Tax Filing and Compliance
Your All-In-One Tax and Compliance Solution, from accurate income tax filings and organized documentation to ongoing compliance support and deadline management.
Serving Businesses Across Major U.S. Cities
Why Startup Founders and Business Owners Use Bollman for Tax Services
Request a ProposalTax can be one of the most stressful parts of running a business. Many founders and operators spend valuable time chasing tax firms that do not respond, or relying on a family friend or general CPA who does not understand their industry or growth stage. Professional, fully managed business tax support gives leaders the clarity and confidence they need without the frustration of disconnected or delayed communication.
From federal and state filings to 1099 preparation and organized documentation, our tax team works closely with you to evaluate your tax position and maintain accurate records throughout the year. We create a structured compliance calendar, meet every deadline, and help you stay prepared so tax season never feels rushed or uncertain.
Working with Bollman Consulting means predictable support, proactive communication, and clean documentation that keeps your business protected and ready for growth.
Our Tax Services
Your Bollman Consulting tax team includes experienced tax accountants who take the time to understand your business, organize your documentation, and fully manage all required filings and deadlines. You receive accurate preparation, proactive communication, and year-round support so your tax compliance is always handled with confidence.
Federal & State Returns
Your tax team will fully manage all required federal and state filings so every deadline is met and every return is accurate.
1099 Filings
We prepare and file 1099s for contractors and service providers, ensuring correct forms, organized records, and timely submissions.
Tax Advisory
Professional tax advisory support that helps you understand your tax position, evaluate potential outcomes, and stay prepared throughout the year.
Franchise Tax Filing
We handle required franchise tax filings, including state-specific requirements, so compliance and documentation are never overlooked.
K1 Preparation
Accurate K1 preparation for partners, shareholders, and beneficiaries so all income, deductions, and credits are clearly reported.
Personal Tax Filing
Fully managed personal tax preparation and filing for founders, business owners, and individuals. You receive accurate documentation, organized records, and a stress-free filing experience.
Built for Business Owners Who Need More Than a Bookkeeper
"Working with Matt over the past few years with my taxes and finances has been a pleasant experience. He is a one stop shop when it comes to my financial needs. From managing my taxes, establishing multiple businesses, and now assisting me in purchasing my first investment property, I stand behind him and his work. His attention to detail, response time, and knowledge in the industry is unmatched. Thank you Bollman Consulting and all that you do. I will continue and look forward to working with you for many years to come."
Justin G., Business Owner, California
⭐⭐⭐⭐⭐ Google Review
What Sets Bollman Apart
There are many basic bookkeeping firms out there, but very few full-service CFO, accounting and tax firms like us. Our Fractional CFO model focuses around high-touch and long-term engagements. The main reasons clients choose to work with us are:
You receive bookkeeping, reporting, tax preparation, and fractional CFO support under one trusted partner. No separate vendors. No disconnected communication. No extra internal hiring.
We turn financial data into meaningful insight so you understand cash flow, profitability, and financial performance with confidence. You are never left with reports you have to interpret on your own.
No missed deadlines, no unanswered inquiries, and no scrambling during tax season. We maintain clean documentation, organized records, and clear communication so you always know where you stand.
We take the time to understand your business, your challenges, and your goals so we can act as a strategic financial partner who supports your success over time, not just a short-term vendor.
Frequently Asked Questions
The best time is now, whether you're launching a new business or realizing your current system isn't cutting it anymore. Clean, accurate books protect you during tax season, loan applications, investor conversations, and strategic decisions. The earlier you have a professional system in place, the more time, money, and stress you save down the road.
Our pricing is transparent and tailored to your business size, complexity, and needs. Whether you need bookkeeping, tax filing, fractional CFO services, or the complete package, we'll provide clear pricing upfront. Reach out for a fast, no obligation quote.
We stay closely connected through email, phone, and scheduled Zoom check-ins. Some clients prefer monthly conversations, others quarterly, and some more frequently depending on seasonality. We communicate the way an in-house accounting team would: consistent access, clear reporting, and proactive support.
Yes. If you only need tax filing and compliance, we can set up a stand-alone engagement with clear pricing and expectations. For a fast quote, reach out and we'll get you scoped.
It depends on your situation. If you're spending hours each month on bookkeeping, missing deductions, or feeling uncertain about your numbers, it's time for professional help. The cost of mistakes, missed opportunities, and your time usually far exceeds what you'd pay for expert support. Not sure? Schedule a free consultation and we'll help you decide.
A bookkeeper records transactions and keeps your books organized. A fractional CFO analyzes those numbers, creates financial forecasts, helps with strategic decisions, and acts as your financial advisor. Many businesses need both: clean books (bookkeeper) AND strategic guidance (CFO). We provide the complete package.
We can typically onboard new clients within 1 to 2 weeks. For urgent needs like tax deadline support or investor due diligence, we can move faster. Reach out and let us know your timeline.
No problem. We can work alongside your existing bookkeeper and focus solely on fractional CFO services like financial planning, forecasting, and strategic advisory. Or, if you prefer, we can take over everything for a fully integrated approach. We're flexible.