Tax Services
Returns, structuring, and planning — handled by people who already know your numbers, not a stranger you meet once a year.
Most tax-prep shops see a client's finances once, at filing time. Cromwell's tax work sits inside the ongoing Core CFO relationship — whoever prepares your return or advises on structure has been looking at these books all year.
Talk to a Cromwell CFO about your taxes →Tax services are available to Cromwell Core clients.
This isn't an à la carte tax-prep product — it's part of what you get as an ongoing client. See the Core program.
Federal and state returns for you and your business, prepared by a team that's already reconciling your books monthly — not piecing together a year of transactions in April.
Prepared by Enrolled Agents and CPAs who work from your books all year. Individual returns, business returns (S-corp, partnership, LLC), and nonprofit and exempt-organization returns (Form 990).
Structuring strategy
Choosing the right entity structure — S-corp, partnership, multi-entity holding structures, family limited partnerships — for tax efficiency, liability protection, and succession.
Formation and document preparation
The paperwork side — operating or membership agreements, FLP agreements, corporate bylaws, organizational minutes, and the state filings that go with them.
Planning happens before the deadline, not after — quarterly check-ins, entity-level strategy, and timing decisions made with a full year's view of your numbers, not a snapshot in April.
Proactive entity-level tax strategy, timing of income and deductions, and multi-year planning — in plain language. Included in the ongoing Core relationship; it doesn't carry its own price tag.
A short introductory call — no preparation needed, no obligation.
Schedule a CallWhy Cromwell
Structuring and planning advice from a licensed attorney, not just a preparer.
The same team doing your monthly books does your return, so nothing gets re-explained every year.
Planning conversations happen year-round, not just at filing time.
Tax work is one part of the relationship — see our bookkeeping and fractional CFO services or why clients choose Cromwell.