Simplifying Your Taxes, Maximizing Your Savings

Comprehensive tax and bookkeeping solutions tailored to your needs.

Our Process

Three-step journey to simplified taxes and bookkeeping.

  1. Connect with Us

    Begin your journey to financial peace of mind by scheduling a free, no-obligation consultation with us. We're available to connect over a phone call or a virtual meeting. Press the Schedule a Call button to get started!

  2. Your Tailored Strategy

    Once we understand your unique needs and goals, we'll create a personalized tax and/or bookkeeping plan just for you. We'll walk you through this plan, ensuring you understand and are comfortable with every step.

  3. Effortless Journey to Success

    Once the strategy is operational, we manage all aspects and keep you informed. Now, you can embrace the freedom to focus on growing your business or personal pursuits, knowing your financial responsibilities are professionally handled.

Services

For you and your business at every step.

Tax Preparation Services

Includes:

  • Individual Return (1040)
  • Corporate Return - C Corp (1120) & S Corp (1120-S)
  • Partnerships (1065)
  • Trust & Estates (1041)
  • Tax Amendments

Bookkeeping Services

Included Monthly:

  • Financial Statements
  • Record & Reconcile Financial Accounts
  • File 1099 Reports
  • Catch Up & Clean Up
  • Quickbooks Setup

Advisory Services: Tax & Financial

Includes:

  • Retirement Tax Planning
  • Roth Conversion
  • Paying Your Kids in Your Business
  • Entity Evaluation
  • Estimated Taxes
  • Cost Segregation
  • Short-Term Rental Losses
  • And more

Testimonies

Hear from some of our amazing clients.

"I love how personable Day Tax Group is, and how quick they are at responding."
Esmeralda
"There's a reason why I have referred hundreds of people to Day Tax Group for the past 15 years. In addition to their incredible knowledge and experience in this field, they have an innate ability to take complicated tax questions and simplify them for me to understand."
James
"Running a business is hard, but Day Tax Group has made it so much easier. They have saved me so much time and money over the years. I couldn't do what I do without them."
Brandon
"I would be absolutely lost without Day Tax Group."
Paul

FAQs

Do you file past due or prior year(s) tax returns?
Yes, we can help you catch up on past due or prior year tax returns. Schedule a call today to get started!
Do you offer Payroll Services?
No, we do not offer payroll services, but recommend using Gusto.com (affiliate link) for most business.
What is your cancellation policy?
We understand that things change. You can cancel your monthly plan at any time. There could be charges for work performed that is beyond the total amount paid. See our terms for more information.
Is Day Tax Group a CPA firm?
No, we are comprised of Enrolled Agents (IRS certification) and bookkeeping experts. You can learn more about the difference between a CPA and EA in our Knowledge Base.
Is your logo a Duck or a Goose?
This was a hard choice, but Charles is a Duck. He's an expert in "De-DUCK-tions." And yes he has a monocle.
If I win the lottery, is it better to take payments or lump sum?
For most people, we advise you to take payments. You'll have about 180 days to claim your winnings, so use that time to hire a tax professional, an attorney, and a financial advisor before you do anything.

Still have questions?

Contact us for more information or check out our Knowledge Base.