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Speak With a Tax Professional

Chicago-based. Serving clients nationwide.

Your Taxes, Books and Deadlines—Handled.

Taxnality helps individuals and businesses file accurately, clean up disorganized books, plan ahead and respond to tax problems. You get clear guidance from experienced tax professionals, a defined process and no guessing about what happens next.

Marty’s Malt Shop

Can you fix our books and lower our taxes?

Steve @ Taxnality

Absolutely. We’ll handle both.

Marty’s Malt Shop

Can you fix our books and lower our taxes?

Rating 4.5
1,254+ Reviews

Serving the U.S. Proudly

1980

Real Professionals. Clear Answers. No Disappearing Act.

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.

Meet The Lead Professional Sam D. Sharp, CPA

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.

Looking for ongoing support?

Monthly bookkeeping, payroll cleanup & proactive tax planning for growing businesses.

Solutions That Keep Your Business
Financially Strong

One dedicated team for bookkeeping, tax filing, payroll, and CFO-level strategy, all tailored around your
specific business goals. 

Business Tax

Preparation and filing support for S corporations, partnerships, LLCs, C corporations and businesses operating across multiple states. We also help businesses address late or missed filings when the records need attention first.

Business Accounting & Advisory

When the business needs more than bookkeeping, we help owners understand cash flow, margins, reporting and financial decisions without burying the conversation in accounting jargon.

Individual Tax

Accurate preparation for individuals, families, professionals, investors, landlords and self-employed taxpayers. We organize the facts, identify the forms involved and explain the return before it is filed.

Payroll Services

Get help with payroll setup, reporting gaps, quarter-end and year-end requirements, W-2 and 1099 support, and the cleanup of payroll records that no longer match the books.

BookKeeping

Keep the books current throughout the year with reconciliations, organized records and useful financial reports. You gain a cleaner tax season and a more accurate view of how the business is performing.

Experience That Fits the
Way Your Business Operates

Every industry creates different reporting, payroll, sales tax, expense and filing questions.
Our work begins with how your business earns, spends and grows.

Real Estate

Tax preparation and bookkeeping support for landlords, property investors, real estate professionals and multi-property operations.

Healthcare

Organized books, payroll coordination and tax support for practices, clinics and independent healthcare professionals.

Startups &
Entrepreneurs

Build the financial foundation correctly with clean books, practical tax guidance and support as the business becomes more complex.

Small Businesses

Straightforward tax and accounting support for owner-operated businesses that need answers without maintaining a large internal finance team.

AI & Technology

Support for software, technology and AI businesses managing contractor costs, multi-state activity, growth and changing financial requirements.

Tax & Accounting Expertise for a Variety of Industries

Every business is unique. When it comes to tax laws and creating insightful accounting, this couldn't be more true.

The Professionals Behind Your Numbers

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.

  • Mark Flint

    Mark Flint

    CPA

    CPA

    Sam D. Sharp

    Lead Tax Professional

    Small-business tax matters, individual filings and complex tax situations.
  • Tax Professional

    Mark Flint

    CPA

    CPA / EA

    Business Tax

    Business Tax Professional

    Entity returns, state filings and owner schedules.
  • Tax Professional

    Mark Flint

    CPA

    Tax Professional

    Individual Tax

    Personal Tax Professional

    Personal returns, rental income and multi-state matters.
  • Tax Professional

    Mark Flint

    CPA

    Accounting

    Books & Payroll

    Accounting Professional

    Cleanup, monthly reporting and payroll coordination.

How We Simplify Your Finances

We make financial management effortless with a streamlined, four-step approach tailored specifically to your business.

Book Your
Consultation

Tell us about your business, your current financial setup, and clearly define what you need help with most right now.

Consultation

Get Matched
With A CPA

We assign a dedicated advisor who genuinely understands your industry, your entity type, and your specific situation.

CPA Match

Securely Connect
Accounts

You link your bank accounts and financial documents through our encrypted client portal, entirely at your own pace.

Connect Accounts

Receive Ongoing
Support

We handle your books, filings, and financial strategy going forward, with clear reporting delivered every single month.

Ongoing Support

Choose the Plan Your Business Needs

Choose flexible advisory packages tailored to your current size, transaction volume, and strategic tax
needs with zero hidden fees.

PERSONAL

Personal
Tax Filing

For individuals and families who want their return prepared accurately and explained clearly.

INCLUDES:

  • Federal individual return
  • W-2 and 1099 income
  • Common credits and deductions
  • E-filing after approval
  • State return scope confirmed upfront

$99

+State return additional

Applicable state retube fled FREE

Complex

Complex Individual
Tax Filing

For taxpayers with self-employment, rental property, investments, multiple states or additional schedules.

INCLUDES:

  • Business or 1099 income
  • Rental property schedules
  • Investment and capital gain reporting
  • Multi-state considerations
  • Estimated-payment guidance

$149

+State return additional

Applicable state retube fled FREE

Business

Business Tax Filing

For S corporations, partnerships, LLCs and C corporations that need a complete federal and applicable state filing.

INCLUDES:

  • Federal business return
  • Owner, partner or shareholder schedules
  • Tax-ready financial review
  • State-return scope confirmed upfront
  • E-filing after approval

$199

+State return additional

Applicable state retube fled FREE

Cleanup

Books Cleanup &
Tax Filing

For businesses that cannot file confidently because the books are incomplete, unreconciled or months behind.

INCLUDES:

  • Backlog assessment
  • Account reconciliation
  • Transaction cleanup
  • Tax-ready financials
  • Business return preparation

$249

+State return additional

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.

Results That Speak for Themselves

Amelia Stone Founder, fashion boutique

TaxNality helped us organize our finances and understand exactly where our business was growing. The process was clear, professional, and easy to follow.

Daniel Brooks Owner, retail business

Working with TaxNality gave us confidence in our financial decisions. Their team made complicated tax matters easier to understand and manage.

Sophia Reed Co-Founder, wellness brand

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.

Marcus Bennett Director, healthcare services

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.

Got Questions? We Have Answers.

Your plan is based on your business's size, complexity, and which services you need, not a flat fee that assumes every business is the same.

Yes, we can help clean up, organize, and bring your books up to date.

Yes, our services are designed for both individuals and businesses.

You will have a dedicated contact person to manage your requirements.

Latest tax tips & insights

Stay informed with expert advice from our team

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