Full Service Tax & Accounting Packages
That Work For You!
Regardless of your current situation, TotTax can help you take control of your finances and maximize your tax benefits.
Easy All-In-One Packages
Designed to take taxes, bookkeeping, payroll, and more off your plate!
Compliance Package
Best For: Small Teams • Around $500k Revenue
$895 /month
Accounting & Payroll
- Quarterly Bookkeeping + Reconciliation
- Up To 4 Employees/1099's Included
- Quarterly Financial Reports
- Payroll on Autopilot
- Sales Tax Filing & Support
Tax Reduction
- Annual Business Tax Return - LLC, Partnerships, & Corps.
- Strategic Quarterly Tax Planning
- Quarterly Estimated Tax Calculations
Advisory
- Bookkeeper Support - Q/A
Collaboration Package
Best For: Teams • Around $2M Revenue
$1600/month
Everything From Compliance Package
Accounting & Payroll
- Monthly Bookkeeping + Reconciliation
- Monthly Financial Reports
- (5) Employees/ 1099 Contractors Included
- Each Additional (5) Employees/1099's + $100/month
- Sales Tax Filing + Support
- Hands-On Payroll + Support
- Quarterly Cash Flow & Budgeting
- Employee Benifits + HR Support
Tax Reduction
- Annual Business Tax Return - LLC, Partnerships, & Corps.
- Strategic Quarterly Tax Planning
- Quarterly Estimated Tax Payment Submission
- Tax Notice Review
- Personal Tax Return Included (Limit One Owner)
Advisory
- Regular Advisory Meetings
- Profit & Cashflow Guidance
Fractional CFO Package
C-suite Level Financial Services • Around $3M+
$3500 /month
Everything From Callaboration Package
Accounting & Payroll
- Bi-Weekly Bookkeeping
- Real-Time Dashboards
- Accounts Payable/Recievable
- Project Profitability
- Payroll + Benefits + HR support for a growing team
- Custom Forecasting, Budgeting, and Tax Strategy
Tax Reduction
- Annual Business Tax return - LLC, Partnerships, & Corps.
- Strategic Quarterly Tax Planning
- Quarterly Estimated Tax Calculations
- Tax & Growth Strategies (Trusts, Holding Co., Real Estate, etc.)
Advisory
- Priority Support │ Email, Phone, Text
- Monthly CFO Sessions
- Owner Wealth Strategy: Retirement Planning
- Entity Structure Review
Startup Package
Perfect for:
Business owners without employees or very small teams (up to 3 employees)
Real estate agents, flippers, landlords
Freelancers, consultants, and solo service providers earning around $500K/year
Tax Reduction
Tax Preparation & Filing
Quarterly Tax Planning
Accounting & Payroll
Bookkeeping & Cleanup
Payroll Autopilot Up to 4 Employees
Sales Tax Filing & Support
Advisory
Bookkeeper Support
-
Includes (but not limited to):
Monthly (or quarterly) bookkeeping to track what’s coming in and going out
Clean-up of any messy or DIY books you’ve been avoiding
Annual business tax return that reflects smart, strategic choices—not just data entry
4x/year tax planning session to avoid surprises
Payroll on Autopilot
Quarterly Estimated Tax calculations
Sales tax filing & Support
Advisory & Answers to real-world questions like:
“Do I need to charge sales tax?”
“Can I write off this trip?”
“How do I pay myself correctly?”
Starting At $895 /Month
$745 /Month /Paid Annually
Collaboration Package
Perfect for:
Business owners with a small team (contractors or W-2 employees)
Salon owners, tattoo studios, massage therapists, PT clinics
Real estate pros managing multiple properties or flips
Tradespeople with $1M+ in revenue who need structure & support
You’re growing—and now the problems feel bigger:
“How do I stay on top of payroll and still get paid myself?”
“Are my stylists or techs really contractors?”
“Do I need to offer benefits to keep my team happy?”
“Why do I make 7 figures but still feel broke?”
“Am I even charging enough to cover my overhead?”
You’ve got the revenue. Now let’s build the structure to support it.
Tax Reduction
Tax Preparation & Filing
Tax Planning
Owner-Personal Tax Return
Quarterly Tax Planning + Payments
Accounting & Payroll
Monthly Bookkeeping & Cleanup
Hands-On Payroll + Support
Benefits Setup + HR Support
Sales Tax Filing & Support
Quarterly Cash Flow & Budgeting
Advisory
Regular Advisory Meetings
Profit & Cashflow Guidance
-
Includes (but not limited to):
Monthly bookkeeping that actually helps you understand your numbers
Payroll support to stay compliant, even if your team is a mix of contractors and employees
Strategic quarterly tax planning (so you’re not hit with $50K surprises in April)
HR and benefits setup so you can retain talent without breaking the bank
Owner’s personal return included—because your business and personal tax lives are connected
Guidance on profit margins, cash flow, and making the business work for you
Regular advisory calls to make confident decisions without Googling everything at 1am
Starting At $1600 /Month
$1,333 /Month /Paid Annually
Fractional CFO Package
Perfect for:
Trade businesses (roofing, plumbing, HVAC, construction) making $3M+
Med spas, salons, or personal care studios with 10+ staff or multiple locations
Real estate investors with large portfolios or complex deals
CEOs ready to offload financial ops and think like a real CFO
You’re no longer just running a business—You're running a team, a brand, and multiple moving parts. And your time? It’s too valuable to spend buried in spreadsheets.
“Am I pricing projects right—or bleeding money somewhere?”|
“When can I afford to hire or expand?”
“What’s the best structure for taxes, retirement, or even selling someday?”
“Why does my accountant only call during tax season?”
“Can someone just handle all this already?”
This isn’t just support—it’s financial partnership.
Tax Reduction
Tax Preparation & Filing
Tax Planning
Owner-Personal Tax Return
Quarterly Tax Planning + Payments
Advisory Service
Accounting & Payroll
Bi-Weekly Bookkeeping & Cleanup
Full Payroll + Benefits Support
Benefits Setup + HR Support
Custom Forecasting & Budgeting
Sales Tax Filing & Support
CFO & Advisory
Priority Support
Profit & Cashflow Guidance
Monthly CFO Sessions
Owner Wealth Strategy
Entity Structure Review
-
Includes (but not limited to):
Bi-weekly bookkeeping with real-time dashboards so you’re never flying blind
Monthly CFO sessions to help you analyze performance, hiring, and growth moves
Payroll + benefits + HR support for a growing team
Custom forecasting, budgeting, and tax strategy
Entity structure review (including trust, holding co, real estate stack, etc.)
Owner wealth strategy: retirement planning, real estate coordination, and more
Priority support via email, phone or text
Starting At $3500 /Month
$2,916 /Month /Paid Annually
Why Choose Us
TotTax Tax & Accounting Agency offers expert accounting, bookkeeping, payroll, tax planning, and tax preparation services for individuals and small businesses throughout the United States. We take a transparent and client-focused approach to your financial needs, providing the personalized attention you deserve from a professional firm.
Expertise and Trust
Benefit from our experienced and certified accountants, who provide trustworthy financial guidance, ensuring accuracy and compliance.
Proactive Partnership
Beyond historical reporting, we proactively identify opportunities and challenges, serving as your strategic financial partners.
Tailored Solutions
We create customized financial strategies that align with your unique goals, offering personalized solutions that fit your needs.
Cutting-Edge Technology
We leverage the latest accounting software for efficiency, providing real-time insights to help you make informed decisions.
Comprehensive Services
From taxes to audits, we offer a full spectrum of services under one roof, ensuring your financial success.
Meet Tatyana, TotTax Founder
I'm your business tax professional and financial strategist. I tried different jobs at the IRS, like bookkeeping, accounting, and tax preparation.
However, I came to the realization that it wasn't the right fit for me.
I wanted to work with clients motivated and excited for changes, appreciating freedom, and ready for action. That's why I started TotTax, a Tax and Accounting Agency.
What Our Clients Say About Us
How to file taxes as a business
You would think that would be something of importance to know. But no, So how did I manage this?
Year 1: I paid someone $600 dollars to file & I owed about $7,000 to the government & I cried.
Year 2: I tried to do it myself…still owed about $7,000…
Year 3: I HIRED A PRO!
Not only was this tax season completely stress free BUT she managed to fix my previous year’s taxes (yes the ones I did) & get me an almost $3,000 REFUND!
So the moral of the story…hire out the things that you are not an expert in.
If you are looking for an amazing tax gal check out TotTax.
Stephanie
CEO of Money Moves Management
Absolutely happy with Tatyana and her team services. The only regret I have is that I didn't contact her earlier.
I've been a "1099-employee" since 2021, and I've always been financially literate, to say the least. So since 2023, the 2024 is going to be my full year as an LLC, so she walked me through the process of starting an LLC.
She had lowered my taxes—probably cut them in half. I started saving for retirement. She helped me with the retirement investments.
And yeah, if you're still questioning it—do it.
Alexandra Sarapulova, RN
Owner of Alexandra Sarapulova PLLC
