Get Expert Tax Prep with CFOvantage and Save More.

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Accurate and income tax preparation tailored to your specific needs, ensuring you meet all deadlines while maximizing your deductions and minimizing liabilities.

Maximize Your Deductions and Minimize Your Liability

Our team is dedicated to finding every opportunity to save you money. We’ve been doing this for over 35 years.

Have Your Taxes Prepared by a Tax Pro

Unlike other online services, we don’t rely on software alone. You’ll have a tax pro who understands your unique situation handling your return..

Sit Back and Relax

We file everything for you, accurately and on time. You get peace of mind knowing it’s done right.

End the Cycle of Confusion and Delays

With online platforms, you often feel like you’re left to figure things out on your own.

 

We handle all the heavy lifting, offering timely support and proactive advice so you can avoid tax mistakes.

Frustrated with Costly Online Solutions that Don’t Provide Personal Attention?

Online services often promise low prices, but hidden fees add up quickly. Worse yet, you’re left without personalized guidance.

At CFOvantage, you get a transparent, flat-rate pricing model, with no surprises. We believe in providing value through expertise and personalized service—ensuring you maximize your deductions and save more on your taxes.

frustrated tax preparation

Transparent Pricing

Simple Individual

$199
  • Includes Schedule A, B, D
  • Up to 3 Brokerage Statements (1099B)
  • Up to 5 1099 INT/Div Statements
  • Child Tax Credit & EIC
  • Education Credits

Get Started

Complex Individual

$399
  • Everything in Simple
  • 1 Schedule C, or E, or F
  • 1 Installment Sale
  • Up to 5 Brokerage Statements
  • $100 for each additional Sch. C, E, F

Get Started

Business

$899
  • Accurate P & L Reporting
  • K1 Preparation for Partners/Shareholders
  • Deduction Optimization
  • Proactive Tax Review
  • State Tax Compliance
  • Depreciation and Asset Management

Get Started

How It Works

Holistic

Tax

Planning.

Our holistic tax planning approach considers every aspect of your financial situation, from income and investments to future goals. We integrate personalized strategies that align with your business objectives, ensuring you’re not only compliant but also optimizing every opportunity to reduce your tax burden and build long-term wealth.

Comprehensive Review

Analyze your entire financial picture to identify all potential tax-saving opportunities.

Customized Strategies

Tailor tax planning solutions specifically to your financial goals and business needs.

Year-Round Monitoring

Continuously monitor your financials to adjust strategies as needed, ensuring ongoing tax efficiency.

Integrated Wealth Planning

Combine tax planning with wealth management to maximize both your current savings and future wealth growth.

CFOvantage Transformed Our Tax Strategy.

Working with CFOvantage has been a game-changer for our business. Their proactive tax planning saved us thousands of dollars we didn’t even know we could save. They took the time to understand our business and tailored strategies that fit our unique needs. I can’t recommend their services enough!

Larry Mitchell

Small Business Owner

Peace of Mind During Tax Season.

Tax season used to be stressful and overwhelming, but CFOvantage changed that completely. Their team handled everything from preparation to planning, ensuring we were compliant while maximizing our deductions. The peace of mind they provide is invaluable, and I feel confident knowing we’re in expert hands

Robert Andreson

Co-Owner

The CFO-Vantage.

Experience a proactive, customized approach to tax planning with CFOvantage.

  • Year-round, comprehensive tax strategies that consider your entire financial picture..

  • Develops tailored tax plans specific to your business goals and personal financial needs.

  • Identifies and implements tax-saving opportunities throughout the year.

  • Optimizes your business structure for maximum tax benefits and efficiency..

  • Continuous support, ensuring you are always prepared for tax obligations and changes in tax laws.

  • Combines wealth management with tax planning to ensure both your short-term and long-term financial goals are met.

  • Provides ongoing analysis of how financial decisions will impact your taxes, allowing you to make informed choices.

  • Offers access to dedicated tax experts who continuously monitor and adjust your strategy.

Other Tax Firms

  • Typically focus on seasonal tax preparation with minimal strategic planning.

  • Often provide one-size-fits-all solutions with limited customization.

  • Usually focus on compliance, often missing out on proactive tax-saving opportunities.

  • May set up entities initially but rarely revisit or optimize them for tax advantages.

  • Primarily engage during tax season, offering limited ongoing support.

  • Often treat tax planning and wealth management as separate services, lacking integration.

  • Typically offer tax impact insights only after year-end, limiting proactive decision-making.

  • Usually provide general tax services without the specialized, continuous oversight of tax strategies.

Ready to get more?