SMARTER TAXES. STRATEGIC PLANNING.
MAXIMUM REFUNDS.
Stress-Free Filing. Bigger Refunds. Expert Support All Year Long.
Taxologi Consulting combines licensed tax professionals with advanced technology and automation to deliver personalized, compliant tax strategies—far beyond DIY software or storefront tax prep.
Start Working With Taxologi Today
New to Taxologi? Start with “Book a FREE Consultation"
Already a client? Choose “ Upload Tax Documents.”
Serving individuals and small businesses nationwide with secure, professional tax support
Thinking About DIY Tax Software?
Get the speed and convenience of online filing—with expert review, smarter strategy, and fewer mistakes.
DIY Convenience, Expert Review
Use secure online tools to upload documents and answer questions—then have a tax professional review and optimize your return before filing.
Smarter Than Software
Tax software follows rules. We apply judgment—finding deductions, credits, and planning opportunities software often misses.
Less Time. Less Risk
Skip the hours of research, upgrades, and second-guessing. Get accuracy, compliance, and peace of mind—without the overwhelm.
A TRUSTED TAX PREPARER - BEYOND TAX SEASON
Taxologi Consulting is a nationwide tax advisory firm providing professional tax preparation, filing, and year-round guidance for individuals and small businesses. Serving individuals and small businesses nationwide for nearly a decade.
We combine personalized strategy, secure technology, and expert support to help our clients stay compliant, minimize tax liability, and plan confidently—no matter where they’re located.
✔ IRS-compliant, secure client portal
✔ Experience with individuals & small businesses
✔ Year-round advisory—not just tax season
Choose the level of support you need—from expert-reviewed filing to proactive tax strategy.
Tax Services
Taxologi Consulting provides tax preparation, filing, and year-round advisory for individuals and small businesses—so you stay compliant, save money, and plan with confidence.
Personal Tax Preparation
Ideal for individuals who want the ease of online filing—with expert oversight.We review, optimize, and file your return to help you capture missed deductions, avoid errors, and file with confidence. Best for W-2, 1099, and multi-income filers.
Business Tax Servicess
Built for small business owners who need more than basic tax software. From Schedule C to S-Corps, we handle compliance, planning, and accuracy—so you can focus on running your business, not troubleshooting software. Best for LLCs, S-Corps, and growing businesses.
Tax Planning & Advisory
For clients who want proactive guidance—not last-minute surprises.We help you plan ahead, reduce future tax liability, and make informed decisions as your income or business evolves. Best for proactive tax reduction and future planning.
How It Works
1
Upload your information securely
2
We review and optimize your return
3
You approve before filing
4
Get year-round support when needed
Monthly Bookkeeping - Service Tiers
Done-for-you monthly bookkeeping for individuals and small businesses — keeping your books accurate, organized, and tax-ready year-round so you always know where your finances stand.
1
Essential
Perfect for new + growing businesses who need reliable monthly financial organization
Stay organized and confident at tax time with accurate monthly bookkeeping done for you. We categorize transactions, reconcile your accounts, and keep your books clean — so you always know where your business stands.
Includes:
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Monthly transaction categorization
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Bank + credit card reconciliations
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Chart of accounts cleanup + maintenance
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Monthly financial statements (P&L + Balance Sheet)
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Secure document portal + client support
This plan gives you the financial clarity you need to run your business — without the stress of DIY bookkeeping.
2
Growth
Best for established businesses ready to level up their financial insight
Get everything in the Essential plan — plus deeper financial visibility to support smarter decisions and smoother tax planning throughout the year.
Includes everything in Essential, PLUS:
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Monthly management review + accuracy checks
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Quarterly tax readiness review
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Basic Accounts Receivable / Accounts Payable tracking
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Cash-flow snapshot + performance highlights
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Email & chat support with priority response
This plan helps you stay proactive — not reactive — with your numbers.
3
CFO Support
Ideal for scaling businesses that want strategic guidance + monthly insights
You’ll receive comprehensive bookkeeping with hands-on financial partnership — designed to support growth, profitability, and long-term planning.
Includes Everything in Growth, PLUS:
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Monthly financial review call
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KPI + trend reporting
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Budget vs. actuals reporting
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Customized reports for your business model
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Support for lender / funding documentation
This plan gives you a financial partner — not just a bookkeeper.