Have a filing deadline approaching? Start now so we can confirm what is required and what can be completed on time
Speak With a Tax Professional
Tax work is too important to send into a black box. TaxNality combines professional oversight with an organized, responsive process. From the first conversation, you will know what information we need, what work is included, what it will cost and what comes next.
We are based in Chicago and work with individuals and businesses nationwide. Whether the issue is one overdue return or an entire year of bookkeeping, we begin by understanding the facts—not by forcing you into a generic package.
Sam brings more than 20 years of CPA experience across small-business tax matters, individual filings and complex tax situations. His approach is simple: understand the full picture, explain the options in plain English and complete the work with care.
Monthly bookkeeping, payroll cleanup & proactive tax planning for growing businesses.
One dedicated team for bookkeeping, tax filing, payroll, and CFO-level strategy, all tailored around your
specific business goals.
Every industry creates different reporting, payroll, sales tax, expense and filing questions.
Our work begins with how your business earns, spends and grows.
Every business is unique. When it comes to tax laws and creating insightful accounting, this couldn't be more true.
TaxNality is supported by licensed CPAs, Enrolled Agents and experienced tax professionals. Every profile displayed here should include the person’s real name, credential, role, jurisdiction where relevant, area of expertise and a genuine photograph.
CPA
Lead Tax Professional
Small-business tax matters, individual filings and complex tax situations.
CPA
Business Tax Professional
Entity returns, state filings and owner schedules.
CPA
Personal Tax Professional
Personal returns, rental income and multi-state matters.
CPA
Accounting Professional
Cleanup, monthly reporting and payroll coordination.We make financial management effortless with a streamlined, four-step approach tailored specifically to your business.
Tell us about your business, your current financial setup, and clearly define what you need help with most right now.
We assign a dedicated advisor who genuinely understands your industry, your entity type, and your specific situation.
You link your bank accounts and financial documents through our encrypted client portal, entirely at your own pace.
We handle your books, filings, and financial strategy going forward, with clear reporting delivered every single month.
Choose flexible advisory packages tailored to your current size, transaction volume, and strategic tax
needs with zero hidden fees.
PERSONAL
For individuals and families who want their return prepared accurately and explained clearly.
Applicable state retube fled FREE
Complex
For taxpayers with self-employment, rental property, investments, multiple states or additional schedules.
Applicable state retube fled FREE
Business
For S corporations, partnerships, LLCs and C corporations that need a complete federal and applicable state filing.
Applicable state retube fled FREE
Cleanup
For businesses that cannot file confidently because the books are incomplete, unreconciled or months behind.
Applicable state retube fled FREE
All returns are prepared and reviewed by CPAs and tax professionals. | Prices apply to federal return only. | Additional fees may apply for complex situations.
TaxNality helped us organize our finances and understand exactly where our business was growing. The process was clear, professional, and easy to follow.
Working with TaxNality gave us confidence in our financial decisions. Their team made complicated tax matters easier to understand and manage.
From planning to reporting, TaxNality helped us stay on top of our numbers. We now have a much clearer picture of our business and its future.
Running a healthcare business requires careful financial planning and accurate reporting. TaxNality helped us improve our financial processes, stay organized, and make better decisions with confidence.
Stay informed with expert advice from our team
There's no universal answer, but there is a wrong way to approach the question, which is guessing. The right approach depends...
There's no universal answer, but there is a wrong way to approach the question, which is guessing. The right approach depends...
There's no universal answer, but there is a wrong way to approach the question, which is guessing. The right approach depends...