Tax Sherpa
Online
(16)
Online
(16)
Introducing Tax Sherpa - Your Ultimate Tax Savings Partner!
Discover the ultimate solution for all your tax needs with Tax Sherpa!
Our expert team of accountants can take care of your bookkeeping and tax filings to ensure your business stays in top-notch shape.
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16 customer reviews
Bayne
DO NOT DO BUSINESS WITH THESE PEOPLE. I tried cancelling my services because they provide NO VALUE and just charged me monthly and I just got ghosted. No response to email. No answering the phone. Silence. DO BETTER. More...
Eva garro
Business Accounting Services
Tax Sherpa is amazing! They’re super fast and they really listen to your need so they can give you the best service.
Ryan Pleasants
Accounting
They were very responsive in reaching out. I worked with Serena who was extremely considerate and personable. She was able to help me get my business and accounts created so I'll be ready to prepare my taxes at ease. With Tax Sherpa I feel assured that I'm in good hands and feel better equipped with the knowledge and tools to track my business and prepare my taxes. More...
Donald Gene Shelton
Tax Preparation
We're gaining on opening my account with the IRS.
Tony Campanile
Accounting
Spoke with Neal and was impressed with his knowledge of both personal and business taxes. Looking forward to filing of tax returns in future
Alison Stubing
Accounting
They professional, well versed and educated to address my needs. I feel very comfortable moving forward with their services.
Maria Quinones
Business Accounting Services
Amazing service! Called right away and provided so much information and support!
C and Z Rivas
Tax Sherpa by far is the best in fulfilling your tax needs. They provide top notch customer service and are always willing to help. Neal is exceptional at the work he does and always looks out for the best interest of his clients. Serena is amazing and keeps communication line open at all time. Thank you Tax Sherpa for your service. More...
TA
Extremely professional staff! They always try to make themselves available for their clients even though they are extremely busy. Highly recommend them.
Zachary Johnson
Tax sherpa has been quite good in helping me with my monthly accounting and understand tax saving strategies and has been very low effort on my end compared to tax services I have used in the past. If you own your own business Tax Sherpas can really switch the extra tax burden on it head for you and save you thousands, while charging very fair fees for service. More...
Blair Reich
I run a mid sized crypto business with 60 FTE. Tax Sherpa has been fantastic to work with.
Kris V.
Great service. Organized. Runs their business correctly and efficiently. Answers emails on time and knows their tax laws to the T.
Reply from Tax Sherpa
Thank you for your feedback and kind words! We strive to provide great service, maintain organization, and run our business efficiently. Our prompt email responses and in-depth knowledge of tax laws are a priority for us. Thank you for choosing Tax Sherpa. We appreciate your trust and look forward to continuing to serve you with excellence.
Michael R
I've been working with the Tax Sherpa team for over 5+ years. Each year, they continue to impress me with handling my taxes for three companies. If you are an entrepreneur or run online companies, having an online-first entrepreneur CPA that understands our unique challenges is very beneficial. More...
Reply from Tax Sherpa
Thank you for your continued trust for 5+ years. Handling your taxes for three companies has been a pleasure. Our understanding of online entrepreneurship allows us to provide tailored solutions to address your unique challenges. Thank you for choosing Tax Sherpa as your trusted partner. We look forward to many more successful years together.
Florencia de la Torre Stevenson
I am very pleased with the services from Neal and Serena at Tax Sherpa. They have been very thorough and patient with me and have explained everything and answered all the questions I’ve had. I am very thankful that I was sent Neal’s way. He’s saved my business lots of money and bad made me feel more confident and organized each year. They work looking forward and set you up for success rather than looking back and fixing/doing what they can with what you have. Thank you again!! More...
Reply from Tax Sherpa
Thank you for your kind words and feedback! We are delighted to hear that Neal and Serena have been thorough, patient, and helpful in explaining everything and answering your questions. We are grateful for the opportunity to contribute to your business's success and confidence. Thank you.
Robert Moutal
They are always very thorough in helping us find the best deductions and tax strategy.
Reply from Tax Sherpa
Thank you so much for your kind words and positive feedback about the services provided by Tax Sherpa. We are thrilled to hear that they have been thorough, patient, and helpful in addressing all your questions and explaining everything to you. Thank you.
Gabrielle Newton
Tax Sherpa is amazing. I’ve had the pleasure of working with Neal and Serena and they are both outstanding. I always have a lot of questions and they are great at getting back to me quickly and thoroughly explaining their answers to be sure I understand. They are very professional, efficient, helpful and kind. It is such a pleasure to work with Tax Sherpa. Thank you for being so wonderful! More...
Reply from Tax Sherpa
Thank you for your wonderful feedback and kind words. We are thrilled to hear that you had an outstanding experience with our company. Your satisfaction is our priority, and we are grateful for the opportunity to assist you.
What kind of accounting services do you provide?
Tax Advisory: We provide expert guidance on all tax-related matters, helping you navigate the complexities of the tax code and make informed financial decisions to optimize your tax situation.
Tax Planning: Our proactive approach to tax planning is designed to minimize your tax liabilities legally and strategically. We work closely with you to identify opportunities for deductions, credits, and long-term tax savings.
Tax Compliance (Tax Return Filing): Ensuring full compliance with tax laws and regulations is our priority. We handle all aspects of tax return filing, making sure you meet deadlines and avoid penalties.
Bookkeeping and Payroll: We offer comprehensive bookkeeping services to keep your financial records accurate and up-to-date. Additionally, our payroll services ensure your employees are paid accurately and on time, reducing administrative burdens.
With our expertise in these areas, we're here to streamline your financial processes, minimize your tax burden, and help your business thrive.
Why is it so important for businesses to hire a great accountant?
There are three key reasons why a business needs a great accountant:
1️⃣ Informed Decision-Making: A great accountant provides you with crucial insights into your business's financial performance. With this knowledge, you can make well-informed decisions about investments, expansions, or cost-cutting measures, all aimed at improving your bottom line.
2️⃣ Compliance and Recordkeeping: Navigating the complex web of tax codes and regulations can be daunting. A skilled accountant ensures that your business maintains impeccable records and stays in full compliance with tax laws. This not only prevents potential legal issues but also saves you time and stress.
3️⃣ Cost Savings: Beyond compliance, a great accountant specializes in tax planning and optimization. They identify deductions, credits, and strategies to minimize your tax liabilities, ultimately putting more money back into your business. This proactive approach can result in substantial cost savings and increased profitability.
In summary, a great accountant is not just a financial expert; they are a strategic partner who helps you make informed decisions, stay compliant, and maximize your financial resources for the long-term success of your business. ✨
What do you love most about your job?
What truly fuels my passion is the opportunity to empower individuals to retain their hard-earned money, ensuring it doesn't end up in the government's treasury. Helping you keep more of what you've worked for is at the core of my mission, allowing you to achieve financial success on your terms. ✨
What inspired you to start your own business?
After a decade of experience in a high-volume firm, where we consistently delivered exceptional work but operated in a highly reactive manner, I made a strategic decision. I recognized that clients could be better served through a proactive approach that extended beyond the traditional tax season. This realization led me to establish Tax Sherpa, a venture dedicated to providing year-round proactive support to our valued clients.
Why should our clients choose you?
Why Tax Sherpa?
Maximize Your Tax Advantage: We're your path to maximum tax savings.
Small and Medium Business Specialists: We understand your unique needs.
Partner in Success: We're dedicated to helping you achieve your financial goals.
Expert Guidance: Trust our seasoned professionals to lead the way.
Join the ranks of savvy business owners who choose Tax Sherpa for a brighter financial future. Don't just navigate taxes; conquer them with Tax Sherpa!
Can you provide your services online or remotely? If so, please add details.
We're proud to offer a fully online and remote experience for our clients. In today's digital age, we understand the importance of flexibility and convenience. That's why we've embraced cutting-edge technology to ensure seamless communication and collaboration.
Our virtual office is equipped to serve you efficiently through various channels, with email and Zoom calls being our primary modes of interaction. This approach not only streamlines the process but also allows us to connect with you wherever you are, providing the convenience and accessibility you deserve.
Rest assured, whether you're across town or across the globe, our commitment to delivering top-notch service remains unwavering. Your convenience and peace of mind are at the forefront of our online approach.
What changes have you made to keep your customers safe from Covid-19?
We prioritize the safety of all our clients by maintaining a 100% online presence. This means you can confidently interact with us without any risk of exposure to COVID-19. Your health and well-being are our top concerns, and our virtual platform ensures you can engage with us safely, without ever having to worry about COVID-19 transmission.
Tax Advisory
Filing tax forms is one thing, but where the rubber hits the road is with planning out taxes on the front end.
We specialize in small and medium size business owners who want to minimize their tax burden by planning on the front end.
The key is to set up strategies on the front end, not after the year is over and you're filing your taxes.
Bookkeeping
We work with clients using QuickBooks Online to categorize and reconcile their income and expenses.
Most business owners view doing the books as a cost. The right way to view the books is as a planning tool.
By reviewing you books on a monthly, quarterly, and annual basis you can see where the business has been, what it is doing now, and that helps you create the plan for the future.
That all starts with getting your numbers right.
Tax Preparation
Tax Advisory and Bookkeeping have a final destination: filing tax returns that reflect what happened during the year.
