Taxes shouldn’t be a once-a-year scramble. Our tax division brings year-round strategy, expert preparation, and real representation to business owners who are done with surprises.
Tax guidance that works as hard as you do.
Enrolled Agent - Highest Credential in Tax
WHY IT MATTERS
Federally licensed by the IRS to represent taxpayers in all 50 states
Authorized to represent clients in audits, appeals, and collections
Held to strict ethical standards and continuing education requirements
Spoonful Tax Support
Enrolled to represent taxpayers before the IRS
Our Approach
Tax strategy that fits your business.
Our tax division is built around proactive planning, clean books, and year-round communication. Whether you need full tax preparation and strategy, a one-time answer to a specific question, or someone in your corner during an IRS matter, we have a path for you.
Tax Services
Every business is at a different stage. We’ve structured our tax services to meet you where you are, with a clear path to grow into deeper support as your business grows.
Services designed around what your situation actually requires
TIER 1
Annual Tax Filing
Your business return done right. Deductions/Credits found, forms filed accurately, delivered with a personal walkthrough
Business Return preparation
K-1s prepared and delivered
State business return
Applicable Deductions and Credits
Electronic filing
Post-filing walkthrough call
IRS notice response on returns we prepared
Personal 1040 filing for partners and shareholders is a separate engagement. Scoped and quoted at your discovery call.
TIER 2 - ADVISORY BUNDLE
Year-Round Partner
Everything in Tier 1 plus quarterly planning, mid-year projections, basis tracking, and year-end strategy. One annual fee.
Everything in Tier 1
Estimated tax cal + payment schedule
Mid-year tax projection
Year-end planning meeting
Depreciation and basis tracking
Annual carryforward summary
Significant savings vs Add-on services
Personal 1040 filing for partners and shareholders is a separate engagement. Scoped and quoted at your discovery call.
Add-Ons
Individual Services
Choose exactly what you need. Every advisory service available, individually priced transparently after your discovery call.
Estimated tax calculation
Mid-year projection
Year-end planning meeting
Basis tracking and reconstruction
Business structure review
Distribution planning analysis.
S Corp Election Analysis
IRS Representation - field audits, appeals, and collections.
Personal 1040 filing for partners and shareholders is a separate engagement. Scoped and quoted at your discovery call.
The Difference
Tax expertise with operational depth.
We help you understand the decisions behind your tax return. Our tax division is built inside a full-service financial firm, which means if you are a Spoonful Financial client, your tax strategy is always connected to your bookkeeping, cash flow, and business goals.
The highest credential awarded by the IRS. We stay current on taxes, and we can represent you at any level of the IRS.
01
Enrolled Agent Credential
Our tax and bookkeeping services work together. Clean books make tax prep faster, cheaper, and more accurate. We provide both under one roof.
02
Connected to Your Books
Year-Round touch points mean your tax strategy is always current. We catch opportunities and flag issues before they become problems.
03
Year-Round Availability
Whether you need a full-service partner or a one-time answer, we have a service level that fits your business and your budget right now.
04
Flexible Solutions
Get Started
Ready for effective tax strategy support and partnership?
Schedule a free discovery call and we’ll talk through where your business is, what your tax picture looks like, and how we can help.