Tax & Business Advisory Services
Getting Started
At Rational Unicorn, we understand that tax and business decisions can feel daunting—whether you’re running a small business or a nonprofit organization. With decades of hands-on business and tax planning experience, our Tax and Business Advisory Services provide clear, practical guidance you can rely on. We’re here to help you make informed, confident choices at every stage of your journey.
✦ Tax structure selection and entity formation advice
✦ Federal and state tax ID registrations
✦ Business license guidance and compliance requirements
✦ Initial tax planning strategies to set your business up for success
Ongoing Support
As your business grows and develops, we can help you refine and scale your venture.
✦ Quarterly and annual tax planning consultations
✦ Review and optimization of business expenses and deductions
✦ Advice on payroll, contractor payments, and tax withholdings
✦ Support with sales tax, local tax, and multi-state compliance
✦ Collaboration with your bookkeeper or accountant to ensure continuity and clarity
Growth & Strategic Planning
After you’ve grown your business, we can help you figure out what the next steps are:
✦ Business forecasting and financial goal setting
✦ Tax implications of expansion, hiring, or new revenue streams
✦ Succession planning and exit strategies with a tax-smart approach
✦ Guidance on mergers, acquisitions, and business sales
Next Steps
To get started with our small business services, please schedule a free 20-minute consultation