and provide organized support for tax reporting and portfolio decisions.
• Track Property Basis And Depreciation
  Documented asset schedules support consistent depreciation reporting and provide an organized basis for evaluating cost segregation and potential tax consequences at disposition.
• Evaluate Rental Activity And Loss Treatment
  Reviewing operations, participation, and applicable limitations helps determine how rental activity should be reported and whether losses may be used currently or tracked for a future year.
• Coordinate Cost Segregation
  Coordination links engineering study results with property basis, depreciation records, and tax reporting; a study does not by itself establish whether resulting losses can be used.
• Plan Property Transactions
  Reviewing tax considerations before a purchase or sale helps investors understand how timing, depreciation, and exchange alternatives may affect the broader tax plan.
• Coordinate Rental And Partnership Returns
  Bringing rental and partnership reporting together helps connect property activity and K-1 information with the investor's related tax filings.
• Plan Taxes Throughout The Year
  Year-round projections and planning give investors a chance to review property-related decisions and tax considerations before relevant deadlines.
• Classify Property Expenses
  Consistent classification helps maintain tax records and distinguish expenses treated as repairs from improvements tracked as capital assets.
• Coordinate State Filings
  Coordinated state filings help address reporting requirements for investors with properties, entities, or partnership activity in multiple states.
• Review Property And Operating Facts
  Bringing property, ownership, and operating details together helps ensure tax analysis and reporting reflect documented facts.
• Define Services Before Work Begins
  Clarifies which properties, returns, and accounting tasks are covered and establishes deliverables and fees before work begins.

Equity compensation tax planning

Taxstra provides year-round tax planning and preparation for employees and executives with RSUs, ISOs, NSOs, ESPP shares, or equity-related liquidity events. The CPA-led service models vesting, exercises, and sales; addresses withholding, AMT, basis, and multi-state tax issues; and coordinates planning with tax return preparation as specified in the engagement.

Physician tax services

Tax planning and preparation for employed physicians, 1099 and locum tenens physicians, residents, partners, and medical practice owners. Taxstra coordinates income sources, business and personal returns, retirement and entity questions, and state filing obligations according to the engagement scope. Services include planning for W-2 withholding and benefits, 1099 estimated payments and deductions, multi-state income, practice ownership, and related tax filings.

IRS notice defense and tax resolution

Taxstra’s CPA-led service reviews IRS and state notices, reconciles them with tax returns, payment records, and IRS transcripts, and prepares documented responses before applicable deadlines. With authorization under power of attorney, Taxstra can handle IRS contact on a client’s behalf. For back taxes and collection matters, the firm helps assess resolution options such as installment agreements, offers in compromise, currently not collectible status, penalty relief, and lien procedures, based on the taxpayer’s circumstances and eligibility. Filing compliance can be coordinated with resolution analysis when returns are missing.

Cost segregation study coordination

Taxstra coordinates cost segregation studies with its engineering partner, Engineered Tax Services. The CPA team models whether a study may be worthwhile before it is ordered, reviews the report and its supported asset classifications, and connects eligible results with depreciation schedules and tax return reporting. For properties already in service, a look-back study may require Form 3115 and a Section 481(a) adjustment; accounting-method work is separately scoped.

Nonprofit tax and compliance services

Taxstra provides tax and compliance services for nonprofits, including Form 990 filings, review of unrelated business income tax exposure, and state charity registration support. The service also addresses nonprofit financial systems and compliance needs, including fund accounting for restricted and unrestricted funds, grant reporting requirements, audit coordination, and board financial oversight. Taxstra provides a compliance roadmap and identifies immediate risks after engagement.

Law firm tax and accounting services

Taxstra provides CPA-led tax planning, compliance, accounting, and partner coordination for solo attorneys and law firms. Services connect firm books and tax returns with partner K-1s, guaranteed payments, basis, estimates, retirement plans, and state obligations. The work can include entity and compensation analysis, monthly close and partner reporting, separate trust-account records, current-year projections, tax return preparation, and year-end planning. Engagements define the filing scope, accounting responsibilities, deliverables, and implementation owners. Tax and bookkeeping services do not replace legal ethics advice or a required trust audit.