Taking New Tax Clients for 2025 Filing Season - Lehigh Valley (and virtual)
Limited Availability Through January 30th
We're currently taking on 30 business tax clients for the 2025 filing season. If you're a business owner who's tired of working with a CPA who doesn't truly understand your business model, we'd love to talk.
Who This Is For
You're running a successful business, generating $500K to several million in revenue, and you need more than basic tax compliance. You need someone who:
Actually understands the complexity of your business structure
Thinks strategically about your tax position, not just retroactively
Won't make you explain your business model every single year
Sees opportunities others miss
What Makes This Different
We don't just prepare your return and send you a bill. We walk through your entire financial picture to identify:
Deductions you're missing (without the aggressive BS)
Strategic timing opportunities that save you real money
Retirement contribution strategies that make sense for your goals
Equipment and depreciation moves that align with your growth plans
The red flags that could trigger problems down the road
Most business owners we work with have been frustrated by:
CPAs who treat them like a transaction, not a partnership
Generic advice that doesn't apply to their specific situation
Having to chase down their preparer during tax season
Surprise tax bills that could have been avoided with better planning
Investment & Timeline
Pricing starts at $850 for straightforward business returns. More complex situations (multiple entities, real estate holdings, significant transactions) are priced individually after our initial consultation.
Timeline: We need your information by February 15th to guarantee filing by the deadline for S Corps and Partnerships. For Sole Proprietors and Corporations, we need your information by March 15th. But you don’t have to wait ;-) Earlier is always better.
How This Works
Book a brief call - We'll discuss your situation and I'll let you know if we're a good fit
Engagement letter & deposit - Simple and straightforward
Document collection - We'll send you a step by step listing of what we need.
Prep & review - We prepare your return and you get to chose how you’d like to review it. Whether you just want a write up, a recorded video walkthrough, or a live meeting to review it together before filing
Filing & follow-up - Return gets filed, you get copies of everything, and we’re available for questions
Why January 30th Deadline?
We intentionally keep our client load manageable so we can give each return the attention it deserves. Once we hit capacity, we’re closed to new clients for the season.
Last year we took on 30 new clients in February and had to turn away dozens more. This year we’re being more intentional about the cutoff.
Ready to Talk?
If this sounds like what you've been looking for, let's have a conversation.
Book a call here: https://calendly.com/megangerhartcpa/discover
Or email me directly at ask@megangerhartcpa.com with "2025 Tax Client" in the subject line.
About Mae / Aligned Strategy Co.
I'm not your father’s CPA nor their firm. Our clients are typically successful business owners who've outgrown the "file and forget" approach to taxes. They want someone who thinks strategically, communicates clearly, and actually understands the nuances of running a modern business.
At Aligned Strategy Co, we combine traditional CPA expertise with a more holistic view of your financial picture. Your tax return doesn't exist in a vacuum and taxes don’t make or break a business. The day to day decisions do. It’s all connected: your business decisions, your growth plans, and your long-term wealth goals.
If you're looking for the cheapest option, We are not for you. If you're looking for a firm who will treat your business with the care and attention it deserves, let's talk.
Availability is limited. Let's connect before spots fill up.
