Overpaying Taxes? Let's Plan Your Strategy.

We simplify bookkeeping, tax strategy, and CFO insights so you can scale your business fast.

Marty’s Malt Shop

Can you fix our books and lower our taxes?

Steve @ Taxnality

Absolutely. We’ll handle both.

Marty’s Malt Shop

Can you fix our books and lower our taxes?

Rating 4.5
1,254+ Reviews

Serving the U.S. Proudly

1980

Meet David, founder of Taxnality here to save you from tax law

The do-it-all tax pros out there often don’t understand the nuances of specific types of taxpayers and the specific strategies available to them, nor their unique compliance requirements.

Expert Tax CPAs for

  • 1031 Exchange

  • Rental Properties

  • Stock Compensation

  • Foreign Tax

  • Estate & Trust Planning

  • Military

  • Cryptocurrency & NFTs

  • Multi-State Filings

93%

Net Promoter Score

747+

5 Star Review

90%

Rentention Rate

Looking for ongoing support?

Monthly bookkeeping, payroll cleanup & proactive tax planning for growing businesses.

Solutions That Keep Your Business
Financially Strong

One dedicated team for bookkeeping, tax filing, payroll, and CFO-level strategy, all tailored around your
specific business goals. 

Business Tax

Business returns filed correctly for your specific entity type.

CFO Services

Strategic financial planning without a full-time CFO salary.

Individual Tax

Payroll Services

Strategic financial planning without a full-time CFO salary.

BookKeeping

Monthly reconciliation and clean books, so you always know exactly where your business truly stands.

Who Taxnality Supports

Every industry runs on different numbers. Taxnality builds tax and accounting
strategies suited to how your business operates.

Real Estate

From 1031 exchanges and depreciation strategy to entity structuring and multi-property portfolio reporting, we handle the financial complexity behind buying, holding, and scaling real estate investments.

Healthcare

We reconcile insurance reimbursements, structure provider compensation, and manage payroll across employed and contracted staff at your practice.

Startups &
Entrepreneurs

We help you choose the right structure, track burn rate, and stay ready for your next funding round, from your first sale onward.

Small Businesses

We keep your books current, your filings accurate, and your tax strategy proactive, so your business grows without financial surprises.

AI & Technology

Tax & Accounting Expertise for a Variety of Industries

Every business is unique. When it comes to tax laws and creating insightful accounting, this couldn't be more true.

The Minds Behind Your Numbers

Our credentialed CPAs and seasoned financial advisors bring decades of multi-
industry experience to help your business thrive and scale.

  • Mark Flint

    CPA

  • Mark Flint

    CPA

  • Mark Flint

    CPA

  • Mark Flint

    CPA

How We Simplify Your Finances

We make financial management effortless with a streamlined, four-step approach tailored specifically to your business.

Book Your
Consultation

Tell us about your business, your current financial setup, and clearly define what you need help with most right now.

Consultation

Get Matched
With A CPA

We assign a dedicated advisor who genuinely understands your industry, your entity type, and your specific situation.

CPA Match

Securely Connect
Accounts

You link your bank accounts and financial documents through our encrypted client portal, entirely at your own pace.

Connect Accounts

Receive Ongoing
Support

We handle your books, filings, and financial strategy going forward, with clear reporting delivered every single month.

Ongoing Support

Choose the Plan Your Business Needs

Choose flexible advisory packages tailored to your current size, transaction volume, and strategic tax
needs with zero hidden fees.

Individual

Professional 1040
Preparation

For taxpayers with straightforward income and deductions.

INCLUDES:

  • Unemployment income
  • Standard or itemized deductions
  • Education-related tax benefits
  • Child & dependent tax benefits
  • CPA-prepared tax return
  • Professional review before filling

$99

+State return additional

Applicable state retube fled FREE

Family

Family & Home Tax
Services

For taxpayers with families, homeownership, and additional deductions.

INCLUDES:

  • Homeownership & mortgage items
  • Child & dependent care
  • Health Savings Account (HSA)
  • itemized deduction analysis
  • Education credits & deductions
  • Multiple income sources
  • CPA tax planning review

$149

+State return additional

Applicable state retube fled FREE

Investor

Investment & Property
Tax Services

For individuals with investments, real estate, and more complex income.

INCLUDES:

  • Stocks, bonds & cryptocurrency
  • Capital gains & losses
  • Rental property income & expenses
  • Sale of real estate
  • Investment income
  • Schedule D & Form 8949
  • Depreciation for rental property
  • CPA review of tax-saving opportunities

$199

+State return additional

Applicable state retube fled FREE

ENTREPRENEUR

Sole Proprietor
& LLC

For entrepreneurs, freelancers, independent contractors, and single-member LLC owners.

INCLUDES:

  • Sole proprietor income & expenses
  • Single-member LLC reporting
  • 1099 & freelance income
  • Gig economy & rideshare income
  • Home office deduction
  • Vehicle & mileage deductions
  • Business asset depreciation
  • Self-employment tax review
  • Estimated tax considerations
  • CPA tax-saving review

$249

+State return additional

Applicable state retube fled FREE

All returns are prepared and reviewed by CPAs and tax professionals. | Prices apply to federal return only. | Additional fees may apply for complex situations.

Results That Speak for Themselves

Lara Craft Owner, boutique retail brand 

Operating in a highly regulated healthcare environment requires financial discipline Operating in a highly regulated healthcare

Lara Craft Owner, boutique retail brand 

Operating in a highly regulated healthcare environment requires financial discipline Operating in a highly regulated healthcare

Lara Craft Owner, boutique retail brand 

Operating in a highly regulated healthcare environment requires financial discipline Operating in a highly regulated healthcare

Lara Craft Owner, boutique retail brand 

Operating in a highly regulated healthcare environment requires financial discipline Operating in a highly regulated healthcare

Got Questions? We Have Answers.

Your plan is based on your business's size, complexity, and which services you need, not a flat fee that assumes every business is the same.

Yes, we can help clean up, organize, and bring your books up to date.

Yes, our services are designed for both individuals and businesses.

You will have a dedicated contact person to manage your requirements.

Latest tax tips & insights

Stay informed with expert advice from our team

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