It's Not What You Earn But What You Retain That Matters

LET US HELP YOU TO

Retain More Of What You Earn

SO YOU CAN PURSUE YOUR PASSIONS.

It seems as though almost every American can tell you what they earn a year. But how many can tell you how much they actually retained to spend how they choose? At Relax Tax we are obsessed with helping people to retain more of what they earn so that they can pursue their passions. Our custom tax planning playbooks make it simple for clients to retain more of what they earn. Don't take our word for it, our clients are more than happy to share how impactful our process has been on their business and personal finances.

It seems as though almost every American can tell you what they earn a year. But how many can tell you much they actually retained to spend how they choose. At Relax Tax we are obsessed with helping people to retain more of what they earn so that they can pursue their passions. Our clients will be happy to share with you how impactful our process has been on their business and personal finances. Your custom tax planning playbook will make it simple for you to retain more of what you earn. So that you too can pursue your passions.

Back office support services doing the setup, support and optimization of your systems.

Our Three Primary Focuses

Small Businesses

It doesn't matter how much money your business makes or losses; if you are a single owner who files a Schedule C many accounting firms don't want you as a client. unless then can charge you as though you are a complex corporation. We simplify your accounting to reduce your costs.

Landlords

It is true that being a landlord can offer a number of tax advantages. But it can also create a ton of stress and IRS issues if you leave everything to tax time. Your custom Relax Tax playbook will help you to simplify your recordkeeping assuring you avoid expense "leakage" while maximizing for your Schedule E's impact.

Individuals

Anyone can enter numbers from a forms into Tax software. It takes a tax planning specialist to be able to assure the numbers on those forms and impact they have on your taxes work in your favor. This is what the customized Relax Tax individual playbooks do for our clients.

Schedule C Businesses

Single point of contact to understand your business

Fractional CFO Services

Are you amazing at what you do but not a financial expert? Are your business's finances growing more complex but not too complex that you need a full-time CFO? Call about our Fractional CFO Services, if our services don't fit your needs will recommend others who may.

Lead nurture system managing the transition from raw leads to clients

Cash Flow Management

Size doesn't matter, cash is king for all businesses. Yet in small businesses where so many people depend on you, Cash Flow Management becomes very personal. Our tools not only save you money but also simplify and optimize your Cash Flow Management.

Record Keeping

If you keep your records in "books" then we are not the firm for you. We help many of our clients to fully automate their monthly record-keeping so that accounting practically does itself. If your ledgers are kept on blockchains then we are your kind firm, so give us a call.

Payroll/HR Services

Whether you are hiring your first employee or have a huge team; we have the ideal payroll solution will to fit your needs. Our combination of industry-leading partners and internal experts allows you to customize the ideal solution for your company.

Tax Credits

Think what you don't know can't hurt you? Well tax credits, can't help you if you don't know about them. These credits are designed specifically to aid certain businesses in certain situations. Let us help you determine if you are eligible for credits you are not getting.

Integration & Automation

If your business has survived the pandemic, your reliance on systems has increased. Our expertise is in helping small businesses to automate and integrate both financial and nonfinancial SaaS solutions. Our IT solutions assure your business earns more to retain.

Landlords & Individuals

Landlords - Schedule E

Being a landlord offers a number of tax advantages, yet it can also create stress and IRS issues if done wrong. Your custom Relax Tax playbook will help you to simplify your recordkeeping assuring you avoid expense "leakage" while maximizing your Schedule E's impact.

Individuals Taxes

Our mobile app and tax platform make it simple for our clients to identify, gather, and load their tax documents into our portal. Not only does our system update the status of your return throughout the preparation process, but we also include Protection Plus with every filed return.

Personal Tax Planning

Anyone can enter numbers off a form into the tax software. Tax planning specialists assure the numbers on the forms and the impact they have on your taxes work in your favor. The customized Relax Tax individual playbook will help you retain more of what you earn.

College Planning

The impact of college debt has often become multi-generational. Yet you want to be sure that your child has every opportunity afforded to them. What is the best way for your family to navigate this? When should you start to plan for the impact of college? Our College Playbooks assure you are ready.

Personal Financial Planning

A tax return is simply an annual summary of your previous year's finances reported to the government. Yet rather than just focusing on where you have been, our proprietary simple to understand framework helps you determine what you need to do to get to where you want to be financially.

Tax Resolution / Relief

Do you owe the IRS money? Do you have tax returns that you have yet to file? Have you failed to stay current on your IRS Payment plans? Dealing with the IRS can be extremely scary and they won't just go away. But RELAX because our Tax Resolution - Tax Relief specialist will help to alleviate your IRS issues and concerns..