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

Built for founders, investors, and startups who want a smarter tax experience.

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Expert, CPA-led tax preparation.
supported by modern tools.

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If your taxes have moved beyond DIY software, you deserve a process that’s organized, transparent, and easy to navigate.

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Get year-round clarity from a CPA who communicates, follows a real workflow, and keeps you informed at every step.

Any of these issues sound familiar?

  • Doing taxes myself is getting to be too much.

  • I haven’t been able to find a professional who fully understands my needs.

  • AI “solutions”, unskilled tax preparers, or my own previous DIY work has created a mess.

  • I'm with a traditional CPA, but disappointed in the clunky, outdated process.

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We pair smart automation with real human expertise, starting with our personal tax and business tax smart tools, 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 Prep for Founders, Freelancers, Investors & Small Businesses


Essential

Best for W-2 employees and individuals who want an easy & straightforward tax experience.

Best for multiple income streams and solo business owners.


Power Couple


FreelanceR

Everything in Freelancer, for married couples filing jointly.


Partnership

Partnership tax prep (Form 1065) starting with three partners. K-1s provided.


Corporation

For startups and S Corps. Add-ons available for complex or multi-national operations.

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 Smart Intake

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

2: Review Custom Proposal

We’ll send over a detailed proposal that outlines everything we’ll provide.

3: Sign & Pay Retainer

Review our proposal and terms, and pay upfront to secure your spot.

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

Digital tax return delivery, 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, founders, and business owners who expect more than the traditional tax experience.

You want:

  • Streamlined Simplicity

  • Total Transparency

  • Useful Technology

  • Guidance from a real expert when things get complicated.

That’s exactly why we built this firm — clear help, modern tools, and year-round continuity from someone who actually knows your world.

Who We Are