CPA Tax Services for Individuals and Growing Businesses
Professional CPA tax services for high-earning individuals and business owners who require accuracy, clarity and dependable guidance for complex tax situations.
- Secure and fully virtual tax preparation process
- Strategic tax planning to minimize risk and optimize outcomes
- Accurate filings for individuals and S-Corp owners
Comprehensive Tax Services Tailored to Your Needs
At Baccus Consulting LLC, we help high-earning professionals and business owners navigate complex tax matters with clarity, accuracy and trusted CPA expertise. Whether you’re a business owner, professional, investor or U.S. expat managing equity compensation, operating closely-held business or dealing with multiple-state income, our team provides personalized tax guidance designed to optimize compliance and long-term financial outcomes.
Our services cover everything from annual tax filings to proactive planning, so you can reduce risk, stay compliant and make informed financial decisions throughout the year.
Who We Serve?
Our tax services are designed for clients with complex and evolving tax situations including:
- Small and growing U.S. businesses and S-corporations
- Professionals receiving RSUs, ESPP, ISO and other stock-based compensation
- Freelancers, consultants and contractors with 1099 income
- Real estate investors with rental properties or multiple properties
- Individuals with multi-state income or complex deductions
- Non-residents and foreign investors navigating U.S tax obligations
If your tax situation involves multiple income streams, business ownership or complex compensation structures, professional CPA oversight becomes critical for accurate compliance and strategic planning.
What To Expect From Your Consultation
Your 30 minute consultation with a CPA advisor is designed to understand your situation, assess scope and complexity, and determine whether our services are the right fit for your needs.
You will receive:
- A discussion of your overall tax situation
- Clarification of appropriate engagement scope
- An outline of available service options
- Clear next steps should you decide to proceed
Our Tax Service Process
Step 1 — Share your Tax Needs
Tell us about your situation in less than a minute.
Step 2 — We Follow Up
We contact you within 24 hours to schedule your consultation.
Step 3 — Discovery Consultation with Your CPA Advisor
We discuss your situation, assess scope and complexity, and determine appropriate next steps.
Substantive review and technical analysis are conducted under formal engagement.
Step 4 — Simple Onboarding & Secure Document Upload
If you choose to proceed, we will guide you through onboarding and collecting necessary information.
Step 5 — Tax Preparation & Technical Review
We prepare your return or advisory response, conduct a detailed review, and walk you through key considerations.
Step 6 — Filing, Resolution & Ongoing Support
We file as appropriate and where applicable, provide continued tax planning and advisory support.
Why Choose Baccus Consulting LLC
Baccus Consulting is a CPA-led tax and financial advisory firm focused on helping individuals and closely-held businesses navigate complex tax matters with clarity and confidence.
What sets us apart:
- CPA-led advisory with experience handling complex tax situations
- Personalized, one-on-one guidance tailored to each client
- Secure, fully virtual process designed for convenience and confidentiality
- Experience with multi-state filings, cross-border tax compliance, foreign asset reporting, equity compensation and closely-held business taxation
- Year-round advisory support, not just during tax season
Our goal is to provide structured, dependable tax guidance so that clients can remain compliant while making informed financial decisions throughout the year.
Frequently Asked Questions
Q: Is the consultation really free?
Yes. The consultation is a discovery session designed to understand your situation, assess scope, and determine whether our services are the right fit. Substantive review of filings, technical analysis, and tax opinions are provided under formal engagement.
Q: Do I need documents for the consultation?
No. The consultation focuses on understanding your overall tax situation and determining next steps. If you choose to proceed, we will guide you through secure document collection during onboarding.
Q: Can you help with both personal and business taxes?
Yes. We support individuals, business owners and closely-held businesses including LLCs, S-Corporations and partnerships.
Q: Do you work with complex tax situations?
Yes. Many of our clients include business owners, professionals with equity compensation (RSUs, ESPPs and ISOs), individuals with multi-state income, real estate investors and those with foreign asset reporting obligations.
Q: How long does the tax process take?
Most returns are completed within a few days once all documents are provided. Timelines can vary depending on the complexity of your situation and the completeness of the information submitted. For general information about federal filing obligations, you may also review the IRS guidance on whether you need to file a tax return.
Request Your Tax Consultation
Complete the form below and our team will contact you within 24 hours to book your session.
👉 Explore Our Comprehensive Tax Solutions
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