Contacting Taxonomy is simple and fast — like sending a message across the stars.

Phone: Call our office during business hours for immediate assistance. If we’re with a client, leave a detailed voicemail and we’ll return your call within one business day.
Email: Send questions, documents, or appointment requests to our secure inbox; expect a reply within one business day.
Online form: Fill out a brief intake form on our site to request a consultation. Provide preferred times and a short description of your needs, and we’ll confirm within 24 hours.

Need immediate help? Indicate “urgent” in your message

At Taxonomy, we navigate the financial cosmos with precision and clarity—offering expert bookkeeping, tax preparation, and strategic tax planning designed to keep your business on a steady trajectory.

Bookkeeping

Meticulous day-to-day recordkeeping that ensures transaction accuracy, timely reconciliations, and clean financial statements.
Customized chart of accounts and scalable systems tailored to your industry and growth stage.
Automated workflows and regular review cycles that reduce errors, improve cash-flow visibility, and free you to focus on core operations.
Compliance-ready records that simplify audits and lending requests.

Tax Preparation

Accurate, timely preparation and filing of federal, state, and local returns for businesses and individuals.
Identification and documentation of all eligible deductions and credits to minimize tax liability while staying fully compliant.
Comprehensive review process and quality controls to reduce risk of IRS notices and penalties.
Clear, plain-language explanations of filings and outcomes so you understand what was filed and why.

Tax Planning

Proactive, year-round tax strategies that align with your business objectives and growth plan.
Scenario modeling and cash-flow forecasting to evaluate the tax impact of decisions—entity selection, capital investments, payroll changes, and exit planning.
Coordination with advisors (legal, financial, and payroll) to implement integrated tax-efficient solutions.
Ongoing monitoring of legislative changes and tax code developments to seize savings opportunities and avoid pitfalls.

Why Taxonomy

Deep technical expertise combined with a client-first approach: we translate complex rules into clear actions.
Scalable services for startups, growing companies, and established enterprises.
Technology-forward operations that balance automation with human oversight.

Space comparisons

Like a precise orbital calculation, our bookkeeping keeps your accounts in exact alignment so nothing drifts off course.
Our tax planning is mission control for your finances—anticipating gravitational pulls (tax changes, cash needs) and charting the most efficient route to your objectives.

Clear. Calculated. Compliant. Taxonomy brings professional stewardship to your financial universe.

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Elevate Your Financial Future with Expert Tax Services

Services we offer

Individual tax preparation
(In person/Drop off)

Income Tax Preparation — Navigating Your Financial Orbit

Comprehensive individual returns — federal, state, multi‑state, amended, and prior‑year filings. Specialized in rental and investment income, capital gains, stock options/RSUs, crypto, K‑1s, international income and foreign tax credits, and complex itemized deductions. Audit‑ready documentation and examination support.

Why we’re different

Precision: Senior review of every individual return to reduce risk and maximize compliant savings.
Strategic planning: Multi‑year optimization (income timing, retirement contributions) for long‑term stability.
Clarity: Complex rules explained plainly with clear trade‑offs and next steps.

Pricing Fixed‑fee packages based on complexity; starting prices provided for common individual engagements.

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Bookkeeping

Tax planning is the navigational chart for your financial universe. Our expertise identifies timing, deductions, credits, entity selection, and cash‑flow strategies that legally minimize tax burden and reduce audit risk. When planning and returns are aligned, preparation is faster, filings are accurate, and year‑end surprises are rare—keeping your financial trajectory steady and predictable.

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Tax Planning

Bookkeeping Expertise — Precision for Your Financial Orbit

What we do

Full‑service bookkeeping: transaction categorization, reconciliations, payroll coordination, financial reporting, and month‑end close.
Industry‑aware workflows tailored to your business size and cadence.

Pricing & fees

Onboarding fee starting at $200, transitioning to a monthly service fee based on company size and transaction volume.
Additional one‑time fees apply for prior‑period cleanup or remediation work.

Value & length of service

Ongoing monthly engagements designed for continuity — from startup cadence to enterprise scale.
Deliverables: timely monthly financials, actionable cash‑flow insights, and clean books that streamline tax prep and strategic planning.

Why we’re different

Scalable service model that grows with your business and minimizes surprises at tax time.

Ready for lift‑off

Clear pricing structure, measurable monthly deliverables, and expert cleanup when needed — so your finance function becomes a reliable navigation system.

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Reserve an appointment

Navigate the intricate world of taxes with unparalleled expertise by booking an appointment with our distinguished advisors. Secure peace of mind and elevate your financial strategy with personalized, meticulous tax planning tailored just for you.