One team across the financial side of business
Accounting, tax, and business support that works together.
From current books and tax planning to payroll and day-to-day financial operations, TAO brings the right services together around your priorities.
Accounting
Monthly Accounting / Financial reporting
Tax and compliance
Business Tax / Individual Tax / Sales Tax
Business operations
Payroll / Accounts Payable / Consulting
Services, individually or in combination
Start with Monthly Accounting. Add what fits your business.
Monthly Accounting is the required foundation for every TAO relationship. Choose additional services individually or start with one of the common combinations below.
Monthly Accounting
Bookkeeping, reconciliations, chart-of-accounts design, financial statements, and reporting that keeps your records current.
Explore monthly accountingBusiness Tax
Tax preparation, projections, tax-code updates, and proactive advice connected to the performance of your business.
Explore business taxIndividual Tax
Personal tax support that accounts for your business income, entity structure, salary, distributions, and broader financial picture.
Explore individual taxPayroll
Payroll processing, tax administration, employee and employer access, reporting, and a dedicated team to support the work.
Explore payrollSales Tax Filing
Support with sales tax returns, payments, registrations, notices, and the recurring responsibilities that accompany them.
Explore sales taxAccounts Payable
Vendor, invoice, and payment workflows that help keep obligations organized and connected to your accounting records.
Explore accounts payableCommon service combinations
Choose a starting point, not a fixed package.
These combinations reflect common ways clients work with TAO. Monthly Accounting is required; other services can be added individually based on your needs and agreed scope.
- Monthly Accounting
- Business Tax
- Individual Tax
- Payroll
Recommended
Connected accounting, tax, and payroll
Connect current business records with business and personal tax planning, preparation, and hands-on payroll support.
Common approach
Accounting and tax
Keep business results connected to business and personal tax planning without adding payroll service.
Core foundation
Books and reporting
Start with current books and financial statements, then add other services as your needs change.
Add services individually
Business Tax, Individual Tax, Payroll, Sales Tax, Accounts Payable, and Consulting can be added to any starting point, subject to your needs and agreed scope.
Predictable core pricing
Core recurring services are priced through predictable fixed fees. Setup, installation, special projects, and work outside the agreed scope may be quoted or billed separately.
Clear responsibilities
Clients remain responsible for timely source information, final payment approvals, customer invoicing, collections, and third-party system data unless those responsibilities are specifically included in scope.
A practical beginning
Getting started is a process, not a handoff.
We use a structured onboarding process so your information, systems, responsibilities, and expectations are clear before recurring work begins. We aim to begin within a few days of completed paperwork and deliver the first financial statements within approximately 60 to 75 days of the first service month, depending on complexity and backwork.
Understand the business
We learn how your business operates and gather the records and access needed to begin.
Set up the work
We organize the accounts, workflows, applications, and client-specific requirements.
Build the records
We complete the agreed work, validate the information, and prepare the first financial review.
Move forward aligned
We review the financials with you, answer questions, and make thoughtful adjustments where needed.
Let us help you find the right combination.
Tell us where your business is today, what is creating friction, and what kind of support would make the biggest difference.
Talk to Our Team