Tax Preparation

Precise, compliant, audit-ready tax preparation for individuals, U.S. expats, and small business owners. We specialize in multi-state filings, foreign-owned LLCs, and complex tax situations requiring advanced expertise.

Who this is for

IndividualsU.S. expatsForeign-owned LLCsFoundersFreelancers

What sets this engagement apart

  • Multi-state
  • foreign-owned LLC
  • audit-ready

How the engagement runs

  • Discovery Call. We talk about your situation, the entities involved, and what success looks like. No jargon, no pressure.
  • Scoping & Setup. Engagement letter, secure onboarding, Xero or document workspace, expectations set in writing.
  • Cleanup or Migration. If your books need work, we reconstruct and reconcile first, so every downstream step is built on accurate data.
  • Ongoing Cadence. Monthly books, quarterly check-ins, annual filings. KPI dashboards and advisory where the package includes it.

Available in these packages

Prefer a bundled relationship? Tax Preparation is included in the following Soarx packages.

Pkg 01Essential Books + TaxMonthly bookkeeping paired with annual tax preparation for simple, organized compliance.
$275/mo · bundled
Pkg 02Growth PackageOngoing books, tax support, and advisory guidance for growing small businesses.
$450/month
Pkg 03Fractional CFOCFO-level planning, forecasting, and decision support for businesses that need strategic financial clarity.
$750/month
Pkg 05Startup LaunchAccounting foundation, bookkeeping, and tax readiness for new businesses building clean from day one.
$350/month
Contact Us

Ready to talk about tax preparation?

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