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Tax services

Prepared for filing. Positioned for what’s next.

Babe & Co Financial provides tax preparation, planning, resolution support, bookkeeping, and education for individuals and business owners—during tax season and throughout the year.

01

Individual & Family Tax Preparation

Preparation and e-filing support for individuals and families, with a clear review before submission.

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02

Business Tax Filing

Federal and applicable state return preparation for sole proprietors, LLCs, S corporations, partnerships, and growing companies.

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03

Year-Round Tax Planning & Strategy

Proactive conversations about estimated taxes, entity decisions, major transactions, and the tax questions that arise between filing seasons.

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04

Amended & Prior-Year Returns

Review and preparation support when a previously filed return may need correction or an unfiled year needs attention.

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05

IRS Notice & Resolution Support

Help understanding IRS correspondence and evaluating available next steps for notices, balances, payment concerns, or unfiled returns. Representation availability depends on the matter and verified credentials.

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06

Bookkeeping & Business Support

Organized books and practical support that help business owners understand their numbers and arrive better prepared for tax filing.

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07

New-Business Tax Setup

Foundational guidance for new owners, including EIN and entity-related tax setup support within the agreed service scope.

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08

Expat Tax Services

Tax preparation support for Americans abroad when the facts and jurisdiction fall within the firm’s confirmed service capabilities.

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09

Babe & Co Academy

Tax-preparation and business education for aspiring tax professionals and entrepreneurs through training, community, and mentorship.

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The Tax Babe Brief

Tax deadlines, strategy &
the moves that matter.

Tax notes for individuals and business owners. No noise.

Let’s talk taxes

Ready to get your taxes
handled the Babe way?

Tell us whether you need tax preparation, business filing, IRS support, bookkeeping, or a year-round strategy conversation.

Book a Tax Consultation