Tax planning built around your life and business, not the tax year.
Industry leading expertise, regular check-ins, and a real understanding of your world.
All reflected in your tax return.
For most, taxes mean high-stress, reactivity, deadlines, and penalties.
Tax shouldn’t feel like this.
For business owners especially, this creates unnecessary pressure, missed opportunities, and decisions made too late.
If you shift how you see taxes, you shift how they impact you.
It just takes the right tax team to prove it.
Benefit from a year-round, dialed-in service built around you.
Your tax service is built around your needs, not the calendar. That means we won’t just show up at filing time with our hands held out.
Depending on your circumstances, you may hear from us annually, quarterly, or monthly — whatever level of support keeps you ahead. (And in between, we’re there for all tax queries when they pop up.)
So when decisions come up (hiring, investing, buying a home, restructuring, a new child), your tax position is aligned, completely maximized, and never rushed last minute. All while being accurate and compliant.
This is how it should be.
What’s included?
Depending on the complexity of your tax affairs, you’ll be placed into Tier 1, 2, or 3 — giving you access to the level of expertise your circumstances require.
Tier 1
- Federal and state tax return preparation, with multiple review layers to ensure highest quality
- State nexus study to determine multi-state obligations
- Advisory support for federal and state notices
- Email support from our tax team year-round
- Married filing joint vs Married filing separate analysis (if applicable)
- Deduction and credit optimization
- Documents storage
Tier 2
- Everything in Tier 1
- Onboarding meeting
- Annual tax planning meeting
- Annual tax projection
- Personalized tax plan, including legal entity optimization, retirement plan review, and QBI deduction analysis
Tier 3
- Everything in Tier 1 and 2
- Quarterly tax meetings
- Quarterly tax projections
- Customized estimated tax projections
Want to know how we price? We would too!
Tax should work around you, not the other way round.
This service is for you if:
- You’re scaling and tax decisions feel uncertain or stressful
- You’ve got big plans, but not sure how they’ll impact your business or personal tax position
- You feel stressed around tax season (even if you already have a tax preparer)
- You suspect you’re missing opportunities but not sure where
- You’re not confident everything has been filed correctly
- Uncertainty around tax is taking up more mental space than it should
This is what a tax service should look like.
Our Tax Lead, Shawn, nearly left the tax industry.
Early in his career, Shawn’s view was that the tax industry was pressurized, unnecessarily complex, and about penalties not people. Then he realized this wasn’t just his experience, it was a shared reality across the entire tax industry.
Feel proud of who you chose to manage your taxes.
"Shane and the company have done a great job really understanding their customers’ needs and then working as part of the team to find success.”
Alexander Soto
“I was impressed that we were able to ramp up so quickly. Over time, the services have really gelled — Nimbl knows what we need.“
Brett Rigby
VP of Government Affairs & Special Projects, Zenni Home
“Their flexibility, industry knowledge, and integrity made it easy to say yes. It’s been a huge lift off my time.”
Vic Puri
From buying a home to building wealth, your taxes are part of the solution.
The sooner you start the conversation, the sooner you can experience change. Start by telling us a bit about you then we’ll go from there.
