Services we offer

Tax & Accounting services
for a more confident future

  • ANNUAL TAX PREPARATION

    We all have to do it — have more peace of mind.

    Be confident you're not only compliant but maximizing the opportunities available to you on your personal or business tax returns.

  • FUTURE READY TAX PLANNING + STRATEGY

    Let’s navigate your specific tax complexities together.

    We believe that effective tax planning happens throughout the year, not with your fingers crossed at tax time.

  • BUSINESS START-UP + ONGOING SERVICES

    Get on track from the start or from today forward.

    Let’s answer your questions like choosing your entity type, when to become an S-Corp, or payroll and bookkeeping software decisions.

  • BOOKKEEPING + BOOK REVIEW

    Get your books on track with our bookkeeping services.

    Whether your needs are weekly, monthly, or quarterly, DIY or outsourced —
    we've got you covered.

fINANCIAL ADVISOR PARTNERSHIPS

At Track, we believe in the power of collaboration.
By coordinating with our clients’ financial advisors, we aim to provide a seamless and holistic financial service experience. 

The financial advisors above are some of many advisors that have already forged a successful partnership with Track.
If you're a financial advisor looking for a trusted tax and accounting partner to further elevate the financial journey of your clients, let’s talk.

be more confident in your finances.

Take the first step today!