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Business & Personal Taxes

Maximize savings, minimize stress

Unlock proactive planning and tax strategy for you and your business.

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overview

Get expert tax guidance tailored to your business and personal goals so you can stay focused on the important parts of your business and life.

When you work with PaulHood, you get a year-round partner dedicated to providing a proactive, personalized tax and financial health strategy that aligns with your business goals and life milestones.

HOW IT WORKS

Your financial health, simplified

Let’s streamline your path to confidence in your business and personal finances. Starting with a comprehensive assessment, we’ll tailor a 12-month membership plan that aligns with your needs and goals. Our mobile app keeps you connected, allowing you to upload documents, book meetings, and access exclusive resources.

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services
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Tax services

Navigate the complexity of tax season with ease. We not only ensure compliance but also work with you year-round to maximize your savings in both your business and personal taxes. Your package includes one year-end tax planning meeting, with the option to add more sessions throughout the year if needed.

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Audit coverage

Gain peace of mind knowing you’re protected. In the rare event of an audit by the IRS or other tax authorities, PaulHood stands by your side, offering comprehensive support and representation. We handle the details and communicate with auditors so you can get on with life.

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Succession planning

Our dedicated team approach ensures your business and personal succession planning is as seamless as possible. By collaborating with your advisors and using cutting-edge tools, we craft strategies that safeguard your legacy and ensure smooth transitions.

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QuickBooks Training

Maximize your QuickBooks Online subscription with a 60-minute best practices training session. We’ll tailor training to enhance your skills so you can manage your business finances more effectively and get the most out of your accounting software.

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Up to three 1099s and W-2s

Streamline year-end compliance with PaulHood. Your membership includes three 1099s and W-2s so you comply with IRS requirements and avoid penalties. This feature is a reliable, convenient, and cost-effective solution for small businesses, independent contractors, and freelancers. You have the option to add more.

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A dedicated customer success manager

Receive personalized support from your dedicated customer success manager at PaulHood. Your customer success manager is a go-to resource to ensure we meet all of your tax and financial needs on time and accurately so you can enjoy peace of mind throughout the year.

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Mobile app

Stay connected to your financial future with the PaulHood mobile app. Effortlessly upload documents, schedule meetings with your advisors, and access a wealth of learning resources—all from the palm of your hand. We make it easy for you to stay informed and in control of your finances.

why choose us

Forget complexity, find clarity

Partner with PaulHood for expert, integrated tax strategies that support your business growth and personal financial goals.

Others
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12-month proactive partnership

Work with a dedicated team year-round—not just at tax time—for continuous financial health.

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Holistic financial integration

Our team collaborates with your other advisors to ensure a unified approach to your financial future.

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Customized client experience

We design a personalized service package tailored to match your business/life stage and financial goals.

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Exclusive learning resources

Access to member-only newsletters and resources for ongoing education.

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Independent financial advice

Receive unbiased, best-for-you financial and tax advice without ties to specific products or institutions.

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12-month proactive partnership

Work with a dedicated team year-round—not just at tax time—for continuous financial health.

unchecked
Holistic financial integration

Our team collaborates with your other advisors to ensure a unified approach to your financial future.

unchecked
Customized client experience

We design a personalized service package tailored to match your business/life stage and financial goals.

unchecked
Exclusive learning resources

Access to member-only newsletters and resources for ongoing education.

unchecked
Independent financial advice

Receive unbiased, best-for-you financial and tax advice without ties to specific products or institutions.

Who needs PaulHood?

From launching your business to transitioning it to the next generation, PaulHood is there every step of the way.

Business

Starting a business

Scaling up

Complex tax regulations

Past tax returns

Accounting and payroll

Succession planning

Starting a business

Start your business with confidence and extra support

Embark on your entrepreneurial journey with PaulHood by your side. Benefit from expert tax planning, guidance on entity selection, and strategic advice tailored to your startup’s needs. We’ll ensure your business foundation is solid, from compliance to growth strategies, setting you on the path to success.

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Scaling up

Navigate growth with strategic expertise

As your business expands, PaulHood provides the strategic insight and financial guidance you need to scale effectively. From accounting support and optimizing tax strategies to managing a team, we’ll support your growth ambitions with data-driven insights from professionals who’ve been there.

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Complex tax regulations

Simplify complexity

Tackle complex tax landscapes with PaulHood’s expertise. We stay ahead of regulations to minimize your tax liabilities and optimize outcomes, freeing you to focus on your business.

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Past tax returns

Get back on track with confidence

Behind on your tax filings? No problem. Our professionals specialize in helping clients get caught up on overdue tax returns and minimizing penalties so you don’t lose sleep worrying about a visit from the tax authorities.

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Accounting and payroll

Streamline your accounting and finance processes

Struggling to keep up with accounting and payroll tasks? PaulHood provides comprehensive support, from recording transactions to processing paychecks. Our expert team ensures accuracy and compliance so you can focus on growing your business without back-office headaches.

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Succession planning

Secure your legacy with precision and care

Transitioning your business to new hands, whether selling it or passing it to the next generation, demands meticulous planning. PaulHood offers expert guidance to ensure a smooth, strategic transfer. We help you evaluate your options, optimize for tax implications, and prepare for your next chapter.

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Testimonials

Hear from happy clients

Discover why our clients trust us with their financial futures. Watch their stories to see the PaulHood difference in action.

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The Ultimate Guide

Home Office Deductions

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Whether you’re new to home office deductions or looking to ensure you’re making the most out of every possible deduction, our eBook, Home Office Deductions for Small Business Owners, is your essential companion.

Our knowledge hub

Empower your decisions with on-demand, relatable insights.

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