Led by a federally credentialed tax professional, Enrolled Agent (EA), CleverTax provides strategic tax planning for small business owners and self-employed individuals.
Serving clients in all 50 states — from coast to coast.
Tax return preparation, proactive planning, and launching your business the right way.
Work directly with a qualified tax advisor to minimize your tax burden — legally and strategically.
At CleverTax, we offer a full range of services tailored to freelancers, self-employed professionals, and small business owners — from accurate tax return preparation to proactive tax planning strategies that help reduce your tax bill legally. We guide you in understanding how tax laws apply to your business, empowering you to make informed decisions and grow with confidence.
We also specialize in business formation services. Our comprehensive business launch package provides expert guidance on choosing the right entity type based on tax implications, followed by complete business registration — including state filing and EIN application. All designed to help you successfully launch your business with confidence, compliance, and long-term tax efficiency.
(331) 244-5547
Accurate tax return filing with maximized deductions and minimized liabilities.
Proactive tax planning tailored to your goals — save more, stress less.
Entity formation with tax-focused guidance to start your business right.
We offer a full suite of tax services designed to meet the unique needs of individuals and small business owners — with one goal: simplify the process, save you money, and help you succeed
Ensure accuracy and compliance with our expert tax preparation services. We help uncover every legal deduction and credit to minimize your tax bill — giving you clarity and confidence.
Strategize your finances to minimize future tax burdens with our personalized tax planning services. We provide customized plans tailored to your financial situation.
Receive tax-focused advice on entity selection and have your business officially registered for you as part of our Business Launch Packages — built to set you up for long-term success.
Optimize your business taxes the right way —legally and strategically.
Includes S-Corp election, personalized tax advising, payroll setup, accountable plan creation, and other essentials to help you stay compliant and reduce taxes legally.
Avoid penalties and stay on track with your tax payments. We’ll help you calculate what to pay and when — and show you how to submit payments to the IRS and your state, so you can stay compliant and avoid surprises.
If you hire independent contractors, CleverTax can help you issue accurate 1099s, meet filing deadlines, collect and manage W-9s, and understand contractor classification rules — so you stay in compliance and avoid penalties.
Founded by a federally credentialed tax professional, Enrolled Agent (EA), CleverTax specializes in providing tailored tax planning and compliance guidance to help business owners legally reduce liabilities, stay compliant, and achieve long-term success.
When it comes to tax help, not all professionals offer the same level of knowledge, authority, or focus. Here’s how the main types compare:
Registered Tax Preparer
Anyone with a valid Preparer Tax Identification Number (PTIN) can legally prepare tax returns. Some choose to participate in the IRS Annual Filing Season Program (AFSP), which requires a set number of continuing education hours each year. However, they are not required to pass any IRS exam, and their ability to represent clients before the IRS is limited to returns they personally prepared and signed.
Certified Public Accountant (CPA)
CPAs are licensed at the state level and trained in various areas of accounting, including audits, financial reporting, and tax. Some CPAs specialize in taxation, but many focus on broader financial services. Their ability to represent clients before the IRS is generally allowed, but tax may not be their core area.
Enrolled Agent (EA)
Enrolled Agents are the only federally credentialed tax professionals who specialize exclusively in U.S. tax law. The EA designation is earned by passing a comprehensive IRS exam or through qualifying IRS experience, and requires ongoing continuing education to stay up to date with tax changes.
Enrolled agent status is the highest credential the IRS awards. EAs have unlimited representation rights before the IRS, meaning they can represent taxpayers in audits, collections, and appeals—regardless of who prepared the return.
At CleverTax, we go beyond compliance. As an EA who focuses on proactive tax strategy and personalized planning, we help individuals and business owners reduce tax liabilities legally and build long-term financial efficiency.
Explore tips, strategies, and updates to help you save money, avoid surprises, and feel more confident about your business finances.
Most small business owners don’t think about taxes until it’s time to file. But if you’re only focusing on your tax return once a year, you could be missing major opportunities to reduce what you owe — legally and strategically. That’s where proactive tax planning comes in. What Is Proactive Tax Planning? Proactive tax planning means looking ahead and making […]
As a freelancer or independent contractor, taxes can feel overwhelming — especially when you’re the one responsible for tracking expenses, estimating taxes, and filing everything on your own. But here’s the good news: the tax code offers a wide range of deductions specifically for self-employed individuals. Understanding what you can legally deduct is the key to lowering your tax bill […]
(1040, 1065, 1120S, 1099s — and what they really mean) Running a small business means taking on more responsibility — including knowing what tax forms to file. Whether you’re a sole proprietor, an LLC, or an S-Corp, here’s a breakdown of the most common IRS forms small business owners need to know. Form 1040 (Individual Tax Return) All business owners […]
We prepare individual tax returns, including W-2, 1099, and self-employment income, as well as small business returns for S-Corps, partnerships, and sole proprietors.
Yes — we file both federal and state tax returns, including multi-state filings for clients who earn income across different states.
Yes — we work with clients in all 50 U.S. states. As federally credentialed tax professionals specializing in U.S. tax law with unlimited representation rights before the IRS, we’re able to support individuals and small business owners nationwide, no matter where you live or operate.
We offer a personalized review of your financial and business situation, estimate your projected tax liability, and recommend legal strategies to reduce what you owe.
The best time to start tax planning is as early in the year as possible — this gives us more opportunities to apply effective strategies throughout the year. We also recommend a review before the end of the year, when final adjustments can still be made to reduce your tax liability. The earlier we plan, the more options you’ll have.
Yes. We help clients project income and determine their estimated payments to the IRS and state to avoid underpayment penalties.
If your business is profitable and you want to reduce self-employment tax, S-Corp status may be a smart move. We’ll help you evaluate if it’s the right fit and guide you through the process.
We handle filing Form 2553 (S-Corp election), provide a personalized tax planning consultation, assist with payroll setup, advise on reasonable compensation, and create an accountable plan if applicable. During the consultation, we also walk you through tax-saving strategies to help you legally minimize your S-Corp’s tax liabilities and run your business efficiently from day one.
We’ll form your LLC, apply for your EIN, review S-Corp eligibility, and provide a customized checklist to help you stay compliant and organized from day one. We also walk you through tax-saving strategies to help you legally reduce your business tax liabilities and run your business efficiently right from the start.
Yes — we assist with business formations in all 50 U.S. states.
We do. We help collect W-9s, determine who needs a 1099-NEC, and handle the filing process for you.
After you book a service or consultation, we’ll reach out to review your situation, explain the next steps, and guide you through the process. All communication and document sharing is handled securely and remotely — so you can work with us from anywhere, at your convenience.
CleverTax is led by a federally credentialed tax professional, Enrolled Agent, offering expert tax preparation, strategic tax planning, and business formation services for small businesses, freelancers, and self-employed professionals across the United States. We help clients reduce taxes legally, stay compliant, and grow with confidence.