Personalized Tax Solutions for Individuals & Small Businesses
At FiscalPoint Tax & Advisory LLC, we make tax season stress-free with accurate, reliable, and tailored tax services designed to meet the unique needs of individuals and small businesses. Whether you’re filing a simple return or managing complex business taxes, we provide the clarity, confidence, and expertise you need to stay compliant and make smarter financial decisions.
Individual Income Tax Preparation
We prepare and file your personal tax return with precision and care. From maximizing deductions to navigating ever-changing tax laws, we help you keep more of what you earn while ensuring full compliance.
Small Business Tax Preparation
We support small businesses with accurate and efficient tax preparation, helping you understand your obligations, reduce tax liabilities where possible, and avoid costly errors or penalties.
Tax Planning & Strategy
Get proactive, year-round tax planning designed to minimize taxes and support your financial goals. We analyze your income, deductions, and long-term plans to create strategies that keep you ahead.
Quarterly Estimated Tax Support
For freelancers, business owners, and contractors, we calculate and manage your quarterly estimated taxes—helping you avoid surprises and stay compliant throughout the year.
Tax Compliance Reviews
Our compliance reviews help ensure your filings are accurate, complete, and aligned with current tax laws. We identify potential risks and help you correct them before they become costly.
Professional Tax Care
Whether you’re an individual planning for the future or a business owner managing day-to-day operations, FiscalPoint is here to provide clarity, confidence, and expert care.
How Can Our Tax Pros Maximize Your Savings?
Learning About You
Schedule a 30-minute call with our tax specialist to review your needs, discuss your goals, and explore how we can support your tax planning and filing. We’ll also walk you through our process and what to expect.
Organized Meeting
Meet with our team to gather the information needed for your tax preparation and planning. We’ll review your income, deductions, prior filings, and overall tax situation to ensure accuracy and identify opportunities to optimize your results.
Plan Meeting
Our tax specialist will walk you through your personalized tax plan, ensuring it reflects your financial situation and goals. You’ll receive clear next steps to optimize your tax outcomes and stay compliant year-round.
Implementation
Your tax specialist will provide a detailed tax plan along with clear, actionable recommendations. We’ll handle the implementation—filings, adjustments, and follow-through—while keeping you informed every step of the way.
See What Our Clients Are Saying
Bookkeeping used to be stressful until I partnered with FiscalPoint. They organized my finances quickly, explained everything clearly, and supported me with genuine care. I couldn’t ask for a better team to trust with my business.
FiscalPoint has made a major impact on our business. Their thoughtful, hands-on approach helped us remove inefficiencies and operate more effectively.
Partnering with FiscalPoint was a game-changer for our business. They took the time to understand our financial challenges and helped streamline our processes for greater efficiency and success.