Book a time with our team.
A free 30-minute conversation with our team about your situation, service fit, and next steps. Choose a time below. Built for business owners, real estate investors, and high-income households who want more than a once-a-year return. No pressure or obligation.
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What to expect
Book a free 30-minute consultation with our team to discuss your needs, our services, and whether Taxstra is a fit. Tax advice, document reviews, and analysis require a paid engagement.
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.
Clients who get the most from Taxstra typically have business, rental, multi-state, or equity income, or a household return complex enough that proactive planning pays for itself. Simpler situations are welcome too; we'll match you to the right service level.
Questions we’ll answer
- What services do you offer and what level is right for me?
- What tax planning services does Taxstra offer?
- What will a tax planning engagement look like?
- How much will your services cost given my situation?
No judgment. No confusing jargon. Just clear, honest answers and a secure, digital-first process. If we’re not the right fit, we’ll tell you, and point you in the right direction.
1,000+
clients served
All 50
states, fully remote
Whatever you need, start here.
This call is for everyone. Whether you need a return filed, your books kept, a new entity set up, or a full tax strategy, it is the place to start. Individuals, families, and businesses of every size are welcome.
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.
The 30-minute roadmap.
Talking to a new accountant can be intimidating. Here is exactly what happens from the moment you book until we start working together.
Your Inquiry
Share a brief outline of your needs so our team can prepare to discuss our services.
Your Goals
Our team asks about your goals, the help you are looking for, and your timeline.
Service Fit
Minutes 15 to 30: we tell you honestly which engagement fits: proactive planning, monthly accounting plus tax, or preparation. If we are not the right firm for your situation, we say that too.
Onboarding & Launch
If we are a match, we discuss the proposal and onboarding process. Tax and accounting work begins under an agreed paid engagement.
Common questions.
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.
What should I have ready for the call?
No preparation is strictly required, but it helps to have a general idea of your current income sources, any business entities you own, and any specific tax concerns you want to discuss. We'll guide the conversation from there.
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?
We prepare returns, and we do our best work where there is real complexity: multi-state income, rental property, equity compensation, or a business entity. If your return is a single W-2 with the standard deduction, we will say so honestly on the call rather than sell you a service you do not need. The free consultation is how we match you to the right level.
Ready when you are.
Whatever you need, it starts with one conversation.