Elite Tax & Accounting for Investors, Entrepreneurs & High-Income Professionals
Comprehensive tax preparation, business accounting, and funding advisory — reviewed by licensed CPAs and filed through our IRS-Authorized E-File system for full compliance and speed.
Tax Strategy
Maximize deductions with expert planning
Compliance
IRS-authorized e-filing for accuracy
Funding
Unlock capital through strategic tax planning
Who We Serve
Tailored tax solutions for ambitious professionals
Real-Estate Investors
Multi-property owners seeking optimized tax strategies
Entrepreneurs
Business operators maximizing growth opportunities
S-Corp & Multi-LLC
Founders scaling with strategic entity structures
Contractors
High-earning professionals optimizing tax outcomes
Structured Funding & Tax Strategy
We help clients seeking long-term tax optimization paired with strategic funding opportunities to accelerate wealth building.
- ✓ Multi-state tax coordination
- ✓ Advanced entity structuring
- ✓ Capital access optimization
Why Choose Us
Professional tax expertise you can trust
CPA-Reviewed Filings
Every return reviewed by licensed CPAs for accuracy
IRS Authorized E-File
Fully compliant electronic filing for faster processing
Strategic Entity Structuring
Optimize your business structure for tax efficiency
Year-Round Support
Continuous bookkeeping and tax planning
Refund Transfer
No upfront fees with refund-transfer options
Encrypted Portal
Confidential, secure document management
Our Packages
Choose the perfect plan for your business needs
Tax Max
$997
Best for: Single-member LLCs, contractors, or new business owners
- ✓ Full 1040 + Schedule C filing
- ✓ CPA-reviewed return
- ✓ Entity optimization consultation
- ✓ 30-min strategy session
- ✓ E-signature & e-file
- ✓ Refund-transfer option
Tax Wealth Builder
,997
Best for: Multi-entity owners, S-Corps, or real-estate investors
- ✓ Everything in Tax Max
- ✓ 1120S/1065 filing
- ✓ S-Corp election filing
- ✓ Expense optimization
- ✓ Quarterly planning
- ✓ Credit optimization
Tax + Funding Accelerator
$2,497
Best for: Business owners seeking funding leverage
- ✓ Everything in Tax Wealth Builder
- ✓ Funding consultation
- ✓ 0% interest programs
- ✓ Lender-ready statements
- ✓ Custom bookkeeping setup
- ✓ Priority support
Each Package Includes One Personal Return + One Business Entity
Additional entities billed separately. All packages include CPA review and IRS-authorized e-filing.
How It Works
Simple process from onboarding to ongoing management
Onboard Securely
Submit documentation through our encrypted client portal with bank-level security
Review & Strategy
CPA-reviewed returns ensure accuracy while maximizing deductions and compliance
E-File & Funding
Direct transmission to IRS and state via authorized e-file system
Ongoing Management
Optional bookkeeping and quarterly planning for continued success
Bank-Level Security
256-bit encryption protects your sensitive financial data
Fast Processing
E-filed returns processed faster than paper submissions
Expert Support
Dedicated CPA team available year-round for questions
Our Compliance Promise
Complete transparency and professional standards
CPA Reviewed & Processed
All filings are reviewed under licensed CPA oversight for accuracy and compliance
IRS-Authorized E-File System
We maintain strict confidentiality and adhere to federal electronic filing standards
Transparent Documentation
We provide complete transparency for all services and processes
Data Security
Bank-level encryption and secure document storage
Federal Standards
Full compliance with IRS electronic filing requirements
Complete Transparency
Clear documentation and open communication throughout
Personal-Tax Packages
CPA-reviewed returns for every tax situation
Essential 1040
95
Federal + 1 state return for W-2 earners with standard deduction. E-file included.
- • W-2 income only
- • Standard deduction
- • 1 state return
- • E-file included
Advanced 1040
$295
Adds dependents, child tax credit, itemized deductions, and up to 2 states.
- • Dependents & credits
- • Itemized deductions
- • Up to 2 states
- • E-file included
Entrepreneur 1040
$495
Includes self-employment income, expense review, and deduction mapping.
- • Schedule C included
- • Expense optimization
- • Deduction mapping
- • Business consultation
Investor Pro
$695+
Adds rental property, stock/crypto sales, K-1s, and multi-state coordination.
- • Rental properties
- • Investment sales
- • Multi-state returns
- • K-1 processing
Additional Services
Monthly Bookkeeping
Categorization, reconciliation, and financial reporting
From $250/mo
Payroll Management
W-2/W-9 processing and compliance
From 50 setup
Audit Protection
Third-party representation coverage for up to 3 years
$75– 00
Business Formation
LLC or S-Corp creation, EIN registration, compliance filings
Starting From 99
Financial Coaching
Monthly financial and credit strategy sessions
50/mo
All services integrated with our CPA-reviewed process for maximum compliance and efficiency
Ready to take control of your taxes, accounting, and business funding?
Transform your financial future with expert CPA-reviewed tax strategies and funding solutions
Contact Accounting@NewmarkGoodmann.com