See everything clearly
A real-time view of your finances, no surprises, no waiting until April.
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.
Why Tallyum
Less guesswork. More good decisions.
Most firms hand you a report and disappear until tax season. We stay in the loop with clear numbers, connected services, and a team that actually knows your business.
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 businesses
- 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 comes as a surprise.
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 day11201120S1120H1120F10651040940 & 941SCH 5471 & 54728825
A clearer view
Your operations and financials, in one place.
We organize the information that matters so you can see how the business is operating, understand where your finances stand, and make informed decisions with your advisory team.
01
See the full picture
Bring key operational and financial information into a clear, consistent view.
02
Know what needs attention
See open items, important deadlines, and financial trends without sorting through disconnected reports.
03
Review it with your team
Your Tallyum team helps you understand the numbers, discuss priorities, and plan the next step.
Operations overview
Organized
Financial performance
Visible
Guidance from your team
Connected
How it works
Getting started is the easy part.
No long onboarding, no shoebox of receipts. Three steps and you're in sync.
Discovery call
A free, no-pressure conversation to understand your business, your goals, and where things stand today.
We get you set up
We connect your accounts, clean up the books, and put the right tools and structure in place.
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.
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'll look at where you are, where you want to go, and how Tallyum can help you get there.