Comprehensive solutions for individuals, families, and businesses. Every service backed by our accuracy guarantee.
Accurate, thorough tax preparation for every filing situation — from simple W-2 returns to complex multi-entity filings involving rental properties, investment income, freelance businesses, and multi-state returns for taxpayers who moved or worked across state lines. TaxLoan's preparation process begins with a comprehensive intake interview to understand all income sources, life events, and potential deductions before a single number is entered on the return. We maintain a library of over 450 IRS forms and schedules, ensuring that unusual situations like foreign income, cryptocurrency transactions, or first-time homebuyer credits are handled correctly. Every completed return includes a summary explanation of how each major figure was calculated, so clients understand their return rather than simply signing it.
Our certified tax professionals handle the entire preparation process from document review through electronic filing. We stay current with the latest tax code changes, ensuring you claim every deduction and credit available. Each return undergoes a multi-point quality review before submission.
Year-round bookkeeping services that maintain clean, accurate financial records using QuickBooks Online, Xero, or FreshBooks — whichever platform works best for your business type and size. Monthly reconciliation of all bank accounts, credit cards, loans, and payment processors ensures your books reflect actual business activity, not just incomplete transaction imports. Our bookkeepers produce standardized financial statements monthly and flag unusual variances that may indicate fraud, duplicate charges, or miscategorization before they compound into larger problems. At tax time, providing your preparer with fully reconciled, current financials can reduce preparation fees by 20-40% compared to bringing in an unorganized box of receipts.
Disorganized books mean missed deductions, higher preparation costs, and increased audit risk. Our bookkeeping services ensure your financial records are accurate, up-to-date, and tax-ready at all times. We work with QuickBooks, Xero, FreshBooks, and other popular platforms.
"Switching to TaxLoan for bookkeeping was the best business decision I made. My books are always current, my tax prep is smoother, and I found deductions I was missing for years."
— Sarah M., Small Business Owner"Professional, responsive, and thorough. They caught a bookkeeping error from my previous service that would have caused problems with the IRS."
— David R., Freelance ConsultantIRS representation services covering the full spectrum of examination and collection situations — from straightforward CP2000 correspondence notices about unreported income to complex field audits of business returns spanning multiple years. Our IRS representation team includes Enrolled Agents who hold the highest credential available for non-attorney tax professionals, with unlimited practice rights before all IRS divisions. We analyze the IRS's position, gather responsive documentation, draft professional reply letters, and attend audit appointments on your behalf. For taxpayers with tax debt, we evaluate all collection alternatives including partial pay installment agreements, penalty abatement requests, innocent spouse relief claims, and offers in compromise based on your individual financial situation.
Dealing with the IRS can be intimidating. Our enrolled agents and tax attorneys have the credentials and experience to represent you in audits, appeals, collections, and penalty abatement cases. We handle all communication with the IRS on your behalf.
An IRS notice does not automatically mean you are in trouble. Many notices are routine and easily resolved. However, ignoring them can lead to escalation, penalties, and enforced collection. Contact us immediately for a free notice review.
Proactive tax planning sessions that go beyond your annual return to model multi-year tax scenarios and identify high-value strategies unavailable after December 31. Common planning opportunities include: optimal timing of Roth IRA conversions based on projected future income, harvesting capital losses to offset gains, accelerating or deferring business income across tax years, and structuring the sale of business assets to qualify for favorable capital gain rates. Our planning clients receive mid-year check-ins to review actual vs. projected income, adjust estimated payments, and identify any new planning opportunities created by changed circumstances. Historical data shows our tax planning clients save an average of $2,800 annually compared to their prior preparation-only engagements.
Filing your return captures last year. Tax planning shapes your future. Our planning services look beyond April 15 to implement year-round strategies that legally reduce your taxes. From retirement contribution optimization to entity structure selection, we help you keep more of what you earn.
Clients who use our tax planning services save an average of $3,200 per year compared to filing without planning. The earlier you start, the more opportunities we can capture.
Schedule Planning SessionApply for a tax loan today. Our experts will find the best options for your situation and help you maximize your refund.
No spam. We respect your privacy.