Welcome to Elevation Tax.
We look forward to elevating
your financial situation.
We look forward to elevating
your financial situation.

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.

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.

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.

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.

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.

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.