What brings you in?
Not sure where you fit? Book a call and we'll point you the right way.
You've outgrown your tax preparer.
You're not ready for a full-time finance team.
Sumvera is built for the in-between. The season where revenue is climbing, the decisions get heavier, and good planning quietly compounds while guesswork gets expensive. We sit in that gap with you and think a year ahead, not just clean up last year.
See how we work →Built to keep you ahead, and to step in when it counts.
Most clients come for strategy and stay for the partnership. When something urgent lands, we are already in your corner.
Tax Strategy
Proactive, year-round planning so your tax position is built on purpose, not discovered at filing. Entity elections, reasonable compensation, projections, and the moves that compound over time.
Book a strategy call →Controller Services
Clean books and clear monthly reporting you can actually make decisions on. The numbers stay current, organized, and ready whenever you need them.
Book a call →Fractional CFO
Executive financial guidance without the full-time hire. Cash flow, forecasting, pricing, and growth planning, with a partner who sees where you are headed.
Book a call →Tax Compliance & Filing
Business and personal returns prepared with precision and filed on time. No once-a-year scramble, no missed deadlines, no surprises.
Book a filing call →IRS Resolution & Representation
When there's a notice, an audit, back taxes, unfiled years, a lien, or a levy, we deal with the IRS directly on your behalf as a federally licensed Enrolled Agent. Installment agreements, penalty relief, offers in compromise, and audit representation, handled start to finish so you can breathe.
See the full process → Book a resolution call →Returns and filings we handle
If it gets filed with the IRS, a state, or the Secretary of State, there's a good chance it's on this list.
Individual (Form 1040)
Personal federal returns, including W-2, self-employed, investment, and multi-state income.
Self-employed (Schedule C)
For freelancers, creators, and 1099 earners reporting business income on a personal return.
Partnership (Form 1065)
Partnership returns with K-1 preparation for every partner.
S corporation (Form 1120-S)
S-corp returns with shareholder K-1s, balance sheet included on every return.
C corporation (Form 1120)
Corporate federal and state income tax returns.
Estate & trust (Form 1041)
Fiduciary income tax returns for estates and trusts.
Multi-state & international
Returns spanning multiple states or involving international income and reporting.
Amended & prior-year
Corrections to filed returns and catch-up filing for unfiled years.
Business & Secretary of State filings
Entity compliance and Secretary of State filings, prepared and submitted.
Need something on this list filed? Book a call →
Note: we are not a law firm. Business and Secretary of State filings are a document preparation and filing service, not legal advice.
Built for the season where the money is real.
The season where the money is real, the decisions are bigger, and last year's setup no longer fits. We work year round, not once a season, building a tax and financial strategy around where you are headed. And when the IRS shows up, we stand in front of it.
We work best with people whose income moved faster than the strategy behind it. Creators and entertainers. Athletes turning NIL and brand deals into real income. Beauty professionals building from chair to suite to salon. Independent service providers building something of their own. We work with others too. What our clients share isn't an industry. It's the decision to stop reacting and start planning.
Our missionGrowing businesses deserve the same care the big companies get. Whatever stage you're in, you get our full attention. Clear numbers instead of guesswork. Planning before tax season, not panic after it. A steady hand when an IRS letter shows up. Whether you're ready to sign the lease, hire your first employee, or take the deal, you talk to us first. Not after. We grow with you. Strategy now. Not someday.
Led by a federally licensed Enrolled Agent admitted to represent taxpayers before the IRS, serving clients in all 50 states and internationally.
The work, in their words
Real reviews from people we work with, names shortened for privacy.
This tax strategist is the truth. We had some tax liabilities, and she was honest and told us what we needed to do for upcoming years. We took her advice and for the first time we actually have a refund. Please trust her with your tax needs, she won't disappoint.
They went above and beyond, providing resources to help me get to the next level. This company helps with the results through accounting and with the genuine care they have for your business and for you as a business owner. I am very happy with my experience and the customer service.
Such an amazing job, I love it. If you are looking for it to be done correctly, with someone who pours their passion into your dream, check her out.
God showed out, and right on time. Something I could not do by myself, and had been on for over five years.
Straight answers.
The things people ask before they book. If yours isn't here, ask the assistant in the corner or book a call.
What is an Enrolled Agent?
An Enrolled Agent is a federally licensed tax practitioner and the highest credential the IRS awards. It carries unlimited rights to represent taxpayers before the IRS in every state. In short, we are federally authorized to prepare your taxes and represent you directly with the IRS.
Do I have to commit to full service, or can you just file my return?
You can come to us for a return and nothing else. Filing is a standalone service. Many clients start there and add strategy, bookkeeping, or CFO support as they grow. You are never required to buy more than you need.
What happens during the first consultation?
No judgment, no pressure, no sales pitch. We talk through your situation and goals, look at your prior year if it helps, flag deadlines, and tell you honestly how we can help and what it would cost. You leave with clarity on next steps, whether or not you decide to work with us.
Who is a good fit for your firm?
People whose income moved faster than the strategy behind it. Creators, entertainers, athletes with NIL and brand income, beauty professionals, independent service providers, and business owners. We are also a strong fit if you have IRS notices, unfiled years, or simply want someone who explains things instead of just filing them. We work with others too.
How do we meet if you're virtual?
Sumvera is an appointment-only, virtual-first firm serving clients nationwide. Everything runs through a secure, encrypted client portal, which keeps your documents in one place year-round. Consultations happen by video or phone on your schedule, and in-person meetings are available by appointment.
How do I access the client portal?
Your portal is at portal.sumveraadvisory.com. Existing clients sign in with the login created during onboarding. New clients receive access once we start working together.
What's your response time?
Existing clients hear back within 24 hours, new inquiries within 48. We explain what we are doing and why, without the jargon.
How are your fees determined?
Fees are based on the complexity of your return, the forms required, the condition of your records, and any advisory work involved. We quote you after a short conversation, so you know the number before we begin. No surprise invoices.
Do you charge based on my refund?
No. Your refund belongs to you. Our fee is never a percentage of your refund.
Do you sign the returns you prepare?
Yes. We sign every return we prepare and include our IRS PTIN. We will never ask you to file as if you prepared it yourself.
What returns do you prepare?
Individual, self-employed, partnership, S-corp, C-corp, estate and trust, multi-state, international, amended, and prior-year returns, among others. See the What We File section for the full list.
How long does tax prep take?
Once we have everything we need, preparation usually takes about five business days from start to finish. The clock starts when your documents are complete.
How does IRS resolution work?
If you're facing a notice, audit, back taxes, or unfiled years, we get authorized to represent you and deal with the IRS directly. We pursue the right path, from installment agreements to penalty relief or an offer in compromise. See the full process.
Do you do business or Secretary of State filings?
Yes, we prepare and file business compliance and Secretary of State filings. Note: we are not a law firm and this is a document filing service, not legal advice.
One conversation. Real clarity.
Every engagement begins with a consultation — that's where questions get real answers and you get a real quote. Quick questions are covered in the FAQ and by the assistant in the corner.
Book a Discovery CallPhone: (469) 443-4048 — answered by our service, weekdays 9am–6pm Central; most conversations happen by appointment.
Existing clients: message us in the client portal for a reply within 24 hours.
Not ready to book yet?
Join the list and we'll send occasional tax strategy notes — the kind that save money before April, not after. One-click opt-out, and we never share your information.
Start with a Consultation InsteadWe don't take new inquiries by email, and please never send Social Security numbers or tax documents outside the secure client portal.