Income Tax Return Preparation & Business Advisory Services
We know taxes. We know the systems behind your numbers. We’re here to bring it all together.
you (and your business) first
Income Taxes and Accounting don’t have to be arduous.
Our favorite part of the work we do is when our clients trust us to guide them in taking the next best steps in their business and lives for smooth and easy income tax return preparation and planning.
Preparing your income tax return is smooth & easy when the systems behind your numbers – your accounting, file saving, and other, similar habits – are on rails that make sense for you and for us.
Before we can help you with your systems, your taxes need to be up to date (or on the way there).
We’re laser-focused on identifying what needs to happen to support you where you and your business are at and getting you and your business where you need and want to be.
Your Tax Return Drives Your Services
As a small business owner, you’re most likely here first for taxes, and everything else is a bonus. Your goals, the time of year, and the status of your tax returns will determine what we do together first. We always start by gathering information – even introductions.
Language for you and your business
We leave the tax and accounting jargon behind as much as possible and teach what you need to know.
Even so, you may want to know more. We’re constantly developing new tools for clients and the community. We make these available through courses on MemberVault. Current clients get access to these at discounted rates. We also have a course that focuses on the fundamentals of accounting for you, the business owner.
Solutions customized to your business
Your business is unique. Your accounting systems should be, too.
your business, your accounting
Committed to Your Business
You started your business out of a passion for what you do. With it, came the burdens of running a business: organization, record keeping, and activity tracking. Whether you’re just starting out or you’ve been around for a while now, our service offerings are designed for the creative entrepreneur’s needs.
Get Started
Introductions: You and Crayon Advisory
Are you ready to introduce yourself and your business to Crayon Advisory? We're ready for you to take the first steps toward working with us on your income tax return preparation! Start with our Introductory Survey, where you'll get to know a little bit about us, and us a little bit about you.
We've trained some pretty nifty robots to review your survey. And, don't worry, the human behind the scenes will review it as well. What comes next depends on the survey results - you'll either have an opportunity to schedule an introduction meeting or wait for the human to review your information and reply.
Scheduling
Introductions: You and Crayon Advisory
Are you ready to introduce yourself and your business to Crayon Advisory? We're ready for you to take the first steps toward working with us on your income tax return preparation! Start with our Introductory Survey, where you'll get to know a little bit about us, and us a little bit about you.
We've trained some pretty nifty robots to review your survey. And, don't worry, the human behind the scenes will review it as well. What comes next depends on the survey results - you'll either have an opportunity to schedule an introduction meeting or wait for the human to review your information and reply.
Reach Out
Contact Us
This form will put some information about you and your needs and wants straight into our systems. It’s a great way to get started on some conversations that may seem hard or impossible.
Reach Out
Contact Us
This form will put some information about you and your needs and wants straight into our systems. It’s a great way to get started on some conversations that may seem hard or impossible.