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by experienced professionals

BizTax services

S-corp formation package

S-Corporations can save thousands of dollars every year, so establishing a streamlined system to handle this new entity structure is a MUST. Furthermore, implementing a solid foundation for your S-Corporation can significantly reduce the probability of an IRS audit.

S-Corporation election
Bookkeeping setup and tutorial
Payroll setup and tutorial
Tax compliance overview
Tax savings plan and worksheet setup
Foundational advice and knowledge about business, taxes and finances

Small & midsize business (SMB) package

Once a business is established, you must abide by strict guidelines to ensure the entity is treated as a separate business. Many SMB’s lack proper accounting, records, receipts, financial & tax savings plans, and make a myriad of mistakes along the way. Implementing the right foundation for your SMB is key for legal protection, financial success, maximizing tax savings and more.

Entity classification and structure review
Bookkeeping setup and tutorial
Tax compliance overview
Tax savings plan and worksheet setup
Foundational advice and knowledge about business, taxes and finances

advisory & consulting Packages

Why do I need advisory & consulting services?

With an expert by your side, you can:

Implement a customized tax plan
Maintain tax compliance
Increase your financial stability
Secure the most strategic entity structure
Streamline processes
Navigate challenges and make informed decisions
Eliminate costly mistakes

Specializing in small & midsize businesses, investors, and high-net-worth individuals, BizTax will help you to achieve and align your goals with a customized strategy. We offer our clients monthly, quarterly and semi-annually advisory packages.

Meet the Owner

Julian Joppy, EA

In 2018, Julian left his full-time tax position at a CPA firm to pursue his dream of starting a virtual tax firm. After carefully analyzing how the world, and clients, were trending towards an online and virtual commerce, he envisioned being on the forefront of change in the tax and accounting industry. In 2019, he established his first successful business, which is now an established virtual tax and advisory firm serving clients nationwide.

After a decade of experience working with thousands of clients, Julian has discovered that advisory is an extremely underserved market. BizTax has been established to fulfill the advisory and consulting needs of small and midsize businesses, investors, and high-net-worth individuals across the country.

Contact BizTax

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Trusted advisory provided by experienced professionals