Tax Services

Tax strategy that's planned, not patched together.

From multi-state filings to entity-level compliance, our tax services are delivered by CPAs and Enrolled Agents who understand how every decision affects the rest of your financial picture.

Our Philosophy

Year-round planning. Not just an annual filing.

Tax should never be an afterthought. For HNW individuals, families, and small businesses, the best outcomes come from coordinating tax planning with investing, business decisions, and estate strategy throughout the year — not from a rushed conversation in March.

Because Arc delivers tax in coordination with our family office and fractional CFO practices, the right hand always knows what the left hand is doing. The result: fewer surprises and better outcomes.

arc. Planned. Filed. Reviewed.
What We Do

A full-service tax practice for complex lives and businesses.

Individual Tax

Federal and multi-state individual returns for executives, founders, professionals, and high-net-worth families.

Business & Entity Returns

S-corp, C-corp, partnership, and LLC filings, with year-round planning to optimize entity structure and distributions.

Multi-State Filings

Specialized expertise for clients with income in multiple states — athletes, traveling executives, founders, and remote-first businesses.

Tax Planning

Proactive strategies to minimize lifetime tax — through entity design, retirement plans, charitable structures, and timing of income and deductions.

Payroll & Sales Tax

Compliance with payroll tax, sales tax, and other recurring obligations that trip up growing businesses.

Estimated Payments

Quarterly estimated payment calculations and management — keeping you penalty-free and cash-flow informed.

Estate & Gift

Coordination with estate counsel on gift tax filings, generation-skipping considerations, and lifetime exemption planning.

IRS Representation

As Enrolled Agents and CPAs, we can represent you before the IRS and state taxing authorities for audits, notices, and disputes.

Who We Serve

Tailored to your situation.

Our tax practice serves three core client profiles, each with distinct needs that benefit from integrated planning.

  • HNW Individuals & Families — multi-source income, multi-state exposure, estate considerations
  • Founders & Small Businesses — entity returns, owner compensation, growth-stage planning
  • Athletes & Traveling Professionals — multi-jurisdiction allocations, endorsement income, expense tracking
  • Startups — formation choices, R&D credits, founder equity, capital raise tax considerations
Pricing

Transparent fees based on complexity.

Most engagements are quoted in advance after a brief review of prior-year returns and current-year facts. The ranges below are illustrative.

Individual Returns
From $750 / return

Federal & state filings for HNW individuals and families. Multi-state and complex returns priced based on scope.

  • Federal & resident state
  • Schedule of investment income
  • Year-end planning conversation
  • Audit support
Planning & Advisory
$260 / hour

Strategic tax projects, IRS representation, and special engagements priced hourly or fixed-fee.

  • Tax planning projects
  • Multi-state nexus reviews
  • IRS & state representation
  • Transaction tax review

The tax season you actually want.

Engage Arc before year-end and arrive at April with a plan — not a panic.

Request a Tax Consultation