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Tax, Accounting & Advisory Business Services — TABS

We keep TABS. You keep more.

For founders, owners, and operators: Clean books that make sense and year-round advisory that turn taxes into strategy. Who says you can't have it all!

Illustrated giant tabbed RWB tax desk with folders, charts, calculator, laptop, and a small sleeping office dog
Why Red White & Blue Tax Services

Full finance team out of the box.

The finance department for businesses that aren't ready to build one. You get a full accounting department, tax department and financial expert deployed onto your business. Experts with experience in GAAP & financial lease accounting for Fortune-500 balance sheets and tax audits for national conglomerates. A senior accountant with that background running your numbers costs over $150K+, all-in. See how much money you could save with us instead. Senior-level work. No hire. No headcount. No headhunter.

Clean books are nice to look at, monthly reporting, payroll, and key performance indicators (KPIs) so you know what your business is doing.
A tax department to prepare tax returns keeping you in compliance and assuring you don't miss out on credits or deductions.
An experienced financial expert to look through all of this and work with you on strategies, forecasting & projections for any variables or trend analysis, and planning your route to success.
Illustrated tabbed service lanes representing a full finance team: accounting, tax, and a financial officer
How it works

Bring our system in with ease.

We'll review your business. See what makes it tick and flounder. We'll map it out to discover where the gaps live, and create a financial “health report” identifying them so we could work together on a fix. This gives us the opportunity to move forward with any strategies developed.

Illustrated RWB process tabs showing intake, review, a financial health report, and next steps
Designed just for you

Every tab is its own.

Sometimes all you need is a slice of pizza and not a whole pie. We get that so we don't sell you what you don't need. Our offerings of tax, accounting and business advisory services are piecemeal, so pick and choose which dept you'd like to integrate with your business. We're happy to be of service.

Services
Business Tax Returns Payroll Bookkeeping & Accounting Business Advisory
Industries
Multi-Family GPs Medical Professionals Oil & Gas Film Production Restaurants & Franchises E-Commerce Retail Stores
Good question

Q3 estimated tax is due September 15 — what business owners owe, and the withholding move most miss →

Books behind or not quite right? Monthly bookkeeping, catch-up and cleanup →

Before you open a tab.

How much does it cost?

Business tax prep averages around $1,800. Our full-suite package averages around $4,500 a month. Our lowest accounting and advisory package starts at $750 a month. Our financial health report starts at $2,000. Complexity alters price, so we quote before we start.

What happens first?

Let's get on a call. We'll go over the business, review the facts, and plan out how we could help.

Why RWB?

EA-led work, a team with real GAAP, tax, and finance experience, and a plain-English walkthrough of what we did and why. The goal isn't a silent PDF. It's knowing your numbers and what to do next.

Where do you work?

Dallas-Fort Worth, New York City/Tri-State, and virtually nationwide. Multi-state returns are part of the work.

Fit check

Send the facts. We'll open the tab.

Drop an extensive or brief note on your situation and we'll promptly reach out. Sincerely, your partners in success.

Whoever signs your return here is an Enrolled Agent, licensed by the U.S. Treasury to represent you before the IRS in any state. Verify in the IRS directory.