MarxTax is your entire back office — bookkeeping, payroll, tax planning and advisory — handled by one trusted team under a flat monthly retainer. No seasonal surprises. No rotating staff.
We replace the patchwork of providers with one concierge financial team that knows your business inside and out — bookkeeping, payroll, tax, and advisory all under one roof.
Monthly close, reconciliation, financial statements. Clean books every month without you thinking about it.
Proactive strategy year-round, not just at filing time. Business and individual returns included in your retainer.
Processing, compliance, and tax filings on modern platforms. Your people get paid correctly and on time.
KPI dashboards, budget vs. actual, cash flow forecasting. The numbers that actually help you decide.
Strategic financial leadership without the full-time salary. Entity structuring, scenario planning, investor reporting.
You work directly with Yani — a Partner-level CPA. No junior staff rotation, no handoffs, no gaps.
A simple onboarding that typically takes 2–3 weeks. After that, your financial back office runs on autopilot.
We discuss your business, current pain points, and what you need from a financial partner.
We match you to the right service tier and set a flat monthly retainer based on your complexity.
We get access to your systems, clean up the books, set up workflows, and go live.
Monthly close, tax planning, strategic advisory — all handled on autopilot.
Outside of MarxTax, Yani advises leading SaaS and fintech companies on product design and accounting workflows through TaxStackIQ. That work doesn't touch your books — but it keeps Yani at the forefront of where the industry is headed.
Your concierge accounting and tax practice. Bookkeeping, payroll, tax planning, and advisory — all handled under one roof.
Yani's separate advisory practice — helping AI and fintech companies build better products for accountants. A different business, a deeper perspective.
Book a free 20-minute discovery call. We'll talk about your business, your pain points, and what a handled back office should look like.
Book a discovery call →A concierge accounting and tax practice built on one simple idea: business owners deserve a financial partner, not a vendor.
With 15+ years of public accounting experience — including Partner-level roles at a Top 20 firm and a closely held practice — Yani has seen how accounting is done at every scale. From Fortune 500 workflows to small business bookkeeping, she's built, broken, and rebuilt the systems that keep businesses running.
MarxTax was founded on a frustration: business owners shouldn't need three different providers for books, tax, and payroll. They shouldn't dread tax season. And they definitely shouldn't be explaining their business from scratch to a new junior accountant every year.
Books + Tax is the answer — one trusted partner handling your entire financial back office on a simple monthly retainer. Clean books, proactive tax planning, and strategic advisory that actually moves the needle.
Yani also advises leading AI and fintech companies on product design and accounting workflows through TaxStackIQ, her separate SaaS and tech consulting practice. That work doesn't touch your books or your platforms — but it keeps Yani at the forefront of where the industry is headed, which benefits every client she serves.
Think of us as the finance department you never had to hire. Let's see if we're the right fit.
Book a discovery call →Three tiers designed around your complexity — not arbitrary feature gates. Every tier includes direct access to Yani.
Every client gets a scoping call to determine the right tier and retainer amount. Pricing is based on transaction volume, entity complexity, and service needs.
Need help with a specific project? We also handle one-time engagements — personal and business tax prep, entity structuring, planning consultations, and catch-up bookkeeping.
Individual returns, multi-state filings, rental properties, stock sales, and complex personal situations.
LLC, S-Corp, partnership, and sole proprietor returns. Federal and state filings.
One-time strategy session for entity structuring, estimated taxes, or year-end planning.
Behind on your books? We'll get everything reconciled, organized, and ready for tax time.
Book a free discovery call. We'll figure out the right fit together — tier, retainer, timeline.
Book a discovery call →Ready to hand off the books and focus on what you do best? A 20-minute discovery call is all it takes.
MarxTax LLC is a concierge accounting and tax practice. Books+Tax is our service platform describing what we do — bookkeeping, tax, payroll, and strategic advisory — all under one roof.
Or email directly: yani@marxtax.com