Tax Preparation

Precise, compliant, audit-ready tax preparation for individuals, U.S. expats, and small business owners. We specialize in multi-state filings, foreign-owned LLCs, and complex tax situations requiring advanced expertise.

Who this is for

IndividualsU.S. expatsForeign-owned LLCsFoundersFreelancers

What sets this engagement apart

  • Multi-state
  • foreign-owned LLC
  • audit-ready

How the engagement runs

  • Discovery Call. We talk about your situation, the entities involved, and what success looks like. No jargon, no pressure.
  • Scoping & Setup. Engagement letter, secure onboarding, Xero or document workspace, expectations set in writing.
  • Cleanup or Migration. If your books need work, we reconstruct and reconcile first, so every downstream step is built on accurate data.
  • Ongoing Cadence. Monthly books, quarterly check-ins, annual filings. KPI dashboards and advisory where the package includes it.

Available in these packages

Prefer a bundled relationship? Tax Preparation is included in the following Soarx packages.

Pkg 01Essential Books + TaxMonthly bookkeeping paired with annual tax preparation for simple, organized compliance.
$275/mo · bundled
Pkg 02Growth PackageOngoing books, tax support, and advisory guidance for growing small businesses.
$450/month
Pkg 03Fractional CFOCFO-level planning, forecasting, and decision support for businesses that need strategic financial clarity.
$750/month
Pkg 05Startup LaunchAccounting foundation, bookkeeping, and tax readiness for new businesses building clean from day one.
$350/month
FAQ

Frequently asked questions

Can Soarx handle multi-state and foreign-owned LLC tax filings?

Yes. Tax preparation is one of our specialties, including multi-state filings and foreign-owned LLCs, alongside individual and small-business returns that require advanced expertise.

Do you prepare taxes for U.S. expats living abroad?

Yes. We prepare precise, compliant, audit-ready returns for U.S. expats, as well as for individuals, founders, freelancers, and small business owners with complex or cross-border situations.

Do foreign owners of a U.S. LLC have U.S. tax filing obligations?

Foreign-owned U.S. LLCs often carry U.S. filing and reporting obligations, which is exactly the kind of complex situation we prepare for. Your specific obligations depend on your facts, so we review your situation directly before any work begins.

How much does tax preparation cost and how often is it done?

Tax preparation starts at $225, typically on an annual basis with optional quarterly support. Final pricing depends on your situation, entity structure, and filing complexity.

Contact Us

Ready to talk about tax preparation?

Complete the form below and we will get back to you as soon as possible.