WELCOME
Get Peace of Mind with Expert Tax, Bookkeeping & Compliance Services
Let us handle your numbers — you focus on growing your business.
From tax filings and bookkeeping to compliance and IRS support, we take care of it all under one roof.
WELCOME
Maximize Your Refund with Expert Tax Help
If your books are behind, unreconciled, or just a total headache, now’s the time to fix it!
At Advantum Tax & Bookkeeping, we specialize in QuickBooks catch-up and cleanup so you can get accurate financials and peace of mind.
WHAT WE OFFER
Full-Service Business Support: Formation, Bookkeeping & Taxes
At Advantum Tax and Bookkeeping Services, we make business formation easy, fast, and stress-free. Whether you’re starting a single-member LLC or incorporating a multi-state corporation, we guide you every step of the way — from choosing the right entity to filing with the state and IRS.
Bookkeeping & Financial Reporting
Keep your numbers clean and accurate. We track income, expenses, and cash flow so you always know where your business stands. Monthly reports included.
Business Tax Preparation & Filing
No more tax stress.
We handle quarterly estimates, annual returns, 1099s, and more. Federal + State compliance done for you.
Individual Tax Preparation & Filing
Get peace of mind with personal tax filing services.
We handle deductions, credits, and accurate filings—so you can avoid penalties and maximize your return.
Entity Selection Guidance
Not sure if you need an LLC, S-Corp, or C-Corp? We’ll help you choose the best option based on liability, taxation, and your business goals.
Formation Filing
We handle all paperwork with the Secretary of State — accurately and on time — for LLCs, Corporations, and S-Corps across all 50 states.
EIN Registration (IRS Tax ID)
We apply for your Federal Employer Identification Number, so you’re ready to open a bank account, hire employees, and file taxes.
Operating Agreements & Bylaws
Get customized LLC Operating Agreements or Corporation Bylaws tailored to your business structure.
S-Corp Election Filing (Form 2553)
If S-Corp taxation makes sense for your business, we’ll prepare and file your election with the IRS.
Ongoing Support
After formation, we offer continued support — registered agent service, annual filings, bookkeeping, and tax compliance.
WHERE WE PROVIDE OUR SERVICES
We Form Buisnesses in
• Texas
• California
• Delaware
• Washington
• Florida
• And all other U.S. states
WHO WE PROVIDE OUR SERVICES TO
Who We Help
• First-time business owners
• Startups & consultants
• Real estate investors
• E-commerce sellers
• Independent contractors
ABOUT US
Our Expertise And Background
Established in 2013 by Nana Alper, a licensed Enrolled Agent, Advantum Tax and Bookkeeping Services provides expert tax and accounting solutions for individuals and businesses. With a background as Head and Director of Finance at multiple start-ups, Nana brings deep insight into financial management and IRS compliance.
We offer personalized services, from tax preparation and planning to full-scale bookkeeping, tailored to your unique needs. Our focus on excellence, integrity, and client satisfaction sets us apart.
Discover the Advantum difference—your trusted partner in financial success.
SERVICES AND FEES
Transparent Pricing for Real Business Support
Tax Preparation for Individuals (Form 1040): Starting at $200
Tax Preparation for Businesses (Forms 1065, 1120, 1120S): Pricing varies based on complexity, starting at $350
IRS Representation: Handling audits, appeals, and other IRS matters for individuals and businesses. Fees determined case-by-case.
Tax Planning and Strategy: Customized tax planning to optimize your tax situation and minimize liabilities. Pricing based on consultation.
Bookkeeping Services: Monthly, quarterly, or annual bookkeeping services for businesses. Pricing starts at $300/month.
Start-up Advisory Services: Financial planning and guidance for start-ups, including budgeting, forecasting, and financial modeling. Pricing based on consultation.
Client Reviews
Why We're the Best in Tax Services
Dianna F.
- 4/21/2024
"Great service, super fast turnaround and reasonable price. Responded to all my questions related to 2018 taxes and tax planning 2019. Highly recommend their tax preparation services and Tax planning."
Angel R.
Brand Manager
I needed some tax advice and reached out to Nana. Even though I reached out to her very last minute and we had never worked together before, she was able to find time in her busy schedule to help me.
Ameer T.
Digital Media Specialist
Nana has done a great job on helping me with reconciling my books and very helpful in providing advice with prompt work eithics and professionalism! Highly recommended to work with her!
FAQ's
Who is behind Advantum and what is their expertise?
Founded in 2013 by Nana Alper, an IRS‑licensed Enrolled Agent, Advantum brings over a decade of financial and tax expertise. Nana has held senior finance roles in startups and is authorized to represent clients nationwide before the IRS
Where are your offices located and how can I book an appointment?
Advantum maintains offices in:
Palo Alto, CA – 3790 El Camino Real, Suite 105
Round Rock, TX – 1 Chisholm Trail Road, Suite 450
Meetings are by appointment only, either in-person or via video. You can schedule a free consultation through the website
What is your working philosophy and client base?
They specialize in personalized, tech-powered service for individuals, startups, and small- to mid-sized businesses. Their core values emphasize integrity, efficiency, and client satisfaction, aiming to maximize refunds and ensure IRS compliance.
Do you support IRS audits and what experience do you have?
Yes. As an IRS Enrolled Agent, Nana and the team can represent clients in audits, appeals, and other tax disputes. Their experience comes from years of handling complex tax issues, giving clients confidence and peace of mind under IRS scrutiny
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