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.
1040s with K-1s, rental schedules, equity compensation and multi-state exposure. Complexity is the normal case here.
1120-S, 1065, 1120 and the state filings that follow. Prepared from reconciled books, reviewed line by line before signature.
Quarterly checkpoints, entity structure, retirement and compensation strategy. Decisions made while they still change the outcome.
Monthly close, reconciliations and payroll filings kept current, so the return is a summary rather than an investigation.
Budgets, cash-flow forecasting, pricing and margin review, and a monthly financial read on the business.
Notices, penalty abatement and payment plans. We correspond with the agency directly so you don't have to.
W-2 filers with investments, side income, life changes, or a return that stopped being straightforward.
S-corps and partnerships where salary, distributions and retirement all interact.
Depreciation, cost segregation, 1031 exchanges and passive activity limits.
Equity compensation, AMT exposure, charitable strategy and multi-state residency.
1099 income, home office, quarterly estimates and the S-corp election question.
Job costing, contractor payments and 1099s, equipment depreciation and multi-jurisdiction work.
R&D credits, software capitalization, equity comp and revenue recognized across states.
Brand deals, royalties, gifted product, mixed-use equipment and quarterly estimates on uneven income.
Every engagement is scoped to what it actually involves — here's a starting point for what the most common services cost.
– Subject to a $1,500/month minimum.
– Half of the yearly fee is due upon contractual agreement as a retainer.
No call center, no rotating preparers. You email your CPA and your CPA replies, usually within four hours.
Scope and price agreed before work begins. Questions during the year are included, not billed in six-minute increments.
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."
"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."
"Brand deals, royalties, gifted product — none of it confused them. I finally understand what I owe and why."
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.
Explain your situation and we'll tell you if we're the right fit.
We'll confirm a time within one business day.
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Submitting this form does not create a client relationship. Do not send sensitive documents or SSNs here — we'll send a secure portal invitation.