Tax Services
Our Tax Service
At Theogony Financial, we offer reliable and comprehensive tax services to simplify the process of managing your taxes. Our team ensures accuracy, compliance, and maximum savings, so you can focus on what matters most to you. Our team gathers all necessary information, prepares your tax returns, and files them on time.
Accurate Tax Filing
Mistakes in tax filing can lead to penalties. With our expertise, we ensure your taxes are filed accurately, meeting all government regulations. Whether you’re filing as an individual or a business, we guarantee precision and compliance every step of the way.
Strategic and Business Tax Planning
Our proactive tax planning services help you save money throughout the year. We work with you to create strategies that reduce taxable income, take advantage of credits and deductions, and ensure you’re prepared for the upcoming tax season. For business owners, we ensure your business remains compliant while optimizing your tax situation.
Ongoing Support with Our Tax Service
If you’re facing a tax audit, we provide the support and guidance you need. Our team reviews your records, communicates with tax authorities, and represents your interests to resolve the issue quickly and effectively.
We offer year-round support to help you stay on top of your financial obligations. From answering questions about tax law changes, we’re always here to help.
Consulting & Advisory
Tax Strategy & Planning
| Service | Starting Fee |
|---|---|
| Annual Tax Strategy Session | $1,500 |
| Advanced Tax Structuring | $3,500+ |
| Entity Structuring Consultation | $2,000 |
| M&A Tax Advisory | $5,000+ |
| IPO / Capital Raise Advisory | Custom |
Fractional CFO Services
| Entity Type | Starting Fee |
|---|---|
| Emerging Business | $2,500/month |
| Growth Stage | $4,500/month |
| Enterprise Advisory | Custom |
Includes:
Cash flow modeling
Financial KPI dashboard
Budget forecasting
Board-ready reporting
Hourly Consulting Rate
| Hourly Rate | $350–$500 per hour |
| (Retainer required for ongoing advisory) | |
Agricultural & Specialty Client Services
| Farm Income Averaging Analysis | $750 |
| Cost Segregation Coordination | $3,000+ |
| Grant Strategy Review | $1,200 |
| Capital Stack Planning | $2,500 |
Payment Terms
- 50% retainer required before engagement
- Balance due prior to filing or delivery
- Monthly subscriptions auto-drafted
- Custom engagements require signed engagement letter