Who We Help
We specialize in tax planning for unique challenges faced by modern businesses and professionals.
Find Your FitSpecialized Tax Planning for Modern Business Needs
At Taximity, we believe effective tax planning must be tailored to your specific situation and goals. Our approach focuses on three distinct client groups, each with unique tax challenges and opportunities. We've developed specialized expertise in these areas to deliver maximum value and strategic insight.
Professionals with Side Businesses
Balancing a career while running a side business creates unique tax complexities. We help you navigate both worlds, ensuring you maximize deductions, manage income streams efficiently, and create a tax structure that supports your growth without administrative burden.
How We Help
- Optimize the tax structure between employment and business income
- Strategic timing of income recognition and expenses
- Retirement planning that integrates both income sources
- Quarterly estimated tax payment guidance
Representative Case
Imagine you’re juggling both a W-2 job and a growing consulting business. Without a clear plan, taxes can become a headache. By working with Taximity, you’d map out a strategy that not only saves you thousands on taxes but also boosts your confidence in every financial decision.
Venture-backed Startups
From pre-seed to Series A and beyond, tax planning needs evolve rapidly for tech startups. Our team specializes in the unique challenges of high-growth technology companies, including R&D credits, equity compensation, and international expansion considerations.
How We Help
- R&D tax credit maximization
- Stock option and equity compensation planning
- State nexus analysis for remote teams
- International tax considerations for global expansion
Representative Case
Picture your startup just secured Series A funding. You’re scaling quickly, and every dollar counts. With Taximity’s proactive guidance, you could identify R&D tax credits and other strategies that put $100k or more back into your operating budget—fueling further growth.
SMBs Scaling Profitably
Growing businesses face changing tax landscapes as they scale. We provide guidance through these transitions, ensuring tax efficiency while building scalable financial processes. Our approach supports profitable growth without unexpected tax surprises.
How We Help
- Entity structure optimization
- Tax-efficient profit distribution strategies
- Business succession and exit planning
- Sales tax nexus and compliance management
Representative Case
Envision your business hitting $2M in revenue. Suddenly, new tax hurdles appear. Taximity helps you restructure your approach, resulting in a double-digit reduction in your effective tax rate, all while reinforcing the financial systems you need to keep growing.
Not Sure Which Category Fits You?
Every business and professional has unique circumstances. Contact us for a personalized conversation about your specific tax planning needs.
Schedule a Consultation