5.0
Average rating
8
Client Reviews
Monthly Retainer
What Our Clients Say
5.0
8 Client Reviews
Stephen Heiner
March 1, 2025
Current client since 2018
5.0
Reason for working with Solopreneur Tax
They seemed to have a knowledge of what I was going through as a small business owner.
Experience working with Solopreneur Tax
I love the high level of digitization and the responsiveness of the team. I know that any questions I have are always going to be resolved within 48 hours. Friendly and personable.
Communication
Subject-matter knowledge
Overall satisfaction
Disclosure:This review reflects the personal experience of the reviewer and does not represent an endorsement by Sam’s List
Roman Media
March 1, 2025
Current client since 2023
5.0
Reason for working with Solopreneur Tax
The team is familiar with Catholic organizations and our specific needs.
Experience working with Solopreneur Tax
We are a new startup and Solopreneur Sherpa made us feel comfortable and walked us through our first tax season as a business. We look forward to working with them more in the future and feel happy recommending them.
Communication
Subject-matter knowledge
Overall satisfaction
Disclosure:This review reflects the personal experience of the reviewer and does not represent an endorsement by Sam’s List
Are You Our Ideal Client?
We work best with people & businesses that fall into these categories.
Clients who would be a good fit
Our clients are entrepreneurial-minded business owners who value efficiency and are willing to invest in great advisors. They are savvy, eager to learn, and appreciate a collaborative partnership with professionals they trust. They know when to seek help and understand the importance of giving us the space to provide expert advice, ultimately allowing us to guide them toward success.
Typically, our business clients have annual revenues ranging from $300,000 to $2 million, and their teams consist of six or fewer employees. They rely on us for support with bookkeeping, tax preparation, payroll, and strategic advisory services.
Many of our clients are new business owners who have transitioned from salaried roles within the past few years, often after turning a side hustle into a full-time business. For most, we’re the first tax and advisory firm with a strong business focus that they’ve partnered with.
We prioritize working with dedicated business owners, and we also welcome individuals who own at least a single rental property.
Typically, our business clients have annual revenues ranging from $300,000 to $2 million, and their teams consist of six or fewer employees. They rely on us for support with bookkeeping, tax preparation, payroll, and strategic advisory services.
Many of our clients are new business owners who have transitioned from salaried roles within the past few years, often after turning a side hustle into a full-time business. For most, we’re the first tax and advisory firm with a strong business focus that they’ve partnered with.
We prioritize working with dedicated business owners, and we also welcome individuals who own at least a single rental property.
Clients who wouldNOTbe a good fit
Those that demand paper records and do not invest in technology and virtual services to optimize your life and processes.
Minimum Financial Requirements
Annual Income
No minimum required
Annual Revenue
No minimum required
Client Specialties
Preferred Industries
Client Type
Industries Solopreneur Tax doesNOTserve
Services Offered
Service Pricing
Annual Fixed Fee
$1,800 to $10,000
Quarterly Fixed Fee
$399
Project-Based Fee
$900
Meeting Options
Video meetings
Phone
Email
Client Portal/Online Platform
Solopreneur Tax's Tech Stack
About Solopreneur Tax
Solopreneur Sherpa was created by a CPA and Management Consultant with a longing to help the everyday entrepreneur. We help you create, manage and grow your business through both impeccable financial planning and streamlined modern approaches.
Disclaimer
Sam’s List is a platform that connects users with independent financial professionals, including accountants, bookkeepers, fractional CFOs, and financial advisors. Sam’s List does not provide, endorse, or guarantee any financial, accounting, or investment services. Some professionals on this platform participate in paid programs for additional visibility or leads. Users are responsible for conducting their own due diligence before engaging with any professional. Learn more in ourTerms of Service.
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