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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.
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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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.
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.
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.
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.
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.
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.
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.
Forget complexity, find clarity
Partner with PaulHood for expert, integrated tax strategies that support your business growth and personal financial goals.
Others
12-month proactive partnership
Work with a dedicated team year-round—not just at tax time—for continuous financial health.
Holistic financial integration
Our team collaborates with your other advisors to ensure a unified approach to your financial future.
Customized client experience
We design a personalized service package tailored to match your business/life stage and financial goals.
Exclusive learning resources
Access to member-only newsletters and resources for ongoing education.
Independent financial advice
Receive unbiased, best-for-you financial and tax advice without ties to specific products or institutions.
12-month proactive partnership
Work with a dedicated team year-round—not just at tax time—for continuous financial health.
Holistic financial integration
Our team collaborates with your other advisors to ensure a unified approach to your financial future.
Customized client experience
We design a personalized service package tailored to match your business/life stage and financial goals.
Exclusive learning resources
Access to member-only newsletters and resources for ongoing education.
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
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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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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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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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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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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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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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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“I appreciate the support, education, and responsiveness.”
Heather, an owner of a local bakery, switched to PaulHood for tax services and financial guidance.
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“Describing the team in one phrase – Great customer focus.”
Eric, a business owner, initially engaged PaulHood for personal taxes and later expanded to business accounting support.
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“PaulHood saves me time and money to focus on my businesses.”
Paul, a construction company owner, uses PaulHood for tax and accounting business services.
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“We’ve always been able to deal with wonderful, competent people.”
William, an insurance agency owner, came to PaulHood due to his complex accounting needs.
Home Office Deductions
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.
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William – Business Owner
Navigating Finances
Self-Rental: Charging Yourself Market Value Rent – A Smart Move for Business Owners
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