Beyond just filing.
Taxman 365 is a U.S.-based tax and financial advisory firm helping individuals and businesses stay compliant, reduce their tax burden, and make smarter financial decisions — all year, not just in April.
Common problems we solve
Most firms file taxes. We plan taxes.
What could an S-Corp election save you?
A growing LLC often pays self-employment tax on every dollar of profit. With an S-Corp election and a reasonable-compensation payroll plan, only the salary portion is subject to payroll tax. Move the sliders.
Illustrative only. Real reasonable-compensation analysis, state taxes, QBI deduction, payroll costs and your specific facts change the answer — that's what the discovery call is for.
A client portal that does the chasing for you
No more "did you get my W-2?" emails. Log in from your phone, see exactly where your return stands and what's still needed, and upload documents as they arrive. Tessa — our AI assistant — reads each one, files it in the right place and nudges you politely if something's missing, while a licensed preparer reviews everything before it reaches you.
- A checklist built from last year's return. Not a generic form — the W-2s, 1099s, K-1s and 1098s you actually had.
- Upload from your phone, get instant confirmation. Snap a photo or drag and drop; the item is ticked off for you.
- Friendly reminders, never on weekends. And a human steps in the moment it's a real question.
Launching for the 2026 filing season (January 2027).
If your finances are becoming complex — we simplify them.
W-2 professionals with investments
Capital gains, RSUs, rental income, side businesses — the return gets complicated fast.
Small business owners
LLCs, S-Corps and partnerships that need entity structure, payroll strategy and clean books.
Real estate investors
Depreciation, cost segregation, passive-loss rules and material participation done properly.
Startups & growing companies
Multi-state compliance, estimated taxes and FP&A support as you scale.
High-income individuals
Tax-loss harvesting, retirement contribution timing and long-term wealth preservation.
Complex financial scenarios
Multiple entities, multiple states, IRS notices — the situations generic preparers avoid.
Everything you'd want to know before a call
Services
Federal & state returns, entity filings, planning, bookkeeping and IRS support.
→Why Taxman 365
Year-round, proactive, strategy-driven — side by side with the usual annual filing.
→Our approach
Understand → Structure → Execute → Optimize → Support, and what your first year looks like.
→Client portal
Track your return, upload from your phone, and let Tessa do the chasing — with a CPA reviewing every step.
→Results
S-Corp elections, unlocked passive losses, harvested gains — real-world impact.
→About the founder
Harsh Kishan Yadav — CPA and CFO-style advisor bridging compliance and growth.
→Discovery call
Tell us where you are; we'll tell you what we'd do differently.
→Start your strategic tax journey today.
A free discovery call, a review of where you stand, and a proposal — before you commit to anything.