5.0
Average rating
9
Client Reviews
$ to $
Monthly Retainer
N/A
Minimum Annual Revenue
N/A
Minimum Annual Income
What Our Clients Say
5.0
9 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.
Financial Requirements
Minimum Annual Revenue
N/A
Minimum Annual Income
N/A
Industries We Specialize In
Specialties We Work With
Services We Offer
✔ Advisory Services
✔ Bookkeeping
✔ Payroll Services
✔ Tax Preparation
✔ Business Tax Preparation
✔ Individual Tax Preparation
✔ Tax Planning & Strategy
Our Ideal Client Profile
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.
Solopreneur Tax's Tech Stack
About Solopreneur Tax
Solopreneur Tax 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.
You may be interested in:
13 Client Reviews
"Everything has been easy, professional, and straight forward."
4 Client Reviews
"Great! They took some really messy books, cleaned them up, did much better tax planning than my former accountant.
Before I was really stressed about my accounting. My I have a solid team and a system backing me up!"
Before I was really stressed about my accounting. My I have a solid team and a system backing me up!"
Flat rate single source accounting, bookkeeping and tax solution for small to medium size businesses.
Find & Connect with Accountants, Fractional CFOs, and Financial Advisors
Company
Professional Services
Help Guides
Sam’s List is a directory for exploring accountants, bookkeepers, fractional CFOs, financial advisors, and wealth managers. We do not provide financial, investment, tax, or legal advice, nor do we recommend or endorse any specific professional. Some professionals participate in paid programs for additional visibility or leads. Users should independently verify any professional before engaging their services. Learn more in ourTerms of Service.
