Tax guidance that works as hard as you do.
Taxes shouldn’t be a once-a-year scramble. Our tax division brings year-round strategy, expert preparation, and real representation to individuals, families, real estate investors, and business owners who are done with surprises.
Enrolled Agent - Admitted to Practice Before the IRS
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 Preparation & IRS Representation
Admitted to Practice Before the IRS
Our Clients
Who we serve
We work with Individuals & Families, Sole Proprietors, Partnerships, and S Corporations including freelancers, contractors, and real estate investors.
Individuals and Families
Sole Proprietors
Partnerships
S Corporations
Includes: freelancers, contractors, and real estate investors
Anyone with IRS Matters
Our Approach
Tax strategy that fits your situation.
Our tax division is built around proactive planning, clean records, 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 client 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 finances and business grow.
Services designed around what your situation actually requires
TIER 1
Annual Tax Filing
Your personal or business return done right. Deductions and credits found, forms filed accurately, delivered with a personal walkthrough.
Personal (Form 1040) or business return including K-1s
State returns
Applicable Deductions and credits
Electronic filing
Pre-filing walkthrough call
IRS notice response on returns we prepared
Includes Schedule C, Schedule E rentals, and single-member LLCs
TIER 2 - ADVISORY BUNDLE
Year-Round Partner
Everything in Tier 1 plus quarterly planning, mid-year projections, depreciation and basis tracking, and year-end strategy. One annual fee.
Everything in Tier 1
Estimated tax calculation + payment schedule
Mid-year tax projection
Year-end planning meeting
Depreciation and basis tracking
Annual carryforward summary
Bundled pricing, less than buying services separately
ADD-ONS
Individual Services
Choose exactly what you need. Every advisory service available, individually priced transparently.
Estimated tax calculation
Mid-year projection
Year-end planning meeting
Basis tracking and reconstruction
Business structure review
Distribution planning analysis
S Corp election analysis
Amended returns
Prior Year and unfiled returns
IRS Representation - field audits, appeals, and collections
S Corp, Partnership, and multi-member LLC owners: We also prepare your personal return. It’s priced separately and scoped during 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 long-term goals.
Enrolled Agent Credential
Federally authorized to represent taxpayers before the IRS. We stay current on tax law, and we can represent you at any level of the IRS.
01
Connected to Your Books
Our tax and bookkeeping services work together. Clean books make tax prep faster, cheaper, and more accurate. We provide both under one roof. Not a bookkeeping client? No problem. Our tax services stand on their own.
02
Year-Round Availability
Year-round touch points mean your tax strategy is always current. We catch opportunities and flag issues before they become problems.
03
Whether you need a full-service partner or a one-time answer, we have a service level that fits your situation and your budget.
04
Flexible Solutions
Get Started
Ready for effective tax strategy support and partnership?
Schedule a free discovery call and we’ll talk through your tax picture, what’s working, what’s not, and how we can help.
Looking for Bookkeeping and Financial Support?
Visit our Bookkeeping and Financials page for more information on our services.