Have a filing deadline approaching? Start now so we can confirm what is required and what can be completed on time

Speak With a Tax Professional

Chicago-based. Serving clients nationwide.

Your Taxes, Books and Deadlines—Handled.

Taxnality helps individuals and businesses file accurately, clean up disorganized books, plan ahead and respond to tax problems. You get clear guidance from experienced tax professionals, a defined process and no guessing about what happens next.

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?

Licensed CPAs & Enrolled Agents
20+ Years of CPA Experience
Secure Client Portal
Nationwide Service

Start With Your Situation

What Brings You to TaxNality?

Choose the situation that sounds most like yours. We will take you directly to the right service and next step.

My Books Are Behind

We will assess the backlog, reconcile the accounts and get your books ready for decisions and tax filing.

Catch Up My Books

I Need to File a Business Tax Return

Get filing support for an S corporation, partnership, LLC, C corporation, or multi-state business.

File My Business Return

I Need to File My Personal Taxes

Straightforward and complex individual returns, including self-employment, rental, investment and multi-state income.

Prepare My Return

I Received an IRS or State Notice

We will review the notice, explain what it means and identify the response required and the deadline involved.

Get Notice Help

I Need Monthly Bookkeeping

Keep your accounts reconciled, your reports current and your records ready before tax season arrives.

Explore Monthly Support

I Want Fewer Tax Surprises

Plan ahead with informed estimates, timing decisions and practical tax guidance based on your actual numbers.

Plan Ahead

Serving the U.S. Proudly

1980

Real Professionals. Clear Answers. No Disappearing Act.

Tax work is too important to send into a black box. TaxNality combines professional oversight with an organized, responsive process. From the first conversation, you will know what information we need, what work is included, what it will cost and what comes next.
We are based in Chicago and work with individuals and businesses nationwide. Whether the issue is one overdue return or an entire year of bookkeeping, we begin by understanding the facts—not by forcing you into a generic package.

Meet The Lead Professional Sam D. Sharp, CPA

Sam brings more than 20 years of CPA experience across small-business tax matters, individual filings and complex tax situations. His approach is simple: understand the full picture, explain the options in plain English and complete the work with care.

Looking for ongoing support?

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

ONE TEAM. THE RIGHT STARTING POINT.

Tax and Accounting Support Built Around the Work You Actually Need

One return, a backlog of bookkeeping, or ongoing financial support—start where the problem is and build from there.

BUSINESS TAX

Business Tax Returns

Preparation and filing support for S corporations, partnerships, LLCs, C corporations and businesses operating across multiple states. We also help businesses address late or missed filings when the records need attention first.

Form 1120-S & shareholder K-1s
Form 1065 & partner K-1s
Form 1120
State & multi-state returns
Extensions & late-return support
Tax-ready financial review
Explore Business Tax Filing
INDIVIDUAL TAX

Individual Tax Preparation

Accurate preparation for individuals, families, professionals, investors, landlords and self-employed taxpayers. We organize the facts, identify the forms involved and explain the return before it is filed.

W-2 and 1099 income
Self-employment income
Rental properties
Investments & capital gains
Itemized deductions
Multi-state returns
Explore Individual Tax Filing
CATCH-UP

Catch-Up & Cleanup Bookkeeping

Months behind or unsure whether the numbers are right? We reconcile accounts, correct transaction coding, address uncategorized activity and organize the books for tax filing and management reporting.

Get My Books Caught Up
MONTHLY

Monthly Bookkeeping

Keep the books current throughout the year with reconciliations, organized records and useful financial reports. You gain a cleaner tax season and a more accurate view of how the business is performing.

Explore Monthly Bookkeeping
PLAN AHEAD

Tax Planning

Tax planning should happen while there is still time to act. We review income, estimated payments, entity considerations, deductions and timing opportunities based on your situation and goals.

Build My Tax Plan
NOTICE HELP

IRS & State Notice Assistance

Do not ignore a tax notice—and do not assume it is correct. We review what the agency is requesting, identify the deadline, explain the available options and help prepare the appropriate response.

Upload My Notice Securely
PAYROLL

Payroll Support & Cleanup

Get help with payroll setup, reporting gaps, quarter-end and year-end requirements, W-2 and 1099 support, and the cleanup of payroll records that no longer match the books.

Discuss Payroll Support
ADVISORY

Business Accounting & Advisory

When the business needs more than bookkeeping, we help owners understand cash flow, margins, reporting and financial decisions without burying the conversation in accounting jargon.

Explore Advisory Support

Experience That Fits the
Way Your Business Operates

Every industry creates different reporting, payroll, sales tax, expense and filing questions.
Our work begins with how your business earns, spends and grows.

Real Estate

Tax preparation and bookkeeping support for landlords, property investors, real estate professionals and multi-property operations.

Healthcare

Organized books, payroll coordination and tax support for practices, clinics and independent healthcare professionals.

Startups &
Entrepreneurs

Build the financial foundation correctly with clean books, practical tax guidance and support as the business becomes more complex.

Small Businesses

Straightforward tax and accounting support for owner-operated businesses that need answers without maintaining a large internal finance team.

AI & Technology

Support for software, technology and AI businesses managing contractor costs, multi-state activity, growth and changing financial requirements.

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.

From "I Need Help"
to a Clear Next Step

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Consultation 1 Consultation 2 Consultation 3
01

Tell Us What Is Going On

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02

Explore Strategic Solutions

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03

Take The Next Clear Step

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The Professionals Behind Your Numbers

TaxNality is supported by licensed CPAs, Enrolled Agents and experienced tax professionals. Every profile displayed here should include the person’s real name, credential, role, jurisdiction where relevant, area of expertise and a genuine photograph.

  • Mark Flint

    Mark Flint

    CPA

    CPA

    Sam D. Sharp

    Lead Tax Professional

    Small-business tax matters, individual filings and complex tax situations.
  • Tax Professional

    Mark Flint

    CPA

    CPA / EA

    Business Tax

    Business Tax Professional

    Entity returns, state filings and owner schedules.
  • Tax Professional

    Mark Flint

    CPA

    Tax Professional

    Individual Tax

    Personal Tax Professional

    Personal returns, rental income and multi-state matters.
  • Tax Professional

    Mark Flint

    CPA

    Accounting

    Books & Payroll

    Accounting Professional

    Cleanup, monthly reporting and payroll coordination.

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.

PERSONAL

Personal
Tax Filing

For individuals and families who want their return prepared accurately and explained clearly.

INCLUDES:

  • Federal individual return
  • W-2 and 1099 income
  • Common credits and deductions
  • E-filing after approval
  • State return scope confirmed upfront

$99

+State return additional

Applicable state retube fled FREE

Complex

Complex Individual
Tax Filing

For taxpayers with self-employment, rental property, investments, multiple states or additional schedules.

INCLUDES:

  • Business or 1099 income
  • Rental property schedules
  • Investment and capital gain reporting
  • Multi-state considerations
  • Estimated-payment guidance

$149

+State return additional

Applicable state retube fled FREE

Business

Business Tax Filing

For S corporations, partnerships, LLCs and C corporations that need a complete federal and applicable state filing.

INCLUDES:

  • Federal business return
  • Owner, partner or shareholder schedules
  • Tax-ready financial review
  • State-return scope confirmed upfront
  • E-filing after approval

$199

+State return additional

Applicable state retube fled FREE

Cleanup

Books Cleanup &
Tax Filing

For businesses that cannot file confidently because the books are incomplete, unreconciled or months behind.

INCLUDES:

  • Backlog assessment
  • Account reconciliation
  • Transaction cleanup
  • Tax-ready financials
  • Business return preparation

$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

Amelia Stone Founder, fashion boutique

TaxNality helped us organize our finances and understand exactly where our business was growing. The process was clear, professional, and easy to follow.

Daniel Brooks Owner, retail business

Working with TaxNality gave us confidence in our financial decisions. Their team made complicated tax matters easier to understand and manage.

Sophia Reed Co-Founder, wellness brand

From planning to reporting, TaxNality helped us stay on top of our numbers. We now have a much clearer picture of our business and its future.

Marcus Bennett Director, healthcare services

Running a healthcare business requires careful financial planning and accurate reporting. TaxNality helped us improve our financial processes, stay organized, and make better decisions with confidence.

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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