U.S. tax & financial advisorySchaumburg, ILNew: client portal + Tessa

Beyond just filing.

Taxman 365 is a U.S.-based tax and financial advisory firm helping individuals and businesses stay compliant, reduce their tax burden, and make smarter financial decisions — all year, not just in April.

AccuracyComplianceStrategyGrowth
Your 365-day tax calendar · we plan around every one
Why most taxpayers overpay

Common problems we solve

Filing without strategy
Missing deductions & credits
Poor entity structuring
No year-round planning
Reactive compliance after issues arise

Most firms file taxes. We plan taxes.

Try it

What could an S-Corp election save you?

A growing LLC often pays self-employment tax on every dollar of profit. With an S-Corp election and a reasonable-compensation payroll plan, only the salary portion is subject to payroll tax. Move the sliders.

$150,000
$70,000

Illustrative only. Real reasonable-compensation analysis, state taxes, QBI deduction, payroll costs and your specific facts change the answer — that's what the discovery call is for.

Self-employment tax as an LLC$0
Payroll tax as an S-Corp (on salary)$0
Less: est. extra payroll & compliance cost−$2,500
Estimated annual saving$0
Get a real analysis →
New for the 2026 filing season

A client portal that does the chasing for you

No more "did you get my W-2?" emails. Log in from your phone, see exactly where your return stands and what's still needed, and upload documents as they arrive. Tessa — our AI assistant — reads each one, files it in the right place and nudges you politely if something's missing, while a licensed preparer reviews everything before it reaches you.

  • A checklist built from last year's return. Not a generic form — the W-2s, 1099s, K-1s and 1098s you actually had.
  • Upload from your phone, get instant confirmation. Snap a photo or drag and drop; the item is ticked off for you.
  • Friendly reminders, never on weekends. And a human steps in the moment it's a real question.

Launching for the 2026 filing season (January 2027).

Who we help

If your finances are becoming complex — we simplify them.

W-2 professionals with investments

Capital gains, RSUs, rental income, side businesses — the return gets complicated fast.

Small business owners

LLCs, S-Corps and partnerships that need entity structure, payroll strategy and clean books.

Real estate investors

Depreciation, cost segregation, passive-loss rules and material participation done properly.

Startups & growing companies

Multi-state compliance, estimated taxes and FP&A support as you scale.

High-income individuals

Tax-loss harvesting, retirement contribution timing and long-term wealth preservation.

Complex financial scenarios

Multiple entities, multiple states, IRS notices — the situations generic preparers avoid.

Start your strategic tax journey today.

A free discovery call, a review of where you stand, and a proposal — before you commit to anything.

Book a free discovery call →
Home/Services

Strategic solutions for every financial need.

From a single federal return to multi-entity, multi-state structures — filing, planning and advisory under one roof.

Individual tax

  • Federal & state tax returns
  • Capital gains planning
  • Retirement tax optimization
  • IRS notice support

Business tax

  • LLC / S-Corp / C-Corp / Partnership filings
  • Multi-state compliance
  • Estimated tax planning
  • Payroll & reasonable compensation strategy

Advisory

  • Tax planning & structuring
  • Bookkeeping & financial reporting
  • Cash-flow optimization
  • Compliance consulting
Key dates we plan around

The 365-day calendar

Jan 15Q4 estimated tax payment
Mar 15S-Corp & partnership returns (1120-S, 1065)
Apr 15Individual & C-Corp returns · Q1 estimate
Jun 15Q2 estimated tax payment
Sep 15Q3 estimate · extended business returns
Oct 15Extended individual returns

Between the deadlines is where the savings happen — quarterly reviews, projections and adjustments before the year closes.

Not sure which service fits? Start with a call.

Thirty minutes, free, no obligation.

Book a discovery call →
Home/Why Taxman 365

We don't just prepare returns. We build financial roadmaps.

The difference between a preparer and a partner, side by side.

Typical tax preparerTaxman 365
FrequencyAnnual filing onlyYear-round advisory
MindsetReactiveProactive
MethodSoftware-drivenStrategy-driven
FocusCompliance onlyCompliance + growth
ServiceGenericPersonalized
Our promise to you

"We treat your finances like our own."

Accuracy first

Zero-error commitment in every filing and financial report we produce.

Compliance always

Staying ahead of evolving IRS regulations to keep you fully protected.

Strategy before filing

Planning is the foundation of our work, ensuring optimal outcomes every time.

Long-term partnership

We don't just work for you; we grow with you as your trusted financial partner.

Expertise you can trust. Strategies that deliver.

Rooted in CPA, CMA and global credentials — and a 365-day partnership.

Book a discovery call →
Home/Our approach

A structured journey from understanding to full audit support.

Five steps we run for every client, and the six-stage engagement you can expect in year one.

The 5-step advisory approach

Understand first. File last.

1

Understand

Deep dive into your goals, income sources and business model to build a solid foundation.

2

Structure

Entity optimization, deduction planning and compliance setup tailored to your needs.

3

Execute

Accurate filing, bookkeeping and payroll alignment for seamless operations.

4

Optimize

Quarterly reviews, tax projections and growth advisory to keep you ahead.

5

Support

Audit readiness and professional representation before the IRS.

Your journey with Taxman 365

Simple. Structured. Professional.

Free discovery call30 minutes, no obligation
Financial & tax reviewWhere you stand today
Strategy proposalWhat we'd change, and why
ImplementationFiling + bookkeeping
Quarterly advisory check-insProjections & adjustments
Year-end tax optimizationBefore the year closes
Home/Client portal

Your return, in one place — with Tessa on your side.

A secure client portal where you can see exactly where your return stands, what we still need, and upload documents from your phone — with Tessa, our AI assistant, doing the chasing so your CPA can do the thinking. Launching for the 2026 filing season (January 2027).

The portal

Everything about your return, on one screen.

Built for a phone in one hand and a coffee in the other. Nothing to install — a secure link, and you're in.

Status stepper

Invited → Checklist → Uploads → Review → Filed. You always know which step you're on, and what happens next.

Needed-from-you list

A short, personalised list of what's still outstanding — nothing generic, nothing you've already sent.

Upload from your phone

Snap a photo or drag and drop a PDF. It's filed against the right checklist item and you get a confirmation on the spot.

Quick questions

Moved states? New dependent? Sold a property? Answer in a tap instead of an email thread — and only the questions that apply to you.

Messages

Message the team from inside the portal. Every reply sits next to your documents, not lost in an inbox.

Deadlines & vault

Your key dates in one calendar, and every prior-year return and document in a secure vault you can reach any time.

How a season goes

Five steps from hello to filed.

1

Discovery call

Thirty minutes, free. We learn your situation and tell you what we'd do differently.

2

Portal invite

A secure link to your own portal — on your phone or laptop, nothing to install.

3

Personalised checklist

A short list of exactly what we need from you this year — nothing generic.

4

Upload & answer as documents arrive

Forms show up in January and February — send each one when it lands, and watch the list shrink.

5

Review, e-sign, file

Your CPA prepares and reviews the return; you review, e-sign, and we file.

Security

Built like a bank, not a shared drive.

Your tax documents are some of the most sensitive files you own. Here is how the portal treats them.

Encrypted end to endBank-level encryption in transit and at rest.
Only your dataRow-level access control means clients only ever see their own files and messages.
Expiring linksFiles are served through links that expire — nothing sits at a permanent URL.
Never used to train AIYour data is not used to train AI models. Full stop.
A licensed preparer signs offEvery return is prepared and reviewed by a licensed preparer before it's filed.

Ask for portal access on your discovery call.

Launching for the 2026 filing season (January 2027). New and existing clients receive an invite from the team.

Book a free discovery call →
Home/Results

Real value = peace of mind + measurable savings.

What clients get, and three examples of how planning changes the outcome.

Measurable client outcomes

Lower effective tax rates

Cleaner books

Better cash-flow visibility

Reduced audit risk

Strategic decision support

"Real value = peace of mind + measurable savings."

Use case examples

Real-world impact

Business owner

High self-employment tax on a growing LLC

We implemented an S-Corp election and a strategic reasonable-compensation payroll plan.

Impact

Significant reduction in self-employment tax and optimized owner distributions.

Real estate investor

Multiple properties, trapped passive losses

We analyzed material participation and optimized depreciation schedules.

Impact

Unlocked passive losses and maximized tax benefits through cost segregation.

High-income professional

Large capital gains, large tax bill

We integrated tax-loss harvesting with strategic retirement-contribution timing.

Impact

Substantial federal tax savings and improved long-term wealth preservation.

Illustrative engagements. Outcomes depend on individual facts and circumstances.

Which of these sounds like you? Let's talk.

Bring your last return; we'll show you what we'd do differently.

Book a discovery call →
Home/About

A CPA with a CFO's point of view.

Taxman 365 is led by Harsh Kishan Yadav — positioned to bridge the gap between complex compliance and strategic business growth.

HY

Harsh Kishan Yadav

Founder · CPA + CFO-style advisor

CPA (USA)CMA (USA)CA (India)CS (India)Master in Accountancy (USA)
953 N. Plum Grove Rd., Unit A
Schaumburg, IL 60173
+1 (862) 423-7028 · harsh@taxman365.com
Core expertise
U.S. federal & state taxationIndividuals, entities, multi-state.
US-GAAP financial reportingBooks your lender, investor or buyer can rely on.
Strategic financial planningTax projections tied to business decisions.
Multi-entity complianceHolding companies, real-estate structures, partnerships.
Business advisory & FP&AForecasting, cash-flow and growth planning.

Background includes big-company FP&A, audit, and hands-on U.S. tax practice — the combination that lets us read a return and see the business behind it.

Let's work together

Start your strategic tax journey today.

Whether you're filing your first return or managing multiple entities — Taxman 365 is your trusted U.S. tax partner for every stage of growth.

We reply within one business day. No spam, no obligation.