What We Do
Strategy
Strategy
Strategy
first.
first.
first.
Everything
Everything
Everything
else
else
else
follows.
follows.
follows.
What We Do
Book a Consult
Book a Consult
Book a Consult
↗︎
TaxIQ advisory is built around one flagship engagement, supported by the entity, compliance, and finance work that keeps a strategy standing.
TaxIQ advisory is built around one flagship engagement, supported by the entity, compliance, and finance work that keeps a strategy standing.
TaxIQ advisory is built around one flagship engagement, supported by the entity, compliance, and finance work that keeps a strategy standing.
Everything under the tree
Everything under the tree
Everything under the tree
TaxIQ runs on a small, deliberate set of services. Two carry the core engagement; the others are there when your situation calls for them.
TaxIQ runs on a small, deliberate set of services. Two carry the core engagement; the others are there when your situation calls for them.
TaxIQ runs on a small, deliberate set of services. Two carry the core engagement; the others are there when your situation calls for them.
Consultation Call
Our first conversation and your first step. Free, about thirty minutes, in person or by video. We pre-qualify fit and, when it is right, execute an agreement to move to the Assessment.
Tax Assessment
Flagship
A one-on-one deep dive: a two-year retroactive review, a current-year liability projection, and a personalized tax savings plan. When you are ready to implement, we execute an agreement for the Annual Implementation Program. First-Time Tax Assessment: $2,497.
Annual Implementation Program
The strategy, put into motion and kept current all year. Includes Jason as your dedicated tax strategist; done-for-you implementation, quarterly plan adjustments, tax filings across business, personal, and state, and audit defense and representation.
Business Entity Formation & Registration
The right structure, established correctly from day one. We register your legal entity and DBA, file your articles, create your operating agreement, obtain your EIN, and register with county and local agencies where applicable.
Fractional CFO & Audit Prep
Senior financial leadership on the schedule you need it, including GAAP-compliant financial statements and notes prepared to the standard a lender, investor, or auditor expects.
Our first conversation and your first step. Free, about thirty minutes, in person or by video. We pre-qualify fit and, when it is right, execute an agreement to move to the Assessment.
A one-on-one deep dive: a two-year retroactive review, a current-year liability projection, and a personalized tax savings plan. When you are ready to implement, we execute an agreement for the Annual Implementation Program. First-Time Tax Assessment: $2,497.
The strategy, put into motion and kept current all year. Includes Jason as your dedicated tax strategist; done-for-you implementation, quarterly plan adjustments, tax filings across business, personal, and state, and audit defense and representation.
The right structure, established correctly from day one. We register your legal entity and DBA, file your articles, create your operating agreement, obtain your EIN, and register with county and local agencies where applicable.
Senior financial leadership on the schedule you need it, including GAAP-compliant financial statements and notes prepared to the standard a lender, investor, or auditor expects.
Consultation Call
Our first conversation and your first step. Free, about thirty minutes, in person or by video. We pre-qualify fit and, when it is right, execute an agreement to move to the Assessment.
Tax Assessment
Flagship
A one-on-one deep dive: a two-year retroactive review, a current-year liability projection, and a personalized tax savings plan. When you are ready to implement, we execute an agreement for the Annual Implementation Program. First-Time Tax Assessment: $2,497.
Annual Implementation Program
The strategy, put into motion and kept current all year. Includes Jason as your dedicated tax strategist; done-for-you implementation, quarterly plan adjustments, tax filings across business, personal, and state, and audit defense and representation.
Business Entity Formation & Registration
The right structure, established correctly from day one. We register your legal entity and DBA, file your articles, create your operating agreement, obtain your EIN, and register with county and local agencies where applicable.
Fractional CFO & Audit Prep
Senior financial leadership on the schedule you need it, including GAAP-compliant financial statements and notes prepared to the standard a lender, investor, or auditor expects.
Our first conversation and your first step. Free, about thirty minutes, in person or by video. We pre-qualify fit and, when it is right, execute an agreement to move to the Assessment.
A one-on-one deep dive: a two-year retroactive review, a current-year liability projection, and a personalized tax savings plan. When you are ready to implement, we execute an agreement for the Annual Implementation Program. First-Time Tax Assessment: $2,497.
The strategy, put into motion and kept current all year. Includes Jason as your dedicated tax strategist; done-for-you implementation, quarterly plan adjustments, tax filings across business, personal, and state, and audit defense and representation.
The right structure, established correctly from day one. We register your legal entity and DBA, file your articles, create your operating agreement, obtain your EIN, and register with county and local agencies where applicable.
Senior financial leadership on the schedule you need it, including GAAP-compliant financial statements and notes prepared to the standard a lender, investor, or auditor expects.
Consultation Call
Our first conversation and your first step. Free, about thirty minutes, in person or by video. We pre-qualify fit and, when it is right, execute an agreement to move to the Assessment.
Tax Assessment
Flagship
A one-on-one deep dive: a two-year retroactive review, a current-year liability projection, and a personalized tax savings plan. When you are ready to implement, we execute an agreement for the Annual Implementation Program. First-Time Tax Assessment: $2,497.
Annual Implementation Program
The strategy, put into motion and kept current all year. Includes Jason as your dedicated tax strategist; done-for-you implementation, quarterly plan adjustments, tax filings across business, personal, and state, and audit defense and representation.
Business Entity Formation & Registration
The right structure, established correctly from day one. We register your legal entity and DBA, file your articles, create your operating agreement, obtain your EIN, and register with county and local agencies where applicable.
Fractional CFO & Audit Prep
Senior financial leadership on the schedule you need it, including GAAP-compliant financial statements and notes prepared to the standard a lender, investor, or auditor expects.
Our first conversation and your first step. Free, about thirty minutes, in person or by video. We pre-qualify fit and, when it is right, execute an agreement to move to the Assessment.
A one-on-one deep dive: a two-year retroactive review, a current-year liability projection, and a personalized tax savings plan. When you are ready to implement, we execute an agreement for the Annual Implementation Program. First-Time Tax Assessment: $2,497.
The strategy, put into motion and kept current all year. Includes Jason as your dedicated tax strategist; done-for-you implementation, quarterly plan adjustments, tax filings across business, personal, and state, and audit defense and representation.
The right structure, established correctly from day one. We register your legal entity and DBA, file your articles, create your operating agreement, obtain your EIN, and register with county and local agencies where applicable.
Senior financial leadership on the schedule you need it, including GAAP-compliant financial statements and notes prepared to the standard a lender, investor, or auditor expects.
The Tax Assessment
The Tax Assessment
The Tax Assessment
Flagship Service
Flagship Service
Flagship Service
A single, focused engagement that shows you exactly what you have been leaving on the table, and what to do about it.
A single, focused engagement that shows you exactly what you have been leaving on the table, and what to do about it.
A Two-Year Review
A Current-Year Projection
A Personalized Plan
First Time Tax Assessment $2,497
A retroactive look at your returns, surfacing missed opportunities, credits, and amendments that could return money from prior years.
A Two-Year Review
A Current-Year Projection
A Personalized Plan
First Time Tax Assessment $2,497
A retroactive look at your returns, surfacing missed opportunities, credits, and amendments that could return money from prior years.
A Two-Year Review
A Current-Year Projection
A Personalized Plan
First Time Tax Assessment $2,497
A retroactive look at your returns, surfacing missed opportunities, credits, and amendments that could return money from prior years.
A defined first step.
A defined first step.
A defined first step.
The Consult is free. The First-Time Tax Assessment is $2,497, a complete, standalone engagement that stands on its own value whether or not you continue. Ongoing work through the Annual Implementation Program is scoped to your situation and discussed once your plan is on the table.
The Consult is free. The First-Time Tax Assessment is $2,497, a complete, standalone engagement that stands on its own value whether or not you continue. Ongoing work through the Annual Implementation Program is scoped to your situation and discussed once your plan is on the table.
The Consult is free. The First-Time Tax Assessment is $2,497, a complete, standalone engagement that stands on its own value whether or not you continue. Ongoing work through the Annual Implementation Program is scoped to your situation and discussed once your plan is on the table.
Ready to see your number?
Ready to see your number?
Ready to see your number?
a DBA of Cedar Financial
Proactive, year-round tax strategy for high-income households and business owners.
Hours
Mon–Thu 8–4 PT
Fri 8–12 PT
Cedar Financial Inc, DBA TaxIQ Advisory. The content on this website is for general informational purposes only and does not constitute tax, legal, accounting, or financial advice. Use of this website, submission of a contact form, or general email correspondence does not create a CPA-client relationship; a CPA-client relationship is established only upon execution of a signed engagement letter. Jason S. Mitchell, CPA, is licensed in Nevada (License No. CPA-3427). Full disclaimers, Circular 230 notice, and Privacy Policy appear on the live site footer.
a DBA of Cedar Financial
Proactive, year-round tax strategy for high-income households and business owners.
Hours
Mon–Thu 8–4 PT
Fri 8–12 PT
Cedar Financial Inc, DBA TaxIQ Advisory. The content on this website is for general informational purposes only and does not constitute tax, legal, accounting, or financial advice. Use of this website, submission of a contact form, or general email correspondence does not create a CPA-client relationship; a CPA-client relationship is established only upon execution of a signed engagement letter. Jason S. Mitchell, CPA, is licensed in Nevada (License No. CPA-3427). Full disclaimers, Circular 230 notice, and Privacy Policy appear on the live site footer.
a DBA of Cedar Financial
Proactive, year-round tax strategy for high-income households and business owners.
Hours
Mon–Thu 8–4 PT
Fri 8–12 PT
Cedar Financial Inc, DBA TaxIQ Advisory. The content on this website is for general informational purposes only and does not constitute tax, legal, accounting, or financial advice. Use of this website, submission of a contact form, or general email correspondence does not create a CPA-client relationship; a CPA-client relationship is established only upon execution of a signed engagement letter. Jason S. Mitchell, CPA, is licensed in Nevada (License No. CPA-3427). Full disclaimers, Circular 230 notice, and Privacy Policy appear on the live site footer.