About Me

Tax Strategies for Entrepreneurs Who Want to Keep More of What They Earn

Most business owners overpay on taxes — not because they’re bad with money, but because their accountant is reactive. They file your return, hand you a bill, and disappear until next year. Tax Sherpa does the opposite. We plan first, then file — so by the time your return is submitted, the savings are already locked in.

Tax Planning
This is where the real money is saved. We build a custom tax strategy around your business, income, and goals — not a template.

Proactive, year-round tax advisory (not once-a-year filing)
Entity structure analysis — are you in the right setup for your revenue?
Deduction mapping — every legal write-off identified and captured
Salary and distribution optimization for S-corp owners
Retirement strategy (Solo 401k, SEP IRA) to reduce taxable income now
Quarterly check-ins to adjust as your business changes
Covers the latest tax law changes, including the 2025 One Big Beautiful Bill Act provisions
Who it’s for: Business owners making money who feel like too much of it goes to the government. If your current CPA has never once called you mid-year with a strategy update, you need this.

Tax Filing
Every return gets a 3-layer review process and a personalized video walkthrough so you understand exactly what was filed and why.

Individual returns — from straightforward W-2s to complex portfolios with rental properties, brokerage accounts, and K-1s.

Business returns — sole proprietors, LLCs, S-corps, partnerships, multi-state, multi-entity. Side hustles to seven-figure operations.

All 50 states, multi-state apportionment included
Secure client portal for document uploads
Year-round support for IRS notices and questions
Strategic review baked into every business return — we flag optimization opportunities as we prep

Bookkeeping & Accounting
Clean books aren’t just for compliance — they’re your decision-making tool. We maintain your records with tax strategy built in from day one, so there are no surprises at year-end.

Monthly accounting with tax-saving alignment
Revenue and expense tracking structured around your tax plan
Books maintained as a planning tool, not just a compliance requirement

Specialties
Online businesses and e-commerce
Real estate investors and rental portfolios
Construction and trades
Cryptocurrency taxation

Why Entrepreneurs Choose Tax Sherpa
Strategy before compliance — we plan the savings, then file the return
Built by an entrepreneur — Neal lost everything in 2008 and fought a $1.3M IRS battle. He knows what’s at stake.
50,000+ returns and hundreds of thousands saved for clients
No business too small — solopreneurs deserve the same strategies the big guys use
Guarantee — if our advisory fees don’t save you more than you paid, something went wrong

Get Started
Email neal@taxsherpa.com to set up a tax assessment. We’ll show you exactly where the savings are before you commit to anything.

taxsherpa.com​ | (678) 944-8367 | Atlanta, GA