Welcome to Elevation Tax.
We look forward to elevating
your financial situation.
Entity Structuring
Ensuring you have the correct entity structure in place for your business can potentially save you thousands of dollars in taxes. Our advisors will review your entity structure, helping you understand any changes we recommend that will place you in the best situation possible. Our entity team will then complete the necessary paperwork for your entity structure, obtain employment identification numbers (EINs), and will ensure proper registration and compliance with state and federal agency requirements.
Bookkeeping

Accurate bookkeeping will help you gain financial clarity and make informed business decisions. Additionally, proper documentation of business expenses and transactions is required by the IRS to take advantage of available deductions. Elevation Tax has partnered with Xero as our preferred bookkeeping platform since 2013 to provide our clients with a reliable, cloud-based solution that simplifies financial management, enhances accuracy, and supports smarter business decisions. All members of our bookkeeping team have completed the Xero certification and are ready to provide you with a clear and timely view of how your business is performing.

Payroll Service
Whether your business is large or small, if you have employees, you need reliable payroll services. Since 2014, Elevation Tax has partnered with Gusto as our preferred payroll platform to deliver a seamless, compliant, and efficient payroll experience. Our payroll team has completed Gusto’s People Advisory Certification, equipping them with the expertise to support not just payroll processing, but also strategic people operations. We handle everything from calculating employee paychecks and tax obligations to managing direct deposits and ensuring all federal and state payroll filings are submitted accurately and on time. Our payroll team is ready to save you time and provide peace of mind knowing your business payroll is taken care of.
Tax Preparation
Our tax preparation services are designed to meet your tax compliance needs, no matter where you are located. Our team includes Certified Public Accountants (CPAs) and Enrolled Agents (EAs), bringing a high level of expertise and professionalism to every client engagement. By combining deep technical knowledge with practical, commercial, industry-specific insights, and ever-changing tax laws, we help individuals and businesses navigate complex tax landscapes with confidence.
Tax Planning
Clients are always looking for smart ways to reduce their tax burden—and proactive tax planning is one of the most effective strategies available. Our team offers in-year tax projections based on your year-to-date financial data, allowing us to estimate your total tax liability before the year ends. With this insight, we can identify opportunities to reduce your tax bill through strategic adjustments and planning. We’ll also help you fine-tune your quarterly estimated tax payments, so you’re not over or under paying—ensuring better cash flow and fewer surprises at tax time.
Expert Guidance with Every Service
Being a business owner doesn’t mean you need to be a tax or accounting expert; and with Elevation Tax, you don’t need to be. Every service we offer includes built-in consulting to help you rest easily, knowing we are here whenever questions arise. We believe that strong communication between business owners and their accounting team is essential to long-term success. That’s why we make it easy to get the answers you need; whether it’s a quick email or a scheduled call with one of our professionals. Our team is here to support you year-round, not just at tax time.
At Elevation Tax, we combine personalized service with deep industry expertise to help business owners, executives, and independent professionals thrive. Whether you're looking for proactive tax planning, strategic financial guidance, or reliable accounting support, our team is here to elevate your success. We offer transparent pricing, a friendly and knowledgeable team, and a commitment to helping you reach your financial goals. Let’s start with a free consultation. Call or email us today to take the first step.