A CPA Firm Rooted in
Springfield Values.
We combine the modern, digital-first convenience of a national firm with the handshake integrity of a local neighbor. Led by a former State of Illinois employee, we know this town inside and out — from the Capitol to the west-side medical corridor. No hourly billing. No surprise invoices. No waiting until April.
From State Service to Private Practice
Bryan Martin, CPA, MBA — the founder of Taxstra — spent years working for the State of Illinois. He saw firsthand the complexities of government finance, pension systems, and the unique challenges faced by public servants navigating SERS, SURS, 457(b) plans, and the state's deferred compensation options.
But he also saw a gap. Springfield is full of hard-working professionals — physicians at Memorial Health and SIU Medicine, state workers, contractors, entrepreneurs — who were being underserved by traditional "old school" accounting firms. They needed proactive strategy, not just a tax return filed in April.
So he built Taxstra. A firm that honors the Lincoln tradition of honesty and integrity while using cutting-edge technology to save clients money. We are a nationally licensed, fully remote-capable firm with a physical office on White Oaks Drive — real people you can meet with, combined with the digital tools that make working with us effortless from anywhere in Central Illinois.
State Employees & Retirees
We understand SERS, SURS, TRS, and the Illinois 457(b) plan. From pension distribution planning to Roth conversion strategies during your final working years, we coordinate your entire financial picture.
Learn morePhysicians & Medical Professionals
Serving physicians at Memorial Health, HSHS St. John's, SIU Medicine, and Springfield Clinic. We specialize in locum tenens taxation, K-1 income, retirement stacking, and high-income tax reduction strategies.
Learn moreSpringfield Business Owners
From contractors bidding on state projects to restaurants on Wabash Avenue, we optimize entity structure, handle Illinois PTET elections, run payroll, and maintain monthly bookkeeping for Springfield's business community.
Learn moreReal Estate Investors
Springfield rental property owners, STR operators, and buy-and-hold investors. We handle cost segregation coordination, 1031 exchange reporting, passive activity loss planning, and REPS qualification analysis.
Learn moreThe Taxstra Difference
No Hourly Billing
We quote a flat fee upfront. You never receive a surprise bill for a phone call, a quick email question, or a mid-year strategy meeting. Everything is included in your engagement fee.
Proactive Strategy
We reach out to you during the year — not just in April. Quarterly check-ins, mid-year tax projections, and year-end planning sessions are built into every engagement. Our clients know their estimated tax liability before December 31.
Local & Accessible
Our office is at 3201 W White Oaks Dr, Suite 401 — convenient to the west-side corridor and easy to reach from anywhere in Sangamon County. In-person, Zoom, and Google Meet all available.
Technology-Forward
Client portal through TaxDome for secure document sharing and e-signatures. QBO-based bookkeeping with real-time access to your financial data. Digital workflow that makes working with us fast and painless.
CPA + MBA + Real Estate Broker
Bryan holds a CPA license, an MBA, and a licensed real estate broker credential — a combination that is rare in the accounting world and uniquely valuable for clients who own investment property or are considering real estate as a tax strategy.
Nationwide Remote Capability
We serve approximately 1,500 clients nationally, which means our processes and systems are built for remote-first service. Whether you are in Springfield or have relocated to Chicago or out of state, we handle everything digitally without sacrificing the relationship.
Stop Guessing. Start Saving.
Schedule a free 30-minute strategy call to see how much you could save this year. No obligation, no pressure — just a clear picture of what proactive tax planning looks like.
Schedule Your Free CallHow We Work Together
Free Strategy Call
A complimentary 30-minute meeting at our Springfield office or via video to understand your situation — income sources, current CPA relationship, and goals for the year ahead.
Engagement & Onboarding
We provide a fixed-fee engagement letter, collect prior-year returns, and onboard you to the TaxDome client portal. Turnaround on onboarding is typically 48–72 hours.
Year-Round Advisory
Quarterly strategy meetings, mid-year projections, and proactive recommendations. We model the numbers before you make decisions — entity elections, equipment purchases, Roth conversions — so you know the tax impact in advance.
Tax Preparation & Filing
Accurate, on-time filing for your individual and business returns. We prepare the return, walk you through the numbers, obtain your e-signature, and file. You receive a copy of everything in your client portal.
Real Results in Springfield
State Employee — First Proactive CPA Experience
A SERS participant earning $88K from the State of Illinois with a $60K side consulting practice. Her previous CPA filed returns in April with no proactive contact. We elected S-Corp status for her consulting practice, funded a Solo 401(k), and implemented the Illinois PTET — saving $19,400 in the first year alone. She now receives a quarterly strategy call and projects her tax bill months in advance.
Annual Savings
$19,400
Downtown Business Owner — Entity Restructure
A Springfield real estate agent operating as a sole proprietor with $285K in commission income. Nine years of unnecessary self-employment tax. We elected S-Corp status, set reasonable compensation at $95K, and restructured her retirement contributions into a Solo 401(k). Combined annual savings from SE tax reduction and retirement deduction: $41,000.
Annual Savings
$41,000
Memorial Health Physician — Year-Round vs. April-Only
An employed Memorial Health physician earning $490K had used a national franchise tax firm for years. In our first year together, we implemented a backdoor Roth IRA, a real estate cost segregation study on two rentals, and quarterly estimated payment calibration. Total first-year savings vs. prior CPA approach: $34,000. He has not had an underpayment penalty since.
Annual Savings
$34,000
Resources for Springfield Taxpayers
S-Corp Tax Savings Calculator
See how much you could save with an S-Corp election.
How to Find a Tax Strategist Near You
What to look for in a proactive CPA — and questions to ask.
Marginal Tax Rate Calculator
Understand your federal and Illinois effective tax rates.
S-Corp Election Guide
A complete walkthrough of the S-Corp election process.
LLC vs. S-Corp
Side-by-side comparison of LLC and S-Corp taxation.
Serving Springfield & Central Illinois
Based in Springfield, IL, we serve clients in person and remotely across Central Illinois and beyond.
About Our CPA Firm
We are located at 3201 W White Oaks Dr, Suite 401, Springfield, IL 62704. You can reach us at (217) 788-0750. We are on the west side of Springfield, convenient to the White Oaks area and easily accessible from the Wabash corridor and Route 4. In-person meetings are by appointment, Monday through Friday.
Both options are available. Many of our Springfield clients prefer the convenience of Zoom meetings and our TaxDome client portal for document sharing. Others prefer in-person meetings at our White Oaks Dr office. We accommodate both styles and do not charge differently for either.
Yes — we take on new clients throughout the year, not just during tax season. Book a free 30-minute strategy call to discuss your situation and confirm we are a good fit. We limit new client intake to ensure existing clients receive full attention.
Three things: (1) Proactive advisory — we contact you during the year with tax-saving recommendations; you do not have to remember to call us. (2) Strategy-first — we look for legal tax reduction opportunities, not just accurate compliance. (3) Transparent pricing — fixed fees, no hourly billing, no surprise invoices. Most Springfield CPAs offer reactive compliance. We offer year-round strategy.
Yes. Most of our clients have both individual returns and business entities (S-Corps, LLCs, partnerships). We handle them together as a coordinated engagement — so your personal and business tax strategies are aligned, not filed separately by two different firms that never speak to each other.
We have specific expertise in SERS, SURS, and TRS pension structures, the Illinois 457(b) deferred compensation plan, and how these interact with Social Security and other retirement accounts. Our founder worked for the State of Illinois and understands this landscape directly. We help state employees optimize their 457(b) contributions, plan Roth conversions around their final working years, and coordinate the tax impact of pension distributions in retirement.
Ready to Upgrade Your CPA?
Join the hundreds of Springfield professionals who trust Taxstra with their financial future. Proactive strategy, flat-fee pricing, and a team that actually calls you first.