See if Taxstra is the right fit.
A free 30-minute call with our team about your needs, how we can help, and whether we are a good fit.
Taxstra is a CPA firm serving 1,000+ clients in all 50 states: tax planning, multi-state tax preparation, real estate and short-term rental strategy, equity compensation, S-Corps, and bookkeeping.
Book your free 30-minute tax fit callFit check before you book
- Best for: Business, rental, multi-state or equity income, or a return complex enough that proactive planning pays for itself.High-income W-2Physicians & locumsReal estate investorsBusiness owners
- Simple return? Welcome. Not everyone needs a full tax plan, and we will match you to the right service level, from straightforward preparation to year-round planning.
- Who you talk to: Our onboarding team. We may talk about your tax situation in general terms, but the tax plan and advice come after you engage, once we have the full picture.
- What you leave with: Which engagement fits, what it includes, and the fee range for it. If it is a fit, a tailored proposal follows.
Loading calendar
Calls may be recorded and summarized by an AI note-taker for our records. If you prefer we take notes by hand, say so at the start.
Prefer to talk right now? Call (217) 788-0750
5.0 from 113 Google reviews. 1,000+ clients. All 50 states.
How to prepare
The booking form asks about:
- Your income types: W-2, 1099, business, rental or equity
- Any business entities you own (LLC, S corp, partnership)
- Your projected income for this year
- Your state, plus any others where you earn income
- The services you want help with
- How you heard about us
Rough numbers are fine. You do not need to send documents for this call.
Your tax plan comes later
The call is not where you get a tax plan. We may talk through your situation in general terms, but we do not give advice until an engagement starts, because we would not have the full picture yet. Reviews of your returns or documents and savings estimates are part of the paid work too.
A note on how we work: tax preparation, monthly accounting, and entity setup are available on their own. Proactive tax planning comes paired with prep and ongoing support, so your strategy stays coordinated year-round.
1,000+
clients
All 50
states, fully remote
Four ways we help. The call finds yours.
Most clients come to us for one or more of these. On the call, our team matches you to the right one, or tells you plainly when a lighter service fits better.
Tax Preparation
Accurate, thorough filing built for complexity: multi-state returns, rental property, equity compensation, and business entities.
Monthly Accounting & Bookkeeping
Clean books, financial statements, and payroll handled for you, so you always know where you stand.
Entity Formation & Structure
Set up an LLC or S-Corp the right way, or fix a structure that no longer fits your business.
Proactive Tax Planning
Year-round strategy to legally lower what you owe, for anyone who wants more than a once-a-year return.
From booking to proposal.
Here is exactly what happens from the moment you book until we start working together.
You book
Pick a time and answer a few questions about your income, entities, and the help you want, so our team comes prepared.
Your situation
Our team asks about your goals, what is not working today, and your timeline.
Service fit
We tell you which engagement fits (proactive planning, monthly accounting plus tax, or preparation), what it includes, and the fee range for it. If we are not the right firm, we say that too.
Your proposal
If it is a fit, you get a tailored proposal. Tax and accounting work begins once you sign a paid engagement.
Common questions.
Does Taxstra handle multi-state returns and short-term rental tax strategy?
Yes. Taxstra prepares multi-state individual and business returns and plans short-term rental strategy, including the seven-day average stay test, material participation records, and cost segregation coordination. Book a free 30-minute consultation with our team on this page or call (217) 788-0750. The call covers your needs, our services, and fit; tax advice and document work begin after you engage the firm.
Is the initial consultation really free?
Yes. The free 30-minute consultation is with our team to discuss your needs, our services, and whether we are a fit. It does not include tax advice, document review, calculations, or a tax plan. Those services require a paid engagement. There is no obligation to hire us.
Will I get tax advice on the call?
Not specific advice. Our onboarding team may talk through your tax situation in general terms and walk you through which engagement fits, what it includes, and the fee range for it. We do not give advice until an engagement starts, because we would not have the full picture of your tax situation yet. Your tax plan, reviews of your documents or returns, and savings estimates are part of the paid engagement.
Is the call recorded?
Calls may be recorded and summarized by an AI note-taker for our records. If you prefer we take notes by hand, say so at the start.
Who is Taxstra the best fit for?
Households and businesses with business, rental, multi-state, or equity income, or a return complex enough that proactive planning pays for itself. That usually means high-income W-2 earners, physicians and locums, real estate investors, and business owners.
What should I have ready for the call?
The booking form asks about your income types, any business entities, your projected income, your state, the services you want, and how you heard about us. Rough numbers are fine, and you do not need to send any documents.
Do you work with clients outside of Illinois?
Absolutely. We work with clients in all 50 states. Our fully digital process means location is never a barrier, and we handle multi-state filings routinely for anyone with income or property in more than one state.
What if I just need tax preparation?
That is welcome. Tax preparation is available on its own, and not every client needs a full tax plan. On the call, our team matches you to the right service level, from straightforward preparation to year-round planning.
Sound like you? Pick a time.
A free 30-minute call with our team about your needs, how we can help, and whether we are a good fit.