Simplify Your Finances With Confident Tax Planning

Professional tax preparation, bookkeeping, and financial planning services to help individuals and business owners stay organized, understand their tax obligations, and identify deductions they may be eligible to claim.

Our Process

A Clear Path to Streamlined Tax Prep Success

Organize

We begin by thoroughly understanding your business goals, challenges, and tax needs. By diving deep into your unique situation, we tailor a tax strategy that aligns perfectly with your vision.

Prepare

We review the information you provide, prepare your tax documents based on the applicable requirements, and discuss any questions or missing information before filing.

File

We help you complete the filing process based on the information provided and applicable requirements. If questions or corrections arise, we will discuss the appropriate next steps with you.

Explore Our Services

Empower Your Business with Professional Tax Preparation and Bookkeeping

Document Management & Organization

Organize, track, and securely manage all your tax documents in one centralized location. Upload receipts, invoices, and financial records with ease and maintain clear visibility into your complete financial history.

Organized Records

Organized Expense Tracking

Keep business expenses, mileage, and supporting records organized to help identify potentially eligible deductions and prepare accurate tax filings.

Expense Tracking

Tax Planning & Compliance Reporting

Make confident financial decisions with comprehensive tax reports, compliance dashboards, and year-round planning strategies.

Strategic Planning

Master Your Tax Returns Where Strategic Planning Meets Seamless Compliance.

Our Mission

Simplifying Tax Preparation with Expertise and Integrity

We provide customizable tax preparation and bookkeeping services tailored to your financial needs, whether you're an individual taxpayer, a growing entrepreneur, or an established business owner.

Enhance your financial confidence with services that combine comprehensive expertise and user-friendly simplicity. From detailed tax planning to organized bookkeeping, our approach delivers accuracy without sacrificing accessibility.

Year-Round Support & Accessibility

Stay connected to your tax situation throughout the year. Access your documents, track deductions, and communicate with our team anytime—anywhere—for continuous financial organization and peace of mind.

Professional Guidance Made Personal

Receive personalized tax strategies through detailed consultations, proactive planning, and smart organization. We combine certified expertise with straightforward explanations so you understand every decision and maximize your financial success.

Services

Choose a Service That Suits Your Company

Tax Preparation

Services

W-2 Processing

1099-NEC Processing

Simple Individual Tax Return

Simple Business Tax Return

Individual tax returns start at $700. Business tax returns start at $1,100. Starting prices apply to very basic returns with one form. Final pricing varies based on the forms required, work needed and complexity of the return.

Bookkeeping

Services

Basic Bookkeeping.

Standard Bookkeeping.

Advanced Bookkeeping.

Full-Service Bookkeeping

Bank / Credit Card Reconciliation Only

Accounts Receivable Management

Accounts Payable Management

1099 Contractor Tracking

Routine Catch-Up Bookkeeping

Moderate Cleanup

Heavy Cleanup / Reconstruction

*Pricing varies based on your needs and the complexity of the service.

Payroll

Services

Payroll Services

Contractor-Only Payroll

Additional State Payroll

Additional / Off-Cycle Payroll Run

Payroll Correction

Payroll Tax Notice Assistance

Mid-Year Payroll Conversion

Historical Payroll Reconstruction

*Pricing varies based on your needs and the complexity of the service.

Accounting

Services

Accounting Consultation

Monthly Accounting Oversight

Financial Statement Preparation

Financial Statement Review

Budget Creation

Chart of Accounts Setup / Restructure

Cash-Flow Analysis

Financial Forecast

*Pricing varies based on your needs and the complexity of the service.

Business Advisory

Support

Advanced / CPA-Level Advisory

CFO-Level Advisory

Financial Health Review

Entity Structure Analysis

Business Financial Plan

Profitability Analysis

*Pricing varies based on your needs and the complexity of the service.

Business Setup

Services

New Client Accounting Onboarding

EIN Application Assistance

Business Entity Setup Assistance

New Business Financial Setup

Accounting System Conversion

Contractor / 1099 System Setup

New Business Accounting Package

QBO / Xero Setup

*Pricing varies based on your needs and the complexity of the service.

Administrative

Support

Basic Administrative Support

Standard Administrative Support

Executive Administrative Support

Garnishment Administration

General Administrative Work

Data Entry

Document Organization

Client Follow-Up

Invoicing

A/R Follow-Up

CRM Management

CRM Setup

SOP Creation

File / Cloud Organization

Business Forms Creation

*Pricing varies based on your needs and the complexity of the service.

Testimonials

Smart Solutions. Real Results.

"

"Working with Nell It Tax Services completely transformed how we manage our finances and tax preparation. Their team thoroughly understands our business, identified deductions we were missing, and provided year-round strategic guidance. The level of expertise combined with personalized attention made our entire tax process stress-free and optimized for maximum savings."

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Sarah Martinez

Business Owner & Entrepreneur

@sarahbizowner

FAQS

Frequently Asked Questions

Do I need to organize my documents before meeting with you?

No, we'll help you organize everything. Simply gather what you have, and we'll create a systematic approach to ensure nothing is missed.

How much does tax preparation cost?

Tax preparation fees depend on the complexity of your tax situation and the services required. We provide a quote after learning more about your needs. Eligibility for deductions and any resulting tax savings vary by individual circumstances.

Can you help with prior year taxes?

Yes, we handle amended returns and back taxes. The sooner you address them, the better, so let's discuss your situation.

Is my financial information kept confidential?

We take the confidentiality and security of your information seriously. Please review our Privacy Policy for details about how personal information is collected, used, and protected. The handling of tax information is subject to applicable legal and professional requirements.

What services does Nell It Tax Services offer?

We provide comprehensive tax preparation, year-round bookkeeping, deduction optimization, tax planning strategies, payroll processing, and administrative support designed to keep your finances organized and compliant.

How do I get started with your service?

Schedule a free initial consultation. We'll discuss your tax situation, answer questions, and create a customized plan tailored to your needs.

Is my data secure?

We take the protection of your personal and financial information seriously. Please review our Privacy Policy for details about how your information is handled and protected.

How can I contact customer support?

You can reach us by phone at 513-926-3966 or by email at [email protected]. You can also use the contact form on nellittax.com.

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(513) 926-3966

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Virtual tax consultations for clients across the U.S. State-return services depend on your filing needs and applicable preparer requirements.

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