Services Tax Automation How it works About FAQ
Accounting · Tax · Advisory

Your numbers,
finally in sync.

Tallyum brings your books, taxes, and advisory together under one roof, so you always know where your business stands, and where it's headed next.

Explore services
Why Tallyum

Less guesswork. More good decisions.

Most firms hand you a report and disappear until tax season. We stay in the loop, clear numbers, connected services, and a team that actually knows your business.

See everything clearly

A real-time view of your finances, no surprises, no waiting until April.

Every service, connected

Bookkeeping, tax, and advisory share the same source of truth, so nothing falls through the cracks.

A partner, not a portal

Proactive guidance from real people who pick up the phone and help you plan ahead.

Built to scale

Automation handles the repetitive work, so your finances keep up as your business grows.

What we do

One team for the whole financial picture.

From day-to-day books to big-picture strategy. Pick what you need now, add the rest as you grow.

Accounting & Bookkeeping

Clean, current books you can trust, closed on time, every month.

  • Monthly reconciliation & close
  • P&L, balance sheet & cash-flow reports
  • Accounts payable & receivable

Tax

Tax support that goes beyond the return.

  • Tax preparation and filing for individuals and business
  • Tax advisory & planning
  • Entity structure and other tax solutions

Advisory

CFO-level guidance to steer cash flow, growth, and the decisions that matter.

  • Cash-flow forecasting & budgeting
  • KPI dashboards & profitability reviews
  • Growth, hiring & financing decisions

Automation & Technology

Modern tools that connect your accounts and kill the busywork.

  • Bank, payroll & POS integrations
  • Automated categorization & alerts
Tax services

One team. Every tax need.

We serve as a single point of contact for all your tax matters. Through year-round collaboration, we ensure that every decision is strategically planned, every deadline is met, and no tax matter ever arrives unexpected.

01

Business Tax Compliance & Filing

Federal and state returns prepared accurately and filed on time for Corporations, Partnerships, S Corporations, Homeowners Associations, Cooperatives, Foreign Corporations, Trusts, Not-for-Profits, and Individuals.

02

Tax Planning, Strategy & Advisory

Proactive planning throughout the year. We analyze every available tax strategy and apply the ones that bring the most efficiency to your return, and we remain available year-round to advise you on any tax question or situation that comes your way.

03

Entity Formation & Tax Structuring

The right structure saves real money. We help you form and structure the entity that best fits your needs, optimizing tax efficiency and protecting your personal assets as you grow.

04

Real Estate & Investor Tax Filing

From a single rental to a full portfolio, we prepare returns for property owners and investors, maximizing deductions while keeping every detail accurate.

05

IRS Representation & Resolution

We represent you directly before the IRS and state authorities, resolving disputes, negotiating penalties, and restoring your peace of mind.

06

Sales & Payroll Tax Registration

From sales tax and payroll tax registration to multi-state setup, we navigate the red tape and keep your operations compliant, so you can stay focused on the business.

07

Annual Reports & Regulatory Filings

Stay in good standing without thinking about it. We keep your entity fully up to date, handling state annual reports, Beneficial Ownership (BOI) filings, and all other required paperwork year after year.

Forms we handle every day
1120 1120S 1120H 1120F 1065 1040 940 & 941 SCH 5471 & 5472 8825
Automation & technology

Your finances run themselves we make the calls.

We connect your accounts to modern tools, automate the repetitive work, and surface what needs your attention. You get clarity without the busywork.

01

Everything connects

Banks, payroll, invoicing and POS sync automatically into one clear ledger.

02

The boring stuff is handled

Transactions categorize themselves; reconciliations and reminders run on schedule.

03

There's finally a team on it

We keep an eye on the numbers that matter and flag anything worth a conversation, before it becomes a problem.

Bank & card feedsSynced
↓
Auto-categorized & reconciledAutomated
↓
A team watching your numbersOn it
How it works

Getting started is the easy part.

No long onboarding, no shoebox of receipts. Three steps and you're in sync.

1

Discovery call

A free, no-pressure conversation to understand your business, your goals, and where things stand today.

2

We get you set up

We connect your accounts, clean up the books, and put the right tools and structure in place.

3

Stay in sync

Monthly reports, year-round tax strategy, and an advisor on call whenever a decision comes up.

About Tallyum

We're the financial team in your corner.

Tallyum started with a simple belief: business owners deserve a finance partner who explains, guides, and actually cares about the outcome, not a vendor who shows up once a year. We pair seasoned professionals with modern technology so you get the rigor of a firm and the responsiveness of a teammate.

ClarityGuidanceIntegrityModernHuman
Good questions

Everything you might be wondering.

No. We work with the tools you already use — QuickBooks, Xero, and most major platforms — and connect them so everything stays in sync. If a change would genuinely help, we'll walk you through it first.
We specialize in established business owners — typically growing companies past the startup phase who need real accounting, tax, and advisory support under one roof.
Flat monthly packages based on the services you need and your transaction volume — no surprise hourly bills. We'll scope it together on your discovery call.
Not at all — it's one of the most common reasons owners come to us. We'll get everything cleaned up and current as part of onboarding, then keep it that way.
Always. You'll have a dedicated contact who knows your business, plus direct access to your CPA and advisor when bigger questions come up.

Ready to get in sync?

Book a no-pressure consultation. We'll look at where you are, where you want to go, and how Tallyum can help you get there.

solutions@tallyum.com