Tax Preparation and Planning for Christian Business Owners and Families Who Are Done Guessing
Your Tax Team and Financial Planner. Same Roof. Same Strategy.
Most tax firms take your documents in February, send you a number in March, and disappear until next year. Sound Tax was built differently — a practice for business owners and families who want proactive strategy, not reactive paperwork.
Because Sound Tax operates alongside Sound Wealth, your tax advisor and financial planner are the same team. Led by Matt Reakus, an Enrolled Agent (EA) authorized by the IRS to represent taxpayers, your investments, business structure, retirement timing, and giving strategy all connect. For Christian families and business owners, that coordination means your tax plan reflects the same values as the rest of your financial life.
We specialize in business owners and families who want a forward-looking approach, creative problem-solving, and a team that understands how taxes impact every part of their financial picture — including their generosity. Sound Tax is based in Marlton, New Jersey and prepares returns for clients in all 50 states.
Most tax firms focus on April. We focus on the entire year.
Three Levels of Tax Support
Pick the level of strategy and involvement that fits where you are.
Individual Tax Preparation
For individuals and families who want their return done right — accurately, thoroughly, and without the complexity of ongoing planning.
- Personal tax returns start at $750
- Business tax returns start at $2,000 (full preparation included)
Live tax projections or estimated payment calculations available at $250/hour if you want added support
Comprehensive Annual Tax Planning
Preparation included. For clients who want to stop reacting and start planning. You'll know your tax picture throughout the year — not just when the bill arrives. Knowing where you stand before the deadline instead of after. That's the difference between reacting and planning.
Starting at $1,000/month
This includes:
- Ongoing tax strategy and planning
- Real-time tax projections
- Estimated payment calculations
- Year-end planning conversations
- Business and personal returns included
If surprises at year-end have cost you — financially or just in stress — this is where good stewardship starts.
Outsourced CFO Model
For business owners who need a complete financial infrastructure, not just a tax return. Bookkeeping, cash flow oversight, monthly strategy, and full tax coordination — all through one team.
This includes:
- In-house bookkeeping (typically up to $500/month depending on volume)
- Monthly strategic business planning
- Profitability and cash flow insights
- Ongoing tax planning and preparation included
For the full picture on this model, visit the Business Services page.
A Word on Complexity (We'll Always Tell You First)
Some returns require more time than others. When they do, any additional work is billed at $250/hour — and we'll always discuss it with you before we start. No surprises on your bill either.
Returns that commonly carry additional fees:
- Multi-state filings
- Stock compensation (ISOs, RSUs, ESPP)
- Complex business transactions
- Basis adjustments or depreciation corrections
- Amended returns
- Rental property schedules or partnership allocations
- Bookkeeping cleanup
Let's Figure Out the Right Level of Support
That's what the discovery call is for. Tell us about your situation — business, family, complexity, goals — and we'll tell you exactly what makes sense. No pitch. No pressure. Just a straight answer.
Whether you need a simple return or a full financial infrastructure, we'll help you figure out the right level of support.
"Commit to the Lord whatever you do, and he will establish your plans."
Proverbs 16:3