Services we offer

Experience unparalleled expertise with our bespoke tax preparation and planning service, designed for discerning individuals who demand precision and excellence. Trust in our commitment to delivering tailored solutions that safeguard your financial future with sophistication and care.

Individual Tax preparation
In-person or drop off

Individual tax preparation at Taxonomy combines precision, clarity, and forward-looking strategy to navigate your personal tax universe. We review income sources, deductions, credits, and life events to accurately calculate your federal and state filings, minimize liabilities within the law, and maximize refunds. Our process includes organized document collection, error-checked return preparation, e-filing, and year-round tax planning recommendations tailored to your financial orbit—whether you’re an employee, freelancer, investor, or retiree. We prioritize confidentiality, compliance, and opportunities to improve your tax position for the next filing season.

Tax planning

Tax Planning — $150/hourly

60-minute strategy session to lower taxes and increase after-tax cash flow.

Includes

  • 60-minute meeting with a certified tax specialist

  • Review of tax documents and past returns before the session

  • Personalized tax plan: deductions, credits, entity choice, retirement, estimated tax

  • Prioritized checklist with timelines

  • One follow-up email within 14 days

Benefits

  • Finds missed deductions and planning opportunities

  • Clear, practical steps to act on

  • Reduces audit risk and ensures compliance

  • Shows near-term cash-flow gains and long-term strategy

Why choose us

  • Space-grade precision: detailed analysis and clear big-picture plan

  • Concise, practical deliverables

  • Scalable recommendations, flat transparent fee

Ideal for small business owners who want to lower taxes and improve cash flow.

Bookkeeping

Bookkeeping at Taxonomy keeps your financial records precise, organized, and ready for strategic decisions. We track income, expenses, reconciliations, and monthly reporting so you always have a clear view of cash flow and tax-ready records. A one-time onboarding fee of $200 covers account setup, initial cleanup, and integration with your systems.

Contact us

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