Tax preparation · Bookkeeping · Tax planning

Taxes shouldn't be a once-a-year conversation.

Tax preparation, bookkeeping, and proactive tax planning for business owners, investors, and high-income professionals. Start with what you need today, and add support as your finances grow.

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Who we help

Built for people whose taxes got complicated

Whether you're a solo freelancer or running a profitable S Corporation, DFU has a level of service that fits, and grows with you.

Small Business Owners

Bookkeeping, tax preparation, estimated taxes, S Corporation planning, and proactive advisory.

High-Income Professionals

Tax preparation, projections, estimated taxes, investments, retirement planning, and year-end strategy.

Real Estate Investors

Rental taxation, depreciation, cost segregation coordination, passive-activity issues, short-term rental taxation, and property transactions.

Entrepreneurs

Business structure, bookkeeping, payroll coordination, estimated taxes, planning, and compliance.

Why planning matters

Tax planning should happen before tax season

By the time a return is prepared, nearly every number on it is already locked in: how you paid yourself, the retirement plan you did or didn't fund, the records you kept. Filing reports the outcome. It can't change it.

Tax preparation tells you what happened. Tax planning gives you time to do something about it.

DFU helps individuals and business owners stay organized, file accurately, and make smarter tax decisions throughout the year, with preparation, bookkeeping, and planning working together instead of in separate silos.

Services & pricing

Start where you are. Add support as you grow.

Two ways to work with DFU: individual tax services priced per engagement, and small business packages that combine bookkeeping and taxes into one predictable monthly price.

Individual Tax & Planning

For individuals, W-2 professionals, and investors. Priced per engagement.

File & Done

Starting at $750

For clients who mainly need their taxes prepared and filed correctly.

  • Federal individual tax return
  • One state return when applicable
  • Electronic filing
  • Basic estimated-tax calculation
  • Annual tax meeting
  • Secure Canopy client portal
  • Extension preparation when necessary
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Most Popular

Plan & Save

Starting at $1,500/year

For clients who want proactive planning instead of waiting until tax season to find out what they owe.

  • Everything in File & Done, plus:
  • Tax projections
  • Estimated-tax recommendations
  • Midyear planning
  • Year-end tax planning
  • Deduction review
  • Retirement planning opportunities
  • Investment-income planning
  • Entity review when applicable
  • Year-round tax questions
  • Priority support
Typical client

High-income W-2 professionals, real estate investors, K-1 recipients, active brokerage investors, and anyone making quarterly estimated payments. Typically $1,500 to $3,000+ annually depending on complexity.

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Small Business Monthly Packages

Bookkeeping and tax services combined into one predictable monthly price. Monthly packages are 12-month engagements billed monthly, and your annual tax return is included as part of the relationship.

Small Business Essentials

$250/month
$3,000 annually, billed monthly

Simple books. Simple taxes. One monthly price.

  • Monthly bookkeeping and transaction categorization
  • Monthly bank and credit-card reconciliation
  • Monthly Profit & Loss and Balance Sheet
  • Quarterly estimated-tax calculations
  • Federal individual return with Schedule C
  • One state individual return
  • Annual tax review
  • Basic year-round tax questions
  • Secure Canopy client portal
Designed for

Solo owners with straightforward operations: consultants, realtors, barbers, photographers, content creators, trainers, freelancers, and solo contractors. Fits roughly 50 or fewer transactions per month, up to two financial accounts, one Schedule C business, no employees, no inventory, no sales-tax filings, and no multistate activity. Books must start from a clean point; historical cleanup is quoted separately.

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Business Plus

Starting at $400/month
Starting at $4,800 annually, billed monthly

Bookkeeping and taxes handled together for a growing business.

  • Monthly bookkeeping and reconciliations
  • Monthly financial statements
  • Business tax return
  • Personal tax return
  • Quarterly estimated-tax calculations
  • Basic payroll coordination
  • Reasonable compensation review
  • Year-end tax review and basic planning
  • Year-round tax questions
  • Secure Canopy client portal
Designed for

Simple S Corporations and growing owner-operated businesses: consultants with higher income, realtors operating through an S Corporation, and professional service firms. Pricing increases with transaction volume, accounts, payroll complexity, owners, states, and additional entities.

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Business Advisory

Starting at $750/month
Typically $750 to $1,500+ per month

For profitable business owners who want proactive tax and accounting support throughout the year.

  • Everything in Business Plus, plus:
  • Proactive quarterly tax planning
  • Detailed tax projections
  • Quarterly estimated-tax management
  • Quarterly business reviews
  • Retirement-plan strategy
  • Entity structure and compensation planning
  • Deduction and business purchase planning
  • Year-end strategy
  • Priority communication
  • Higher transaction volume and accounting complexity
Designed for

Profitable S Corporations and owners earning $150,000+, often with employees, payroll, and multiple accounts. $750 is a starting point; more complex businesses typically run $1,000, $1,250, or $1,500+ per month.

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Monthly business packages require a 12-month engagement. Tax preparation is included as part of the annual relationship. Monthly bookkeeping begins from an agreed-upon clean starting point; historical cleanup, catch-up bookkeeping, reconstruction of records, and correction of prior accounting periods are quoted separately. Package eligibility and final pricing depend on transaction volume, number of accounts, entity structure, payroll, number of owners, state filing requirements, bookkeeping condition, and overall complexity.
Additional services

Project-based work

Available at any service level, quoted before work begins.

Bookkeeping Cleanup

Starting at $500
Custom quote based on the condition of your books.

QuickBooks Setup

Starting at $750

S Corporation Setup / Election Assistance

Starting at $1,500

Reasonable Compensation Review

Starting at $500

Amended Tax Returns

Starting at $750

IRS & State Notice Assistance

Starting at $500

Rush service is available at a 25% to 50% premium when availability permits.

Scope of tax preparation. Tax preparation assumes that complete and accurate tax and accounting records are provided. The following are not automatically included unless specifically listed in your engagement:

  • Historical bookkeeping cleanup
  • Reconstruction of business records
  • Payroll cleanup
  • Sales-tax compliance
  • Accounts payable management
  • Accounts receivable management
  • Complex IRS representation
  • Additional entities
  • Additional states
How it works

Working with DFU

01

Schedule a consultation

We learn how you earn money, what businesses and investments you own, how your books are maintained, and what level of support you need.

02

Choose the right service level

We recommend the appropriate tax or monthly business package based on your complexity, not the most expensive one on the page.

03

Secure onboarding

Engagement letters, payments, document requests, and communication happen through the secure Canopy client portal.

04

Stay ahead

Depending on the package, DFU handles tax preparation, bookkeeping, projections, estimated taxes, and proactive planning throughout the year.

Area of expertise

Real Estate & Short-Term Rental Tax Planning

Real estate taxation is one of our deepest specialties, from long-term rentals to short-term rental businesses. We help investors plan around:

No strategy is automatically available to every client. Eligibility depends on your specific facts, and that's exactly what we evaluate.

Explore Real Estate & STR Services
Start here

Take the initial tax-planning assessment

Answer a few questions about your income, business, and real estate. The assessment identifies the planning areas worth discussing in your consultation. About 3 minutes, and the results are a starting point for a conversation, not a promise of specific savings.

Free. No credit card. Opens in a new tab.

Start the Assessment
Free resource

The Tax Strategy Screening Guide

The eight planning categories we screen every client for, and how to tell which ones might apply to you. Instant download.

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About the advisor

Who you'll be working with

Jordan, founder of DFU Tax Advisors

DFU Tax Advisors is led by Jordan, a tax professional with nearly a decade of experience spanning a national accounting firm and institutional real estate investment funds.

That background means working fluency in the areas most preparers treat as exotic: partnership taxation, multi-state filings, real estate depreciation, entity structuring, and the documentation that determines whether a position holds up. DFU brings that rigor to solo freelancers and profitable business owners alike, at a level of service that fits where you are now.

The approach is simple: proactive over reactive, documented over assumed, and every recommendation grounded in what the tax code explicitly provides for. Complicated tax issues, made understandable.

Advanced tax specialization in real estate and partnership taxation. Austin, Texas. Serving clients nationwide through a fully secure virtual process.

Common questions

Straight answers

Which service is right for me?
A rough map: if you just need your return done well, File & Done. If you're a high earner, investor, or make quarterly estimated payments and want to see what's coming, Plan & Save. If you run a business and want the books and taxes handled together, one of the monthly packages, matched to your size. You don't have to figure this out yourself; the consultation exists to recommend the right fit, and it's fine to start simple and move up later.
How is pricing determined?
Each service has a starting price, and final pricing depends on complexity: transaction volume, number of accounts, entity structure, payroll, number of owners, states, rental properties, investment activity, and the condition of your books. You'll have a firm quote before any work begins.
What does the 12-month engagement on business packages mean?
Monthly packages combine bookkeeping and tax services into one predictable price, billed monthly across a 12-month engagement. Your annual tax return is included as part of that relationship, which is exactly why the commitment runs the full year: the return is the final deliverable of the work done every month.
My books are behind. Can I still start a monthly package?
Yes, but monthly bookkeeping begins from an agreed-upon clean starting point. If your books need catch-up, cleanup, or reconstruction first, we scope and quote that separately, then the monthly package takes over from there.
What's the difference between tax preparation and tax planning?
Preparation reports what already happened; it's filed after the year is over, when nothing can change. Planning happens during the year, while decisions about entity structure, retirement contributions, compensation, and timing are still open. Most meaningful tax outcomes are decided by those in-year choices.
Do you only work with clients in Austin?
No. DFU is based in Austin, Texas and works with clients nationwide. Onboarding, document exchange, e-signatures, and communication all run through the secure Canopy client portal, and meetings happen by video call.
I have rental properties or a short-term rental. Can you handle that?
Yes, real estate is one of our deepest specialties: rental taxation, depreciation, cost segregation coordination, passive activity rules, STR taxation, and property transactions. See the Real Estate & STR page for how we approach it. No strategy is automatically available to every client; eligibility depends on your facts.
Are the strategies you recommend aggressive?
No. Everything we recommend is something the tax code explicitly provides for, applied only where your facts support it and documented so it stands on its own.

Ready for taxes to be handled, not just filed?

Schedule a consultation. We'll walk through how you earn, what you own, and how your books look, and recommend the level of service that actually fits.

Schedule a Consultation