SimplifiTax Information

SimplifiTax is a US-focused Tax & Virtual CFO firm helping founders and small businesses (typically under $1M revenue) stay compliant, organized, and financially in control. We don’t just file returns. We align bookkeeping, monthly close, tax compliance, and financial strategy under one structured process — so your numbers support your decisions year-round. Small businesses account for 99.9% of US companies — yet most operate without a disciplined finance system. Tax planning is reactive. Books don’t align with filings. Cash flow visibility is unclear. That’s where we step in. Our services include: • Federal & multi-state tax filing (1120, 1120S, 1065, 1040) • Proactive tax planning & quarterly checkpoints • Bookkeeping & structured monthly close • Virtual CFO support (budgeting, forecasting, KPIs) • Cash runway tracking & profitability analysis • Cleanup & catch-up bookkeeping • Audit & notice support • Financial reporting for founders, investors & lenders With 10+ years of experience and 500+ businesses served, we operate as a proactive partner — not a seasonal tax preparer. Our promise is simple: Predictable timelines. Clear communication. Clean documentation. No surprises. SimplifiTax stands for simplifying taxes and finance — turning complexity into clarity for growing businesses.