Red River Tax Virtual Bookkeeping, Tax and Accounting Start Your Intake

Virtual accounting and tax guidance, nationwide

Know your numbers.
Keep more of what you earn.

We bring bookkeeping, accounting, tax planning, and strategic guidance together, so your finances feel clear today and ready for what comes next.

EA Federally licensed 50 States served 1K+ Returns completed
Your financial picture

Clear and connected

On track
Books Current Reconciled monthly
Tax plan Active Reviewed quarterly
Financial confidence Growing
Next best move identified

Proactive guidance before a decision becomes a tax surprise.

Year-roundnot just at tax time
One teamone complete picture

Replace uncertainty with a plan

Your business should not have to run on financial guesswork.

Messy books, reactive tax preparation, and disconnected advisors make every decision harder. Red River Tax gives you one clear financial system and a professional who understands the full story.

Clean, dependable books Fewer tax-time surprises Decisions backed by real numbers

Built for financial lives with moving parts

Specialized support for the way you earn, invest, and grow.

We understand the details that generic tax preparation can miss.

01

Self Employed and Small Business Owners

Practice-level bookkeeping, payroll coordination, entity planning, equipment decisions, and tax strategy.

02

Software and Startup Companies

Clear reporting for recurring revenue, contractor costs, cash runway, R&D considerations, and growth decisions.

03

Rental and Commercial Property Owners

Property-by-property books, repair classifications, depreciation support, and organized income and expenses.

04

Real Estate and Stock Investors

Portfolio reporting, transaction planning, entity considerations, and guidance around complex investment activity.

05

People With Various Sources of Income

Capital gains, basis review, royalty income, estimated payments, concentrated positions, and tax-aware planning before year-end.

Not sure where you fit?

Complex is welcome here.

Tell us what is changing, what feels unclear, and where you want to go.

Tell us your situation

One connected financial team

Everything works better when your books, taxes, and strategy talk to each other.

Instead of waiting for problems to surface, we build a dependable monthly rhythm and use it to guide smarter decisions throughout the year.

Explore our packages
01

Bookkeeping

Accurate categorization, reconciliations, monthly close, and financial statements you can trust.

02

Accounting & Reporting

Useful financial reporting, cleanup, systems support, and explanations in plain English.

03

Tax Preparation & Planning

Business and individual tax preparation paired with proactive, year-round planning.

04

Fractional CFO Services

Forecasting, cash-flow strategy, KPI reporting, scenario planning, and executive-level guidance.

Support that grows with you

Choose the level of financial clarity you need now.

Every engagement is scoped to your activity, entities, accounts, and reporting needs.

Foundation

Basic Bookkeeping

For owners who need clean, current books and a dependable monthly close.

Custom monthly pricing based on complexity
  • Monthly transaction categorization
  • Bank and credit card reconciliations
  • Monthly profit & loss and balance sheet
  • Year-end books prepared for tax filing
  • Secure document portal
  • Email support for bookkeeping questions
Build My Foundation
Strategic

Full Service + CFO

For established businesses that need a financial partner at the decision-making table.

Custom monthly pricing for executive support
  • Everything in Accounting + Tax Planning
  • Monthly CFO strategy meeting
  • Cash-flow forecasting and planning
  • Custom KPIs and management dashboard
  • Budgeting and scenario modeling
  • Profitability and pricing analysis
  • Lender and stakeholder reporting support
  • Priority access for major decisions
Meet My CFO Partner

Need tax preparation or planning without monthly accounting? Start the intake and we will recommend the right scope.

A clear way forward

From financial stress to a working plan in three simple steps.

No maze of meetings. No vague next steps. We learn what is happening, recommend the right level of support, and build a reliable rhythm.

01

Share your situation

Complete the secure Microsoft intake with your goals, current challenges, and service needs.

02

Get a clear recommendation

We review the moving pieces and outline the service scope, pricing, and best next steps.

03

Move forward with confidence

We organize the work, establish your monthly rhythm, and stay proactive as things change.

Good accounting should do more than explain what already happened. It should help you decide what to do next.

That is the standard behind every Red River Tax engagement.

The Red River difference

Professional expertise with a human way of working.

Plain-English answersUnderstand the “why,” not just the total.
Proactive communicationHear from us before deadlines become emergencies.
Advice built around youYour decisions, industry, and goals shape the plan.

Common questions

A few answers before we talk.

Still unsure? The secure intake gives us enough context to point you in the right direction.

Do you work with clients outside your state?

Yes. Red River Tax is a virtual practice serving clients nationwide. As an Enrolled Agent, Tony is federally authorized to represent taxpayers before the IRS.

Can I get tax planning without bookkeeping?

Yes. Standalone tax preparation and tax planning may be available. We will review your situation and recommend the scope that creates the most value.

How is package pricing determined?

Pricing reflects transaction volume, number of accounts and entities, current condition of the books, reporting needs, and the level of ongoing guidance required.

How do I send sensitive documents?

Use the secure upload page linked throughout this site. It preserves the existing Microsoft SharePoint upload process rather than relying on ordinary email attachments.

Your next decision can be a confident one

Let’s turn your numbers into a clear plan.

Tell us where you are now. We’ll help you see what comes next.