Comprehensive Tax Services for Businesses & Individuals
Sales and use tax, business and personal tax returns, new business formation, and essential IRS forms — expert guidance with clear, flat-rate filing fees, so you know what to expect before work begins.
Request a ConsultationSound Familiar?
You’re not sure whether you have sales tax nexus in every state you sell into
Federal, state, and local filing deadlines are scattered across a dozen different calendars
You’re starting a new business and don’t know whether to form an LLC, S-corp, or C-corp
IRS or state notices show up and you don’t have a plan for responding
Forms like the EIN application, S-corp election, or Power of Attorney feel like a maze
That’s where proactive, end-to-end tax guidance makes the difference.
Request a ConsultationHow Pacioli Helps
Pacioli helps businesses and individuals manage taxes with expert guidance and upfront, flat-rate filing fees—whether you need ongoing support, tax returns, or a one-time IRS form.
Sales & Use Tax
Nexus analysis, taxability determinations, filing, and exemption certificate management across every state you operate in.
Learn moreFederal, State & Local Filings
Income/franchise tax compliance, audit support, credits and incentives, and a tax calendar that keeps every deadline covered.
Learn moreNew Business Formation
EIN setup, entity selection, name/trademark screening, and state and local registrations — from idea to compliant operation.
Learn morePersonal Tax Returns
Federal and state personal income tax return preparation and filing, with local returns where applicable — clear guidance for your individual tax obligations.
Learn moreStart With a Tax Consultation
This is the obvious first step, not a sales pitch — a clear-eyed look at where your books stand today.
Hire Your TeamTalk through your business, goals, and tax questions
Share an overview of your current tax setup and the challenges you’re navigating
Explore which services or support may be a good fit
Learn about our process, scope, and upfront pricing
Why Businesses Trust Pacioli
QuickBooks Certified
All Pacioli accountants are QuickBooks Online Certified Pro Advisors.
A Structured Process
The same separation-of-duties process we give every client relationship we take on.
Controller-Level Oversight
Overseen by a Certified Management Accountant (CMA).
See exactly what tax & compliance look like in practice.
Full Service Breakdown
Sales and Use Tax
Sales taxability determinations — evaluate what products/services are taxable in each state and locality
Nexus and economic nexus analysis — assess where you have tax obligations based on sales activity, thresholds, and marketplace facilitators
Sales tax compliance and filing — prepare and file monthly, quarterly, or annual returns
Exemption certificate management — track, verify, and maintain certificates to reduce risk
Refunds and credits management — identify overpayments and maximize eligible credits
State and Local Tax (SALT) planning — proactive planning to minimize SALT exposure
Federal Tax Filings
Federal income tax compliance — accurate accounting method and entity-level treatment
Tax provision and ASC 740 support — quarterly/annual provision calculations and disclosures
Tax planning and strategy — R&D credits, deductions, and timing strategies
IRS audit support and representation
Tax reform and legislative updates
Federal estimated tax payments — quarterly vouchers
State Tax Filings
State income/franchise tax compliance, apportionment and allocation analysis
State nexus and apportionment studies (three-factor, single-factor methods)
State tax credits and incentives
State tax audits and appeals
State tax calendar and remittance management across states
Local Tax Filings
Local sales/use tax compliance for city or municipal levels
Local income/business taxes, including gross receipts and city-specific filings
Local tax registration and permit management
Local audit support and rate monitoring
New Business Formation Services
EIN Setup — prepare and submit your federal Employer Identification Number application, then deliver a post-issuance onboarding checklist for payroll and tax setup
Entity Selection & Structuring — evaluate LLC, S-corp, C-corp, partnership, and nonprofit options; deliverable includes a recommended entity type, governance outline, and a 90–180 day formation plan
Name Availability & Trademark Screening — federal/state/local name search, preliminary trademark clearance, and domain/SEO considerations
State and Local Business Registrations — Secretary of State filings, local licenses, zoning approvals, industry permits, plus a renewal/compliance calendar
Personal Tax Returns
Common IRS authorization and election forms we help clients prepare, file, and maintain:
Federal and state personal income tax return preparation and filing
Local personal income tax returns where applicable
Guidance on filing requirements, documentation, and deadlines
Flat-rate filing quotes with scope and pricing confirmed upfront