Tax Solutions
Smart structures. Strategic moves. Lower taxes—without the stress.
Tax strategy is more than filing—it’s about setting your business up to pay less tax on purpose. We take the confusion out of the tax code and turn it into a set of tools you can actually use to keep more of your profit.
We help you choose and optimize the right entity structure (LLC, S-Corp, partnership, or something more specialized), determine tax-efficient owner compensation, and leverage deductions, credits, and methods that fit your business. Think accountable plans, home-office optimization, retirement strategy integration, depreciation tactics (bonus, Section 179, cost segregation opportunities), and ensuring your operations align with the way you want to be taxed.
From pass-through optimization to smart fringe benefits to keeping you compliant with IRS requirements (without losing your mind), we bring clarity, confidence, and a strategic edge to your tax position.
All legal. All intentional. And all designed to help you keep more of what you earn—because that’s the whole point.
Personal Tax Filings
Kick-Off Strategy Session
Annual Tax Filing
End of Year Tax Planning Calls
Business Tax Filings
Kick-Off Strategy Session
Annual Tax Filing
Quarterly Tax Strategy Sessions
Estimated Quarterly Taxes
S-Corp Solution
Our Signature Solution
This tailored solution could conservatively save you $8,000–$20,000+ in unnecessary tax liabilities while reducing audit risk and aligning your structure with IRS best practices.
Quarterly Tax Strategy
This isn’t your average “let’s talk taxes” meeting. This is where we dig in every quarter to make sure Uncle Sam isn’t getting more than his fair share.
Think of it as your quarterly financial checkup: proactive, not reactive. Instead of scrambling at tax time, you’ll always know where you stand—and how to keep more of your hard-earned money working for you.
Because around here, “tax season” is every season.
SMART Accounting Solutions
Strategic. Managed. Accurate. Real-time. Tax-aligned. Because your numbers should work as hard as you do.
SMART Accounting isn’t traditional bookkeeping—it’s a fully supported financial system designed to give you clarity, control, and confidence in every decision you make. Your numbers become more than data; they become a strategic asset.
Our approach is Strategic, giving you financial visibility that supports the way you operate. It’s Managed, with consistent oversight that keeps your books organized and audit-ready. It’s Accurate, ensuring every dollar lands exactly where it should. It’s Real-time, so you always know where your business stands today—not last month. And it’s Tax-aligned, meaning your books are built to support the strategies that keep more profit in your pocket.
From a clean, structured chart of accounts to reliable reconciliations and reporting that actually makes sense, SMART Accounting gives you the foundation you need to understand what’s profitable, what’s not, and what to do next.
Accurate books. Real insights. A financial system aligned with your tax strategy and growth goals—that’s SMART Accounting.
COMPLIANCE
*Monthly Investment Starting at $500
The essentials done right.
This tier ensures your books are clean, accurate, and handled consistently—so you stay compliant, audit-ready, and confident in your financial foundation.
Includes:
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Monthly bookkeeping & reconciliations
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Categorization aligned with tax strategy
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Clean, organized, audit-ready financials
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Basic Financial Reports
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Quarterly Financial Meeting with Senior Accounting Manager
PROFIT PLANNER
*Monthly Investment Starting at $800
Numbers that show what’s working—and what’s not.
This tier gives you deeper insight into your financial performance, helping you understand trends, margins, and opportunities without drowning in data.
Includes:
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Monthly bookkeeping & reconciliations
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Categorization aligned with tax rules
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Clean, organized, audit-ready financials
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Enhanced monthly reporting & insights
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KPI tracking (profit margins, revenue trends, expense patterns)
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Cash flow visibility & simple forecasting
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Quarterly Financial Meeting with Senior Accounting Manager
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3rd Party API's & Reconciliations-1
FRACTIONAL CFO
*Monthly Investment Starting at $1,600
High-level financial leadership—without the full-time salary.
This tier delivers true financial partnership. Fractional CFO support gives you strategic oversight, clarity for big decisions, and a profit-focused roadmap for the future.
Includes:
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Monthly bookkeeping & reconciliations
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Categorization aligned with tax rules
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Clean, organized, audit-ready financials
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Enhanced monthly reporting & insights
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KPI tracking (profit margins, revenue trends, expense patterns)
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Cash flow visibility & simple forecasting
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1099 Management & EOY Filing
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3rd Party API's & Reconciliations
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Quarterly CFO strategy sessions
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Full financial analysis & interpretation
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Cash flow planning & advanced forecasting
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Profit optimization strategies
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Tax-aligned operational structuring
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Pricing strategy & margin improvement
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Financial goal-settings & accountability
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Oversight of financial systems & process improvements
Custom Solutions
At TPF we truly create custom solutions based on your needs. Add on Solutions to any Service:
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QuickBooks Creation & Set Up
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QuickBooks Clean Up
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QuickBooks Training
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Payroll - Gusto Partner
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Accounts Payable - Vendors
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Accounts Receivable - Invoicing
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Sales Tax Filing
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1099 Filings
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Profit Strategy
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Business + Profit Coaching
Dena P, FL
We’ve been working with The Profit Firm for the past few years, and we couldn't be more pleased with the service and support we've received. Kelly, the owner, is fantastic—knowledgeable, responsive, and truly committed to helping her clients succeed. The entire team has been great to work with. They’re reliable, detail-oriented, and always willing to answer questions or provide guidance when needed. It’s clear they genuinely care about their clients and their success. Having The Profit Firm as our bookkeeper has brought peace of mind and confidence to our financial processes. Highly recommend!
Noel L, GA
Kelly and Kasey at The Profit Firm are amazing to work with! They are patient, knowledgeable, and always willing to help with any questions I might have. I highly recommend anyone with a small-medium sized business (like me) reach out to them for support/tax strategy!
Elona R, GA
The Profit Firm has been exceptional—knowledgeable, responsive, and genuinely committed to helping me reach my financial goals. They make complex info easy to understand and bring me real peace of mind. Highly recommend for anyone needing a trustworthy, proactive accountant!