We work with individuals and businesses who need more than basic tax preparation—clients who value proactive planning, strategic guidance, and year-round support.

Who We Work With

High-Income Individuals

Optimizing taxes, investments, and complex financial situations with proactive, year-round planning.

Entrepreneurs

Building and scaling businesses with the right tax structure and proactive strategy.

REAL ESTATE INVESTORS

Rental properties, real estate transactions, and tax planning strategies for investors and property owners.

Business Owners

LLCs, S-Corps, and partnerships looking for ongoing advisory—not just compliance.

Multi-State Clients

Navigating complex filing requirements and minimizing tax exposure across multiple states.

Crypto & Digital Assets

Supporting active traders, investors, and crypto-native clients with multi-exchange reporting and proactive tax strategy.

How We Support You

From tax preparation and planning to complex reporting, crypto, and ongoing advisory, Innovate helps individuals, businesses, and investors stay compliant and move forward with clarity.

Tax Preparation & Filing

Annual federal and state returns (Form 1040) for individuals and families, including multi-state and complex income situations.

Proactive Tax Planning & Strategy

Year-round planning for high-earning W-2 employees, professionals, and investors to minimize surprises at tax time.

IRS, State & Local Notice Resolution

Support responding to notices, resolving balances, and cleaning up prior-year issues.

Complex Reporting

K-1s, equity compensation, trusts, and other scenarios that go beyond a simple return.

Crypto, Trading & Investment Reporting

Accurate reporting for brokerage accounts, options, and crypto activity across platforms and exchanges.

Advisory for Life Events

Guidance for major milestones such as marriage, home purchases, children, and career transitions.

Entity Selection & Setup

LLC and S-Corp planning, formation, and elections aligned to how you operate and grow.

Business Tax Preparation

1120-S, 1065, and 1120 filings with clean tie-outs and owner-level coordination.

Accounting & Bookkeeping Oversight

Cleanup, review, and ongoing support to keep financials accurate and tax-ready.

Payroll & Compliance

Guidance on reasonable compensation, owner wages, and required filings.

Advisory & Specialty Services

Quarterly planning and scenario analysis tailored to your business model.

Industries We Serve

Professional services, online businesses, real estate, and closely held entities.

Crypto Accounting & Tax

Support for investors and businesses with simple to advanced on-chain activity.

DeFi, Staking & Yield

Tracking rewards, income, and complex transactions across protocols.

NFTs & Digital Assets

Guidance for creators, traders, and collectors navigating tax implications.

Crypto Businesses & DAOs

Entity structure, accounting, and compliance for crypto-native operations.

Liquidity & Exit Planning

Proactive planning around large cash-out events and tax exposure.

Retirement & Account Strategy

IRAs, Roth conversions, 401(k), SEP, and Solo 401(k) planning aligned with tax strategy.

Tax-Efficient Investing

Capital gains planning, timing of sales, and coordination with your broader tax picture.

Portfolio & Risk Review

High-level assessment of allocation, diversification, and risk exposure.

Insurance & Annuity Planning

Evaluation of life insurance and annuity strategies with tax and cash-flow awareness.

Estate & Beneficiary Coordination

Align ownership, beneficiaries, and legacy planning with tax objectives.

Equity Compensation & Benefits

RSUs, stock options, ESPPs, and employer benefits planning.

Advisory services provided in a tax and planning capacity. Investment products are not sold or held in custody through this website.

 Frequently Asked Questions

  • We work with LLCs, S-Corps, C-Corps, partnerships, and sole proprietors across a wide range of industries, from small startups to established enterprises.

  • Yes. We manage tax filings and compliance for all states and local jurisdictions, so you’re fully covered no matter where you operate.

  • Most individual returns are completed within 5–7 business days once we have all your documents. Business returns may take longer depending on complexity, but we keep you updated every step of the way.

  • Yes! We review retirement options, tax deductions, and strategies tailored to your income, investments, and business structure to reduce your overall tax liability.

  • Absolutely. You can call or text us anytime — all clients even have access to my personal cell phone. Plus, our fixed-fee model means you never get billed for short questions or quick check-ins.

  • Yes. Innovate handles entity formation from start to finish — including filing your LLC, setting up & filing S-Corp election, and establishing payroll so you can pay yourself a compliant W-2 salary.

  • Instead of simply listing trades on Schedule D, we build a full tax-efficient structure. This includes entity setup, payroll planning, and retirement strategies designed to lower your overall tax bill.

  • Fixed fees encourage open communication. You can call or text us for 15–30 minute conversations without worrying about surprise charges, making it easier to get timely advice and support

  • Absolutely. We handle all correspondence with the IRS, as well as state and local tax authorities, so you don’t have to worry about navigating notices yourself.

  • Yes! Unlike traditional accountants stuck in the past, we embrace cryptocurrency and can help you navigate crypto transactions, reporting, and tax planning with ease.

Filed a Tax Extension? Here’s what to do next

If you filed an extension on your own but haven’t completed your tax return yet, you’re not alone. Many clients come to us after filing an extension and need help finalizing their return correctly.

We handle everything from organizing your documents to preparing and filing your return — helping you avoid mistakes, reduce taxes where possible, and stay compliant before the deadline.