01
Monthly Bookkeeping
Bank and credit-card reconciliations, month-end close, and financials that are ready to use.
- Reconciliations
- Month-end close
- Clean reporting package
Tax advisory, bookkeeping, controller review, and CFO support
Serious numbers. Clear strategy.
TaxMap Advisors helps business owners and individuals stay compliant, clean up their books, and make smarter tax decisions with more control and less stress.
Enrolled Agent
IRS Authorized e-file Provider
QuickBooks ProAdvisor
Year-round advisory
Not just filing season work. Planning and execution stay connected.
Numbers that make sense
Financials cleaned up and organized so decisions are based on reality.
Clear communication
Real explanations, direct answers, and less back-and-forth confusion.
Professional positioning
A more disciplined, premium presentation for a serious advisory firm.
Services
Work that covers the full picture
Clean books, better planning, stronger compliance, and sharper reporting.
02
Cleanup & Catch-Up
Messy books, missing months, and unreliable numbers brought back under control.
- Historical cleanup
- Chart of accounts tuning
- Support schedules
03
Tax Planning & Advisory
Forward-looking tax strategy tied to real books, entity structure, and expected income.
- Quarterly planning
- Estimate strategy
- Documentation mindset
04
Tax Preparation
Business and individual returns prepared with cleaner support and better alignment to planning.
- 1040, 1065, 1120S, 1120
- Multi-state coordination
- E-file ready process
05
Entity Strategy
LLC and S-corp structure decisions with a stronger focus on tax impact and operating reality.
- Entity selection
- S-corp election planning
- Owner payroll alignment
06
Payroll & Sales Tax
Payroll and sales-tax coordination tied back to bookkeeping so nothing drifts out of sync.
- Payroll review
- Sales-tax coordination
- Compliance checklists
07
IRS & State Notices
Fast triage, better response structure, and cleaner documentation when notices hit.
- Notice review
- Penalty relief support
- Payment plan assistance
08
Controller / CFO Support
More financial discipline for owners who need visibility, forecasting, and decision support.
- Budget and forecast
- Cash flow planning
- KPI and reporting review
Expertise
Grounded in real practice
Built around tax, accounting, and operating work that owners actually need.
T
Tax
1040 · 1065 · 1120S · 1120
Quarterly planning, projections, multi-state coordination, notices, and structure decisions.
A
Accounting
GL · AJEs · Close
GL cleanup, adjusting entries, reconciliations, monthly close, and reporting discipline.
S
Systems
QB · Payroll · Workflow
QuickBooks, payroll coordination, cash flow visibility, and more usable operating structure.
Quarterly Planning
Projections
Notices & Appeals
Monthly Close
W-2 / 1099
Cash Flow
Controller Review
Forecasting
Process
A tighter client journey
From intake to ongoing strategy, each stage is designed to reduce noise and improve control.
1
Discovery
Prior returns, books, payroll, and current structure reviewed first so the work starts from facts.
2
Cleanup
Books and supporting records are stabilized before deeper planning or reporting decisions.
3
Planning
Entity, compensation, estimated tax, and reporting choices are made with more intention.
4
Oversight
Quarterly checkpoints, better visibility, and less scrambling when deadlines show up.
Federal Tax Estimator
Cleaner, stronger, and phone-safe
Illustrative comparison for sole proprietor versus S-corp structure using 2025 federal assumptions.
Inputs
Illustrative only. State tax, credits, NIIT, AMT, additional Medicare tax, UBIA limits, SSTB rules, capital gains rules, and many fact-specific items are not included.
Estimated output
Sole proprietor
$0
Income tax plus self-employment tax
S-corp
$0
Income tax plus employee and employer FICA
Difference
$0
Positive means estimated S-corp savings
Sole proprietor
$0
S-corp
$0
Income tax
$0
SE / FICA
$0
QBI deduction
$0
Effective rate
0.0%
Client feedback
Real reviews. Cleaner presentation.
A cleaner, more credible presentation for client feedback.
Marianne T.
★★★★★
“We thought he was just someone who files taxes, but he turned out to be a true specialist — experienced, professional, and very knowledgeable. He explains both the small details and the big picture clearly.”
Wessam A.
★★★★★
“I thought I only needed bookkeeping and tax filing. What I actually needed was real strategy. The books were cleaned up, the numbers finally made sense, and the tax planning got sharper.”
Moustafa A.
★★★★★
“Very knowledgeable, honest, and detail-oriented. Everything was explained clearly, questions were answered fast, and the process felt smooth instead of stressful.”
Packages
Scope-based and professional
Clear positioning, cleaner packaging, and room to quote based on real complexity.
Starter
Books
Scope-based
Best for owners who need steady monthly bookkeeping and cleaner reporting.
- Monthly reconciliations
- Basic monthly financials
- Tax-prep-ready books
Most Popular
Growth + Planning
Scope-based
For clients who want books, planning, and compliance coordinated together.
- Higher-rigor monthly close
- Quarterly planning checkpoints
- Payroll and sales-tax coordination
Advisory
Controller / CFO Core
Scope-based
For operators who need more visibility, forecasting, and decision support.
- Budget and forecast
- KPI dashboard and cash runway
- Monthly strategy review
FAQ
Direct answers
Short, clear, and aligned with how the firm is positioned.
Do you only do tax returns?
No. The stronger fit is ongoing work that combines bookkeeping, planning, and filing so decisions are not made off weak numbers.
Do you help with IRS or state notices?
Yes. Notice review, response structure, penalty relief support, and payment plan help are all part of the offering.
Can you help with LLC or S-corp setup?
Yes. Entity selection, elections, and the practical tax and payroll implications are part of the strategy conversation.
Who is the best fit?
Business owners and individuals who want more structure, cleaner books, and year-round tax judgment instead of once-a-year filing only.
Book your strategy call
Let’s make the numbers cleaner and the decisions stronger.
support@TaxMapAdvisors.com · 781-803-0728 · Stoneham, MA
Email: support@TaxMapAdvisors.com
Phone: 781-803-0728
Stoneham, Massachusetts