NOW BOOKING 2026 tax planning sessions — limited slots before Q4 estimates
Geiss Tax PLLC GEISS TAX PLLC CERTIFIED PUBLIC ACCOUNTANT
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LICENSED CPA FIRM · FEDERAL & MULTI-STATE

Tax handled early.
Not in April.

Geiss Tax PLLC gives business owners and individual filers a year-round tax position they can actually see. We plan the year, file the returns, and stand behind the numbers.

6+ yrs
IN PRACTICE
4 hrs
TYPICAL RESPONSE TIME
Geiss Tax PLLC — Certified Public Accountant
EST. LIABILITY
$41,280
↓ $9,140 after planning
Q4 ESTIMATE · JAN 15
$9,280
scheduled & funded
CREDENTIALS
✓Licensed CPA · State Board
✓AICPA Member
✓PTIN registered preparer
✓E-file authorized provider
YOUR POSITION, ALL YEAR

Your position is reviewed well before year-end, while there's still time to act.

CLIENT TAX POSITION · FY2026
ON TRACK
EST. LIABILITY
$41,280
↓ $9,140 after planning
PAID TO DATE
$32,000
3 of 4 estimates
DOCUMENTS
12 / 14
2 outstanding
NEXT CHECK-IN
Nov 12
year-end review · 45 min
PLANNING MOVES APPLIED
4 OF 6
S-corp reasonable salary reset−$4,100
Solo 401(k) employer contribution−$3,300
Sec. 179 equipment timing−$1,740
Accountable plan reimbursementsin review
ILLUSTRATIVE CLIENT SUMMARY
WHAT WE DO

Multiple services, one relationship. Nothing gets handed off to a stranger.

01

Individual returns

1040s with K-1s, rental schedules, equity compensation and multi-state exposure. Complexity is the normal case here.

02

Business returns

1120-S, 1065, 1120 and the state filings that follow. Prepared from reconciled books, reviewed line by line before signature.

03

Tax planning & advisory

Quarterly checkpoints, entity structure, retirement and compensation strategy. Decisions made while they still change the outcome.

04

Bookkeeping & payroll

Monthly close, reconciliations and payroll filings kept current, so the return is a summary rather than an investigation.

05

Fractional CFO services

Budgets, cash-flow forecasting, pricing and margin review, and a monthly financial read on the business.

06

IRS representation

Notices, penalty abatement and payment plans. We correspond with the agency directly so you don't have to.

WHO WE SERVE

Built for returns that aren't simple.

Individuals

W-2 filers with investments, side income, life changes, or a return that stopped being straightforward.

Owner-operated businesses

S-corps and partnerships where salary, distributions and retirement all interact.

Real estate investors

Depreciation, cost segregation, 1031 exchanges and passive activity limits.

High-income households

Equity compensation, AMT exposure, charitable strategy and multi-state residency.

Independent professionals

1099 income, home office, quarterly estimates and the S-corp election question.

Construction businesses

Job costing, contractor payments and 1099s, equipment depreciation and multi-jurisdiction work.

Technology businesses

R&D credits, software capitalization, equity comp and revenue recognized across states.

Influencers & creatives

Brand deals, royalties, gifted product, mixed-use equipment and quarterly estimates on uneven income.

PRICING

Straightforward, upfront pricing.

Every engagement is scoped to what it actually involves — here's a starting point for what the most common services cost.

1 — TAX PREPARATION / FILING
1040 personal return $395 min.
1040 + Schedule C business return $700 min.
1065 (Partnership) return $1,500 min.
1120 & 1120-S (Corporate & S-Corp) return $1,500 min.
State tax returns $150 / state
Business tax returns $350
Tangible Personal Property tax returns $350
Payroll compliance filings $350
1099, 1096, W2, W3 preparation $40 / form
2 — TAX ADVISORY & CONSULTING
Estate planning
Strategic tax planning
SIMPLE PLANS
$5k+
COMPLEX PLANS
$15k – $20k
Personal Tax Consulting $275 / hr
Business Tax Consulting $500 / hr
Quickbooks Training $150 / hr
3 — FULL-SERVICE BOOKKEEPING
Pricing depends on transaction volume
4 — FRACTIONAL CFO SERVICES
1.5% of annual gross income

– Subject to a $1,500/month minimum.

– Half of the yearly fee is due upon contractual agreement as a retainer.

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WHY GEISS TAX

The same person who plans your year is the one who signs the return.

A direct line

No call center, no rotating preparers. You email your CPA and your CPA replies, usually within four hours.

Flat, quoted fees

Scope and price agreed before work begins. Questions during the year are included, not billed in six-minute increments.

Deadlines we own

Filings, extensions, estimates and state registrations sit on our calendar. The reminder comes from us, with the number already calculated.

"We spent years finding out our tax bill in March. Now we know in August what it will be, and what we can still do about it."

Dana
Brentwood, TN

"Our old preparer never called unless it was April. Here the quarterly check-in is the whole point, and the S-corp change paid for the year."

Marcus
Nolensville, TN

"Brand deals, royalties, gifted product — none of it confused them. I finally understand what I owe and why."

Elise
Leiper’s Fork, TN
FAQ

Common questions

Transparent pricing for individual and business returns depending on entity type. Bookkeeping and Fractional CFO engagements are priced uniquely per engagement. See the Pricing section above for the full breakdown.

Yes. Most clients switch mid-year. We review the last two returns, pick up the current year's records, and reconcile anything outstanding before the next deadline.

No. Everything runs through a secure portal and video calls, and we file in multiple states.

Not at all. We work alongside your bookkeeper and review the file before filing. If you'd rather consolidate, we can take the bookkeeping on as well.

Forward it to us. Notices on returns we prepared are handled at no additional charge, including correspondence and, where needed, representation before the agency.

GET STARTED

Free 15 minute consultation.

Explain your situation and we'll tell you if we're the right fit.

REQUEST RECEIVED

Thank you.

We'll confirm a time within one business day.

Book a free consultation

WHAT DO YOU NEED? — Select all that apply.

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