BOOKKEEPING · TAX · NONPROFIT SERVICES

Clarity for every
chapter ahead.

Thoughtful tax support. A clearer financial picture. For individuals, businesses, and organizations moving forward.

TC

PRECISION TODAY. POSSIBILITY TOMORROW.

01 THE FIRM

YOUR NUMBERS. YOUR NEXT MOVE.

A clear view of where
you stand.

Tax Consulted brings bookkeeping, tax preparation, and nonprofit filing support into one thoughtful service experience. We turn complex requirements into an organized process, so you can focus on what comes next.

02 OUR SERVICES

Seven services.
One clearer picture.

01 ↗

Bookkeeping

A clearer picture of your business.

Organized records, reconciled accounts, and meaningful financial reports. We help you stay on top of the numbers that support everyday decisions.

Transaction categorization · Account reconciliation · Financial reporting

02 ↗

Personal Taxes

Your life. Your return.

Tax preparation shaped around your income, family, and filing situation. We help organize the details and prepare applicable federal and state income tax returns.

Individual returns · Income review · Filing preparation

03 ↗

Corporate Taxes

Built around your business.

Corporate income tax preparation that connects your financial records with your filing obligations. Clear coordination from document collection through return review.

Corporate returns · Financial record review · Filing coordination

04 ↗

FBAR Reporting

Clarity across borders.

Support with reviewing foreign financial account reporting obligations and preparing the Report of Foreign Bank and Financial Accounts, also known as FinCEN Form 114.

Foreign account review · Information organization · FBAR preparation

05 ↗

ITIN Applications

A practical path to filing.

Assistance with Individual Taxpayer Identification Number applications and renewals, including Form W-7 preparation and guidance on required supporting documentation.

Application review · Form W-7 · Documentation guidance

06 ↗

Form 990

Accountability for your mission.

Annual information return preparation for tax-exempt organizations, with attention to financial records, organizational activities, and the applicable Form 990-series filing.

Annual reporting · Financial information · Filing requirements

07 ↗

501(c)(3) Applications

Give your purpose a foundation.

Guidance through an application for IRS recognition of tax-exempt status under Section 501(c)(3), including Form 1023 or Form 1023-EZ where eligible.

Eligibility review · Application preparation · Supporting documentation

TC

DETAILS CONNECT.
CONFIDENCE FOLLOWS.

03 OUR APPROACH

THOUGHTFUL AT EVERY STEP

Complex details.
Clear direction.

Your finances do not exist in isolation. We consider the person, the business, or the mission behind each filing, with a process built around clear communication and careful preparation.

Understand

We start with your situation, your records, and the questions that matter to you.

Organize

We identify the information needed and map out the work ahead.

Prepare

We bring the details together, review them with you, and clarify next steps.

04 PURPOSE & PROGRESS

FOR MISSION-DRIVEN ORGANIZATIONS

More room
for your mission.

From applying for recognition of tax-exempt status to preparing annual information returns, Tax Consulted helps nonprofits organize the financial and filing details behind their work.

501(c)(3) application support and Form 990 preparation bring continuity to two important stages of your organization’s journey.

Purpose.

Structure.

Continuity.

05 USEFUL RESOURCES

A little context.
A clearer conversation.

ITIN & Form W-7

Understand the IRS application and documentation requirements.

Foreign account reporting

Explore official information about FBAR reporting.

Nonprofit filings

Read about applying for recognition of tax-exempt status.

YOUR NEXT CHAPTER STARTS HERE

Let’s bring clarity
to your next step.

Tell us what you need help with—your books, your taxes, or your organization’s filings. We’ll help you identify a practical starting point.

Please do not send tax returns, Social Security numbers, account details, or other sensitive documents with an initial inquiry.