Individual & Business Tax Prep

Making tax time less taxing.

Stress-free taxes, year-round confidence. We handle everything from simple returns to complex business filings—minimizing errors, maximizing deductions, and keeping you compliant.

Woman looking relieved in front of a computer
Approachable accounting & tax strategy
Woman using a computer and writing on a note pad

Take the stress out of taxes.

Tax prep isn’t just a season, it’s a year-round process. We help you project liability, identify planning opportunities, and enter filing season with confidence. We communicate before, during, and after your return to hit all the important deadlines, plus, our secure online portal makes document sharing easier than ever.

Businesses

Whether you’re a C Corp, S Corp, LLC, partnership, or sole proprietor, we prepare and file tax returns for all business types.

Freelancers & Contractors

Let’s talk deductions, minimize your tax bill, and set up an estimated payment plan so you avoid penalties.

Individuals

We file over 1,000 client tax returns each year, including around 60% individual returns, so you’re in good hands.

Expert Guidance

From the routine individual tax return to complex business tax consulting, our expert team has your back every step of the way!

Bundle & Save

Combine your accounting and tax services with Bittel and enjoy discounted tax preparation. When our team manages your books, tax time is smoother—and your wallet thanks you.

The secret sauce to a smooth tax season.

Tax-Ready Financials

We ensure your records are organized, accurate, and ready for filing, working closely with our in-house tax experts to eliminate last-minute stress and avoid costly surprises.

Strategic Insights

Taxes aren’t just numbers—they’re opportunities. We provide guidance and actionable recommendations so your filings support smarter financial decisions, not just compliance.

Proactive Communication

No radio silence here—we keep you updated throughout tax season with clear instructions, timely reminders, and answers to every question. You’ll always know exactly where your filings stand.

Scalable Solutions

From individuals to multi-entity businesses, our tax services scale with your needs—so you get the right level of support every season.

Your tax journey, simplified.

Think of us as your co-pilot through tax season—navigating deadlines, deductions, and forms so you can focus on your business

01
Consult
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Consult

We start with a complimentary 30-minute consultation to understand your situation—whether it’s your personal taxes or your business returns. Think of it as a first coffee date, but with deductions, credits, and spreadsheets.

02
Gather & Review
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Gather & Review

Next, we collect your financial documents and review your prior filings. This helps us uncover potential savings, spot any issues, and identify opportunities to optimize your tax strategy.

03
Plan & Prepare
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Plan & Prepare

We create a customized plan for your tax preparation, outlining what’s needed, key deadlines, and any proactive strategies to minimize your liability. Everything is presented clearly so you know exactly what to expect.

04
Onboard
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Onboard

Our Operations Team will guide you through onboarding—sending an engagement letter, setting up your client portal, collecting documents, arranging billing, and hosting a welcome meeting.

05
File & Follow-up
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File & Follow-up

We prepare and file your taxes accurately and efficiently. After filing, we review results with you, answer any questions, and provide guidance for next year—so tax season feels easier and more predictable every time!

Best looking set of books of any of the clients I work with!

These books look GREAT. I looked at the YTD view, by month, and it's incredible how well organized [they] are.

Sarah R, Consultant
Carlie has an amazing team going, very responsive and communication is great.

I'm happy I found her as the results have proven time and again you need a pro like her on your team!

Nathan H.
[They] know how to professionally do taxes, bookkeeping, and even helped me set up my LLC.

I highly recommend their services. Especially if you're a Realtor who needs organizational help, hire the best team out there!

Debbie B.
Bittel Books was professional, quick and handled everything so smoothly. We’re very grateful!

We were happy to have Rebecca, Carlie and the team help us file our personal and small business income taxes. We’ve always done it ourselves and usually felt like we were leaving a lot on the table.

Abby L.
Carlie and her team at Bittel Book & Taxes go beyond the basics of accounting.

They become true partners—getting to know your business, understanding your goals, and proactively supporting your success with regular communication and strategic insight.

Tina
Since 2019, Cassie and the team at Bittel Books have been invaluable in managing our agency's finances and taxes.

Their expertise has been essential in helping us navigate the unique challenges of being a fully remote, multi-state company. They've provided consistent, expert guidance as we've grown, and I can't recommend them enough to other business owners looking for a trusted financial partner.

Ben D.
Working with Bittel Books has been an absolute pleasure and privilege over the last 7 years.

They have been with me through so many changes in my businesses and are always so helpful, understanding and they do an incredible job. I continue to be impressed with how reliable they are and am grateful they have been of such great service to me over the years!

Andrew
I’ve had an outstanding experience working with Bittel Books.

They’ve not only helped me better understand and navigate the complexities of both personal and business taxes, but they’ve also gone above and beyond to answer questions, provide thoughtful strategies, and ease the stress and anxiety I once associated with tax season. I’ve confidently referred them to friends and colleagues, knowing they are a trusted and invaluable partner in my corner.

Jessica
As a Certified Financial Planner for 20 years, Bittel Books is exactly what my business and many of my clients have been searching for.

It is difficult to find a tax partner that spends the time on tax planning and strategy the way Bittel Books does for my clients. The communication and attention they provide to their clients is unmatched. I refer them any chance I get.

Brian B, CFP®
[Carlie] helped me through some rather difficult situations early on and her team has always been wonderful to work with—very thorough and detailed.

Staying with Bittel all these years has been great because I always know I get the personal touch that other, larger firms don't even bother with these days. Easily a 10/10 rating, no question there!

Scott S.

You’ve got questions. We’ve got answers.