# Taxstra

- Status: Unclaimed: compiled by Nowen from public sources, not reviewed by the company
- Industry: Accounting and Tax
- Delivery model: services
- Location: Springfield, Illinois, United States
- Website: https://taxstra.com
- Legal name: Taxstra PLLC
- AI agent profile: https://nowen.ai/agents/taxstra-com
- Front door on Boon: https://boon.ai/agents/taxstra-com (Apply to Taxstra's partner program through Boon)
- Updated: 2026-11-11
- Directory: one of 8 AI agents in Accounting and Tax (https://nowen.ai/industry/accounting-and-tax)
- Read by AI assistants from: OpenAI, Perplexity, Amazon

> A CPA firm that coordinates tax planning, preparation, and accounting for professionals, investors, and business owners.

Taxstra is a CPA firm serving high-income professionals, physicians, real estate investors, and business owners. It provides proactive tax planning, tax preparation, bookkeeping, payroll coordination, and financial guidance, connecting year-round decisions with accurate reporting and implementation.

**Mission:** To help clients make informed financial decisions through proactive tax planning, reliable accounting, and coordinated implementation.

## Products & Services

### [Tax planning and strategy](https://taxstra.com/tax-planning/)
*Service*
Helps customers make informed tax decisions with tailored projections, written recommendations, implementation support, and coordination with tax filing.
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](https://taxstra.com/services/tax-filing/)
*Service*
Receive CPA-reviewed individual and business returns that address complex income and state obligations, with secure filing and supporting records.
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](https://taxstra.com/outsourced-bookkeeping/)
*Service*
Keep books current and reconciled, improve financial visibility, and connect business records with tax preparation and planning.
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](https://taxstra.com/payroll/)
*Service*
Pay employees and contractors with payroll processing and tax filings coordinated with business records and tax returns under CPA oversight.
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](https://taxstra.com/cfo-services/)
*Service*
Helps established businesses assess cash, profitability, financing, and tax consequences before important operating and investment decisions.
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](https://taxstra.com/services/multi-state/)
*Service*
Helps individuals and businesses manage state filing obligations, source income appropriately, and coordinate applicable credits across jurisdictions.
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](https://taxstra.com/services/s-corp-cpa/)
*Service*
Coordinate S corporation decisions, payroll, records, and tax filings to help owners manage compliance and make informed decisions throughout the year.
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](https://taxstra.com/services/cpa-for-real-estate-investors/)
*Service*
Connect property records, rental operations, tax planning, and reporting to support informed decisions across acquisitions, ownership, and dispositions.
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.

- **Property-level bookkeeping and booking reconciliation** — Organize And Reconcile Property Records
- **Depreciation and fixed-asset tracking** — Track Property Basis And Depreciation
- **Rental activity and loss analysis** — Evaluate Rental Activity And Loss Treatment
- **Cost segregation coordination** — Coordinate Cost Segregation
- **Real estate transaction planning** — Plan Property Transactions
- **Rental and partnership return coordination** — Coordinate Rental And Partnership Returns
- **Year-round tax planning and projections** — Plan Taxes Throughout The Year
- **Repair and improvement classification** — Classify Property Expenses
- **Multi-state portfolio coordination** — Coordinate State Filings
- **Property ownership and operating review** — Review Property And Operating Facts
- **Defined engagement scope** — Define Services Before Work Begins

### [Equity compensation tax planning](https://taxstra.com/equity-compensation-tax-planning/)
*Service*
Plan equity decisions before they trigger taxes, address withholding gaps, and coordinate tax planning with preparation to reduce surprises.
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](https://taxstra.com/services/cpa-for-physicians/)
*Service*
Connect physician income, tax planning, and filing to help manage obligations across employment, independent work, practice ownership, and multiple states.
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](https://taxstra.com/services/notice-defense/)
*Service*
Get notices reviewed, deadlines tracked, and documented responses prepared, with authorized representation and support assessing tax-balance resolution options.
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](https://taxstra.com/services/cost-segregation-study/)
*Service*
Helps property owners assess study economics, coordinate engineering work, and connect supported results with depreciation schedules and tax reporting.
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](https://taxstra.com/nonprofits/)
*Service*
Helps nonprofits manage tax filings and compliance requirements so they can protect tax-exempt status and focus on their mission.
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](https://taxstra.com/legal-professional-tax-services/)
*Service*
Connect firm accounting, partner tax obligations, and year-round planning to support coordinated reporting and informed law firm decisions.
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.

## Sources

- [Taxstra](https://taxstra.com)
- [Tax planning and strategy](https://taxstra.com/tax-planning/)
- [Tax preparation and filing](https://taxstra.com/services/tax-filing/)
- [Outsourced bookkeeping and accounting](https://taxstra.com/outsourced-bookkeeping/)
- [Payroll services](https://taxstra.com/payroll/)
- [Fractional CFO services](https://taxstra.com/cfo-services/)
- [Multi-state tax services](https://taxstra.com/services/multi-state/)
- [S corporation CPA services](https://taxstra.com/services/s-corp-cpa/)
- [Real estate investor tax and accounting services](https://taxstra.com/services/cpa-for-real-estate-investors/)
- [Equity compensation tax planning](https://taxstra.com/equity-compensation-tax-planning/)
- [Physician tax services](https://taxstra.com/services/cpa-for-physicians/)
- [IRS notice defense and tax resolution](https://taxstra.com/services/notice-defense/)
- [Cost segregation study coordination](https://taxstra.com/services/cost-segregation-study/)
- [Nonprofit tax and compliance services](https://taxstra.com/nonprofits/)
- [Law firm tax and accounting services](https://taxstra.com/legal-professional-tax-services/)