See everything clearly
A real-time, clean view of your finances. No year-end surprises, no waiting until tax season.
Accounting · Tax · Advisory
Your numbers,
finally in sync.
Tallyum brings your books, taxes, and strategic advisory together under one roof, so you always know where your business stands and where it is headed next.
Why Tallyum
Less guesswork.
More good decisions.
Most firms hand you a report and disappear until tax season. We stay in the loop year-round with clear numbers, connected services, and a team that actually knows your business.
Every service connected
Bookkeeping, tax, and advisory share one source of truth, so nothing falls through the cracks.
A partner, not just a portal
Proactive guidance from dedicated professionals who know your business and pick up the phone.
Built to scale with you
Modern workflows handle routine complexity, keeping finances effortless as you grow.
What we do
One team for the whole financial picture.
From day-to-day books to big-picture strategy. Pick what you need now, and seamlessly add the rest as you grow.
Accounting & Bookkeeping
Clean, current books you can trust, closed on time every single month.
- Monthly reconciliation & close
- P&L, balance sheet & cash-flow reports
- Accounts payable & receivable
Tax Compliance & Strategy
Proactive tax support that goes far beyond just filing returns.
- Federal & multi-state tax filing for businesses & owners
- Year-round tax advisory & minimization
- Entity structure & elections (S-Corp, C-Corp, LLC)
Advisory & Fractional CFO
CFO-level guidance to steer cash flow, profitability, and key growth moves.
- Cash-flow forecasting & dynamic budgeting
- KPI dashboards & margins analysis
- Growth, hiring, and capital planning
Technology & Integrations
Modern financial toolchains that eliminate manual entry and sync data.
- Bank, payroll & POS system integrations
- Automated transaction categorization & alerts
- Real-time financial visibility
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 issue comes as a surprise.
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.
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.
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.
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.
IRS Representation & Resolution
We represent you directly before the IRS and state authorities, resolving disputes, negotiating penalties, and restoring your peace of mind.
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.
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
Federal, state, and specialized tax filings prepared and managed year-round.
1120C Corporation
1120SS Corporation
1120HHomeowners Association
1120FForeign Corporation
1065Partnership
1040Individual Income Tax
940 & 941Payroll Tax
SCH 5471 & 5472International Information
8825Rental Real Estate
How it works
Getting started is straightforward.
No painful transitions, no shoebox of paper. Three structured steps and you are in sync.
Discovery call
A concise, no-pressure conversation to understand your business, goals, and current setup.
We get you set up
We connect your accounts, clean and reconcile books, and establish your financial workspace.
Stay in sync
Monthly reporting, proactive tax planning, and strategic advisory whenever decisions arise.
About Tallyum
We are 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 CPA firm with the responsiveness of an internal teammate.
Clarity·Guidance·Integrity·Modern Systems·Dedicated Support
Frequently asked questions
Everything you might be wondering.
Do I have to switch my accounting software?+
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.
What size businesses do you work with?+
We specialize in established business owners — typically growing companies past the startup phase who need real accounting, tax, and advisory support under one roof.
How is pricing structured?+
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.
My books are a mess. Is that a problem?+
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.
Will I have a real person to talk to?+
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?
Start a no-pressure conversation. We will review your current setup, discuss goals, and outline how Tallyum can help.