Tax Management: Upgrade Your Financial Stack

Save time to maximize your return, taking the right deductions and preparing tax documents with IntelliBookkeeping's startup tax services. 


From seed to Series B, IntelliBookkeeping has you covered. Our cloud-based bookkeeping provides comprehensive startup tax services. We understand that your startup is unique, and you need tax help, especially when you are scaling quickly. Our experienced team is available to help you with all your tax needs.



Our Services ARE:


When you work with IntelliBookkeeping, your tax data is stored securely in the cloud. You’ll never worry about who has access to your data, passwords, filing cabinets, bank accounts or paperwork.


Our small business bookkeeping and tax management services include access to our team by phone and email. Our tax management services even include monthly (or weekly) meetings to review data and answer your toughest questions.


We know your startup is one-of-a-kind and that one size definitely doesn’t fit all. You need a bookkeeping team who can work with you and seamlessly transition reports for tax preparation. You need a team that knows your business inside and out-- especially if it’s scaling quickly.


The bottom line: You need a trusted bookkeeper and tax adviser. And with bookkeeping and tax plans starting at a fraction of the cost of the accountants of yore, IntelliBookkeeping is the answer.

When you work with Intelli, we’ll help you with everything

We will assist you in setting up and configuring your accounts, integrating with the most popular bookkeeping software options.

We will manage your ongoing bookkeeping and accounting needs, no matter how large you scale!

Our startup tax services make the process simple. We prepare and file your state and federal taxes-- an optional add-on service.


“Can you file my state and federal taxes?”
Yes! When you subscribe to our bookkeeping service, you’ll have the option to add-on our incredibly valuable tax management services. We can prepare and file both state and federal taxes for LLC’s, LLP’s, Sole Proprietorships, S-Corps, and C-Corps. This includes all the federal and state forms plus Delaware franchise tax and 1099 submission.

“Do you offer tax management, prep, and filing as a standalone service?”
Intelli’s tax management services are available only as an optional add-on to bookkeeping services.

“Do I need to file quarterly?”
Call us! We'll review your business and help you make sure your taxes are paid on time.

“How do I send my bookkeeping team and tax advisors my receipts, expense reports, and other documents?”
You won’t believe how simple this can be! IntelliBookkeeping uses a document management software called HubDoc. If you’re already a Xero or Quickbooks Online user, it’s really simple to get started using it!

“What about security? Will you have access to all my passwords?”
Privacy and security are very important to us. Transactions from your bank and credit card are downloaded securely without the need to share passwords, usernames, or other personal information. This “read-only” access keeps your tax and bookkeeping data safe and secure. To learn more, refer to our Privacy Policy or give us a call, (617) 580-5426.