Solopreneur Tax
FOUNDING YEAR
2021
NUMBER OF EMPLOYEES
6 - 20 employees
CREDENTIALS
CPA
LOCATION
National (U.S.)
SUPPORT
Dedicated Staff
SOFTWARE
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.
User
March 27, 2025
Current client since 2021
5.0
Reason for working with Solopreneur Tax
Chris is very patient and one of my best resources to talk strategy with. He has a lot of experience and great advice for all of the issues my business was currently facing and was super helpful advising how to set up my business for success in the future.
Experience working with Solopreneur Tax
Solopreneur Tax has been our CPA and financial advisor since we started our company in 2021. I am grateful that I get to have a relationship with Chris, the owner of Solo.
At the beginning, when my company was focused on business development, Solo fortified my back office. They advised me of the appropriate accounting system to use, of the proper internal control procedures to put in place, and of the tax codes to be prepared for.
They continue to make themselves available to answer my questions regarding the monthly reconciliation of my books or year-end tax planning. As a business owner himself, I believe Chris can relate to the same challenges that my company faces. Their consultation has been critical to my company's early success and they have fully earned my trust.
At the beginning, when my company was focused on business development, Solo fortified my back office. They advised me of the appropriate accounting system to use, of the proper internal control procedures to put in place, and of the tax codes to be prepared for.
They continue to make themselves available to answer my questions regarding the monthly reconciliation of my books or year-end tax planning. As a business owner himself, I believe Chris can relate to the same challenges that my company faces. Their consultation has been critical to my company's early success and they have fully earned my trust.
Communication
Subject-matter knowledge
Overall satisfaction
Conflicts of Interest
No personal or professional relationship disclosed.
Compensation
Reviewer did not receive any compensation for this review.
Disclosure:This review reflects the personal experience of the reviewer and does not represent an endorsement by Sam’s List
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 Industry
Client Type
Industries Solopreneur Tax doesNOTserve
Services Offered
Service Pricing
Subscription
Monthly Retainer
Annual Fixed Fee
$1,200
Quarterly Fixed Fee
$399
Project-Based Fee
$900
Meeting Options
Video meetings
Phone
Email
Client Portal/Online Platform
Industries Solopreneur Tax doesNOTserve
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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