A Real Live Accountant For Taxes That Match Your Next Level.

Built for the freelancer, individual or business who’s been craving a CPA for this millenium.

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Expert CPA-led tech-enabled tax return preparation

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Have your taxes gotten too complex for DIY softwares?

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Say goodbye to CPA's who are all paperwork, unanswered emails, and mystery timelines.

Any of these issues sound familiar?

  • Doing taxes myself has been driving me crazy.

  • I don't trust pop-up seasonal tax businesses.

  • I tried robo-tax software and it was a black box to nowhere.

  • I'm with a traditional CPA, but disappointed in the clunky process.

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We pair smart automation with real human expertise, starting with our Quote Builder and extending out through every aspect of our client/provider relationship. No need to choose anymore between a knowledgeable CPA and a 21st-century process - with The Millennial CPA, you’re signing up for both.

Tax Compliance and Beyond for Individuals, Freelancers & Small Businesses


Essential

Best for W-2 employees or individual filers who are sick of TurboTax.


Freelance

Best for 1099 workers, contractors, or small business owners.

Everything in Freelancer for a married couple filing jointly.

Form 1065 with up to 3 partners included.


Corporations

For C-corps or S-corps with standard complexity.


Partnership


The Power Couple

Explore Our Services

 How Does It Work?

We’ve built a simple process that we find works well for the independent and busy professional or creative who wants targeted help, trusted advice, and tax continuity year after year.

Our Process
Featured
1: Start with the Quote Builder

Get transparent, personalized pricing in minutes. No sales calls, no surprises.

2: Review Custom Proposal

We’ll send over a detailed engagement letter that outlines exactly what we handle for you.

3: Sign & Pay Retainer

A 50% deposit locks in your spot. The final 50% is due before filing.

4: Onboard via Secure Portal

You’ll upload tax docs, track progress, and securely e-sign everything in one place.

5: Sit Back While We Work

We’ll handle prep, review, and filing - and reach out only when needed. No hand-holding required.

6: The Finish Line

You’ll receive a final deliverable, helpful tips for next year, and peace of mind.

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About Our Mission

The Millennial CPA was built for modern self-starters - freelancers, contractors, and business owners who expect more from their tax professional.

You want:

  • Streamlined Simplicity

  • Total Transparency

  • Useful Technology

  • All paired with a real live expert who’s there when “ish” hits the fan and you need them most.

That’s us.

Try Our Tax Quoter