What We Offer
Comprehensive Financial Services,
Delivered Virtually.
From your annual tax return to full-scale financial planning, Tax Navigator & Co provides expert services for individuals and businesses — all online, all year long.
Tax Preparation
Accurate, thorough tax filing for individuals, freelancers, and businesses of all sizes. We dig deep to maximize every deduction and credit you're entitled to — while ensuring full federal and state compliance.
- Individual & family tax returns (Form 1040)
- Self-employed & freelancer returns (Schedule C)
- Small business returns (S-Corp, C-Corp, Partnership)
- Multi-state filing for remote workers
- Prior year returns and amendments
- Year-round tax planning to minimize next year's liability
Ideal For
Individuals, freelancers, small business owners, and anyone who wants to stop leaving money on the table.
Bookkeeping
Clean, organized financial records are the foundation of every smart business decision. We handle your books month-to-month so you always have an accurate, real-time picture of your finances.
- Monthly transaction categorization & reconciliation
- Accounts payable & receivable tracking
- Profit & loss statements and balance sheets
- Cash flow monitoring and reporting
- QuickBooks and Xero integration
- Year-end financial package for tax filing
Ideal For
Small business owners, LLCs, and entrepreneurs who want accurate books without the overhead of an in-house accountant.
Financial Planning
Strategic, personalized guidance to help you build wealth, plan for retirement, and make confident financial decisions. We look at your full picture — income, assets, goals — and chart a clear path forward.
- Retirement planning (IRA, 401k, SEP-IRA strategies)
- Investment portfolio review and guidance
- Debt reduction and cash flow optimization
- Education savings planning (529 plans)
- Life event planning (marriage, home purchase, business sale)
- Annual financial review and strategy updates
Ideal For
Individuals and families who want a proactive financial strategy, not just reactive tax filing.
IRS Representation
Receiving an IRS notice or facing an audit is stressful — but you don't have to face it alone. We stand between you and the IRS, handling all communication, documentation, and negotiations on your behalf.
- Audit representation (correspondence & field audits)
- IRS notice response and resolution
- Offer in Compromise negotiations
- Installment agreement setup
- Penalty abatement requests
- Back tax resolution and compliance
Ideal For
Anyone who has received an IRS notice, is under audit, or owes back taxes and needs expert representation.
Payroll Services
Accurate, on-time payroll processing that keeps your employees paid and your business compliant. We handle the calculations, filings, and deposits so you never have to worry about payroll taxes again.
- Full-service payroll processing (weekly, bi-weekly, monthly)
- Federal and state payroll tax deposits
- W-2 and 1099 preparation and filing
- New hire reporting and onboarding
- Direct deposit setup and management
- Payroll reports and year-end summaries
Ideal For
Small businesses with employees or contractors who need reliable, compliant payroll without the complexity.
Business Consulting
From entity selection to growth strategy, we provide the financial and operational guidance that helps your business thrive. Think of us as your part-time CFO — without the full-time cost.
- Business entity selection (LLC, S-Corp, C-Corp)
- Business formation and startup financial setup
- Cash flow forecasting and budgeting
- Profitability analysis and cost reduction
- Strategic planning for growth and expansion
- Exit planning and business valuation guidance
Ideal For
Entrepreneurs, startups, and growing businesses that need strategic financial guidance to scale confidently.
Transparent Pricing
No surprises. No hidden fees. Just clear, honest pricing.
Every client's situation is unique, so we provide custom quotes based on your specific needs. Book a free 30-minute consultation and we'll walk you through exactly what's included and what it costs — before you commit to anything.
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