Tax Services

    Tax Strategy for Founders

    You don't need a tax return. You need a tax strategy.

    We don't file returns and talk to you once per year. We specialize in founder-led businesses where personal and business taxes are intertwined—and we plan for both together.

    Common Frustrations

    Tired of the Status Quo?

    Most founders have a frustrating relationship with their tax preparer. Here's what we hear over and over again.

    Once-a-Year Relationship

    You hear from your CPA at tax time, then radio silence. No proactive planning, no year-round strategy.

    Poor Communication

    Emails go unanswered. Questions linger. You don't feel like a priority.

    Disconnected from Your Books

    Your tax preparer doesn't know your business. They're working from numbers they've never seen before.

    Fragmented Approach

    One person does your business taxes, another does personal. Neither talks to the other.

    Year-End Surprises

    You find out in April what you owe for last year. No time to plan, just time to pay.

    Missed Opportunities

    Without integrated planning, you're likely leaving money on the table—deductions, timing strategies, entity optimization.

    If any of this sounds familiar, you're ready for a different approach. One where your tax advisor actually knows your business—and you.

    A Different Kind of Tax Relationship

    We're not a traditional CPA firm that processes returns. We're your strategic partner, integrating tax planning with your overall financial picture—and we're available when you need us.

    Strategy First

    Tax returns are a byproduct of good planning. We focus on the strategy that minimizes your burden.

    Year-Round Engagement

    We don't disappear after filing. Quarterly check-ins keep you on track and avoid surprises.

    Personal + Business Integration

    When you're the owner, personal and business taxes are intertwined. We plan for both together.

    Value-Driven Approach

    We think about ROI on every recommendation. If a strategy doesn't save you more than it costs, we won't suggest it.

    Founder-Focused

    We specialize in founder-led businesses. We understand your world—equity, distributions, and growth.

    Tax Strategy Services

    What We Provide

    Comprehensive tax support designed around the needs of founders and their businesses.

    1

    Individual Tax Returns

    Personal returns for founders, with consideration for business income, equity compensation, and investment activity.

    2

    Business Tax Returns

    S-Corp, C-Corp, partnership, and LLC returns prepared with full visibility into your books.

    3

    Integrated Tax Strategy

    Year-round planning that coordinates personal and business considerations to optimize your overall tax position.

    4

    Quarterly Planning

    Estimated payments, income timing, and proactive adjustments so you're never caught off guard.

    5

    Entity Optimization

    S-Corp elections, entity structure reviews, and recommendations to improve tax efficiency.

    6

    Complex Needs Support

    Access to our CPA partner network for Canadian returns, international considerations, and specialized planning.

    Engagement Options

    Whether you want ongoing strategic support or one-time filing assistance, we have an approach that fits.

    Recommended

    Integrated Tax Strategy

    Starting at $4,000/year

    Ongoing tax planning and preparation for founders who want a proactive, coordinated approach.

    • Personal and business returns included
    • Year-round tax planning
    • Quarterly estimated payment guidance
    • Entity structure optimization
    • Coordination with your Navora finance team
    • Proactive income management strategies

    Tax Return Preparation

    Starting at $500 personal / $750+ business

    One-time return preparation for founders who need filing support without ongoing engagement.

    • Individual or business returns
    • Thorough review and preparation
    • E-filing and payment coordination
    • Can transition to ongoing strategy

    Already a Navora accounting client? Tax services integrate seamlessly with your existing engagement.

    Perfect Fit

    Is This Right for You?

    Our tax services are designed for founders who want more than a transactional relationship—and who understand that smart tax planning is a year-round effort.

    • Founders whose personal and business taxes are interconnected
    • Business owners tired of transactional, once-a-year CPA relationships
    • Companies wanting tax planning integrated with their accounting
    • Entrepreneurs who value proactive communication and year-round support
    • Founders preparing for major events (fundraising, exit, restructuring)

    Get Started with Tax Services

    Tell us about your needs and we'll schedule a complimentary consultation.

    Resources

    Tax Planning Resources

    Stay informed with our tax strategy and compliance articles

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