Expert Tax Preparation for
Business Owners
Real-Estate Investors
Employees with Equity-Based Compensation
Tax Preparation for Business Owners, Real-Estate Investors & Equity-Compensation Employees
- S-Corps
- Partnerships
- Sole Proprietors
- Rentals
- RSUs/ISOs
- Virtual service available nationwide
- Year-round guidance — not just April 15
Is Your Tax Situation Getting More Complex Every Year?
If you’re a business owner, real-estate investor, or receive equity compensation, a basic tax preparer or DIY software may leave money on the table — or worse, expose you to errors and notices.
Common issues we solve every day:
Multiple income sources across states
Rental real-estate depreciation, safe harbor, and passive-loss rules
Partnership and S-Corp flow-through issues
RSU/ISO tax timing, AMT exposure & multi-year planning
Business deductions and entity-structure optimization
Prior-year mistakes and missed tax savings
IRS letters, reporting mismatches, and uncertainty about “doing it right”
OUR SOLUTION (What You Get)
Tax Preparation That Includes Ongoing Strategy — Not Just a Filed Return
Most firms file a return.
We deliver a tax-savings system.
You get:
✔ Accurate federal + multi-state tax preparation
✔ Customized tax-planning recommendations for the upcoming year
✔ Clear explanations so you understand what’s happening
✔ Review of prior-year returns for missed deductions
✔ Year-round support for IRS and state notices (included)
✔ Virtual services — secure document portal & digital signatures
Everything is designed to minimize tax, reduce your workload, and help you make better decisions during the year — not after it.
We Accept New Clients in These Categories
1. Business Owners (S-Corp, Partnership, Sole Prop)
- Reasonable compensation planning
- Shareholder basis calculations
- Home-office, auto, and accountable plan optimization
- Multi-state filing and nexus review
- Payroll, distributions, and estimated-tax planning
2. Real-Estate Investors
- Depreciation & cost-segregation guidance
- Short-term rental rules & material participation tests
- Passive-loss optimization
- 1031 exchange planning
- Multi-property and multi-state filings
3. Employees With RSUs, ISOs & Equity Compensation
- Timing strategies to reduce AMT
- Choosing when to exercise options
- Sale-planning & tax-withholding corrections
- Coordination with your investment advisor
- Multi-year tax modeling under current tax laws
If you fit one of these categories, you’re exactly the type of client we’re built to serve.
A Simple, Streamlined 4-Step Process
Step 1: Schedule Your Strategy Call
We learn about your tax situation, goals, and documents.
Step 2: Upload Documents Securely
Use our encrypted client portal — no emailing PDFs.
Step 3: We Prepare & Review Your Return
We analyze deductions, prepare your return, and identify opportunities for savings.
Step 4: Planning Recommendations
We file your return, then provide a tax-strategy roadmap tailored to your situation.
>> No surprises. No hidden fees. Full transparency from start to finish.
Why Clients Choose Flatiron Advisors:
Led by experienced tax professionals with deep expertise in complex returns
Specialists in S-Corp, partnership, rental real-estate & equity comp
Hundreds of high-complexity returns prepared annually
Year-round support — not just seasonal assistance
100% virtual capability with modern tools and fast response times
Clear, fixed-fee pricing (no surprises or hourly billing)
FAQ
Do you work with clients in all states?
Yes. We prepare federal and multi-state returns nationwide.
Can you help with IRS or state notices?
Yes. All tax-prep clients receive year-round support at no additional charge.
Do you work with W-2 employees?
Yes. Typically our clients are business owners, rental real-estate investors, or receive stock-based compensation.
Do you provide tax planning or only preparation?
We include actionable planning recommendations with every return.
What documents do I need?
We’ll send you a tailored checklist after your strategy call.
What Our Clients Say
Kathy Icenogle
20:12 25 Jun 26
We found the process of working with Flatiron Advisors very easy and straightforward. Their communication is very timely and their portal is easy to work with.
Adam Vandewalle
17:31 13 Jun 26
Steve and his team have been doing our taxes for nearly a decade and have been wonderful the entire time. Highly recommend!
Nick Swanson
19:00 11 Jun 26
Knowledgeable, fast, and reliable.Very happy to work with Flatirons Advisors.I do recommend you use their business!It can save you time and money.
Tom Koby
00:50 23 May 26
Steve and staff are smart, efficient, timely, and professional. They have handled our income taxes for many years. Their fees are more than reasonable.
Oak Nelson
04:28 03 Apr 26
Steve did a wonderful job handling my complicated tax situation, very much recommended!
Scott M.
14:05 22 Mar 26
We’ve been working with the Flatiron team & Steve Trojan for about a decade, and we can’t recommend them highly enough. Their service is personal and hands-on, yet their tax software handles very complex corporate returns. We sold our business in 2024, and Steve provided very useful consulting services related to sale options we faced. Our business had employees in 6 states, so we had to file company AND personal returns in those states. Flatiron handled it flawlessly, and at a fair cost. They also file returns timely, and we’ve rarely had to file for an extension. Many, many thanks to Steve and the team for your first-rate, reliable through the years!
Munier Salem
15:54 05 Mar 26
Wandering Angel
17:09 26 Feb 26
Steve and Sarah helped me with an Estate that I am in charge of. They made everything very easy for me during a really difficult time. Most of all, I appreciated the quick responses I received, which is unusual in this day and age of customer service. I highly recommend Flatiron Advisors.
Michelle Shen
18:43 25 Nov 25
Flatiron Advisors has been an incredible partner for our small business. They are patient, meet us where we are, and consistently make us feel supported. Their responsiveness is outstanding, as they answer questions within just a few hours, and their guidance is always clear, easy to understand, and thoughtful. Their platform for collecting information is intuitive and user-friendly, and every interaction with their team has been professional and helpful.After struggling with other accounting firms in the past, finding Flatiron Advisors has been a real relief. We finally feel like we have the right fit, and we highly recommend them to any small business looking for a reliable, knowledgeable, and supportive accounting partner.
Sarabeth Berk Bickerton
12:30 22 Oct 25
We’re so pleased with Steve and his team. My husband and I needed a CPA with clear structure, process and communication. We switched to Flatiron this year and it’s been a night and day experience in the best way possible. Highly recommend Flatiron Advisors!
Talli Hitt
15:45 16 Oct 25
Steve and his team are the best! They have helped me through a very complicated process and I knew NOTHING about finances or taxes. They are very patient and responsive.
Erika Simon
14:42 16 Oct 25
Great experience!
Mary T. Kelly
17:58 07 Oct 25
I started using Flatiron Advisors two years ago. Best decision I ever made and I wish I’d known about them years ago. Cannot recommend enough.
Mike Greczyn
15:07 02 Oct 25
Steve and the team at Flatiron Advisors have been doing my business and personal taxes for years, and they’re great. They’re responsive, timely, and diligent. If they don’t know the answer they’ll point you in the right direction.
Josh Burger
19:28 17 Sep 25
Flatiron has an excellent team of tax advisors. Great communication and advice. Highly recommended!!
Christine Best
22:43 02 Sep 25
We have been clients for several years. They are always professional, knowledgeable and responsive. I would highly recommend
Brian Merkel
15:37 04 Aug 25
Couldn’t recommend Steve and his team enough. So glad I found them. I was onboarded as a new client this year and everything was really smooth – zero issues for me. I would hire them again in a heartbeat.
Cory Shaw
19:50 30 Jul 25
Steve and his team are extremely thorough, organized, and responsive. I’m very glad to have their help with my complex personal and business taxes!
Matt Banner
17:26 15 May 25
Amazing service with the head CPA and his colleagues Sarah and Stephanie. Super professional, prompt, all completed online with a very user friendly online portal. You must use these folks! I have now been with Flatiron Advisors for years, and they are consistently amazing! I recommend them wholeheartedly
Mike Whitaker
21:32 15 Apr 25
I recently became a Flatiron Advisors client when my previous tax accountant retired. They came highly recommended, and I have been very pleased with their services. They run a professional operation that is timely in communications and has provided a hassle free personal tax return process for the last two years. — Update – many years later, still a happy customer – Flatiron Advisors Tax and Accounting is highly responsive with a very easy system for providing documents and filing taxes.
Dave S
19:13 21 Oct 24
Steve and his team have been taking care of our tax needs for several years. They continue to be very detailed and thorough in meeting our needs.
Olga Makri Japczyk
17:11 20 Aug 24
Mike Trojan
12:08 14 Aug 24
Great work and better customer service.
Linda Smith
16:32 12 Apr 24
I highly recommend Flatiron Advisors. Steve and his team have been handling my personal and business tax returns for many years now. They are accurate, efficient and pleasant to work with. They continually improve technologically to make uploading and storing documents and communicating very easy.
Kayla Martinez
02:19 02 Apr 24
Sally Zinn
17:54 25 Mar 24
Steve is very knowledgeable and great at what he does.
Dan E Lee
13:25 11 Mar 24
I recently had the pleasure of working with Steve from Flatiron Advisors for my tax preparation needs, it was an outstanding experience. As someone who values professionalism, expertise, and efficiency in financial matters, I was thoroughly impressed by the service provided.
Julie Nania
16:30 03 Mar 24
This guys do an amazing job of keeping us organized and on track. Highly recommended.
Harold Hallstein
15:04 25 Feb 24
The Flatirons team does an exceptional job. If your looking for sophisticated tax advice involving partnerships and LLCs, or complex personal returns including Opportunity Zone investments, I highly recommend their services.
Valerie Hiduke
01:32 07 Nov 23
Steve and his team are great to work with! Their request lists and portal make the process super easy and I know the time frame they will do my return. Steve also helped with tax strategy to reduce my taxes for my business.
jim
09:19 13 Apr 23
Filing your taxes was never easy! But with Flatiron, submitting documents to the portal and excellent communication it’s never been any easier. Truly appreciate the professionalism of this accounting firm.
Elizabeth Mcclave
15:16 05 Apr 23
Appreciate the attention and timeliness of the Flatirons team when filing my return. A great team and Steve very responsive with questions. The portal is the best!
Tom Watson
16:00 04 Apr 23
This is my first year working with Steve Trojan and his company Flat Iron Advisors. I am actually in the same business as Steve but specialize in another area.My taxes are somewhat complex with a trust, an S corporation, a separate LLC for property rentals, and several outside investments. Steve has been able to work well with my monthly bookkeeper and successfully handle my taxes.I can recommend to anybody who has a small business or complex personal returns that Steve is more than qualified to complete you tax work and help with planning.
Sapna Machen
23:48 16 Mar 23
Flatiron has been great for us. They answer questions promptly and throughly. Very knowledgeable.
RVICO
16:54 08 Mar 23
Been a client of Steve’s for nearly 20 years. He has been a great help to my company and always has a great team working with him. Highly recommend him.
Dan Lee
19:26 14 Feb 23
Steve and his team have wonderful to work with. They are very knowledgeable and responsive to the needs of my small business.Since they have taken over my books and taxes I finally feel like I know how my business is doing and what I need to work on. I highly recommend them.
Rich Oppenheim
17:02 07 Jul 21
I can’t say enough good things about Steve and his team. They are responsive, insightful, and extremely helpful when it comes to tax prep and tax questions.
Tribe Nawaar Marketplace & Classes
15:56 21 Apr 21
We are very pleased to have found Flatiron Advisors. Highly personalized and professional service let us know our business tax and accounting is being taken care properly.
Mondrian Contreras
14:48 16 Apr 21
They are an amazing team that are extremely helpful!!
Jaron Navarro
23:16 14 Apr 21
Tax season is always a stressful and overwhelming time, unless you work with Steve and Sarah! Their professionalism, responsiveness and customer interactions clearly elevate Flatiron Advisors above all else. Thank you for everything!
Richard Young
23:16 13 Jul 20
Our Experiences with Sarah and Steve have been great.There’s a delay at this time of year to get things rolling but they covered all my questions with one call and I was able to get my fillings done on time and my additional work covered as well. Extremely detailed instructions come back with your signing email and it’s all done virtually which is perfect for me. Thanks much Flatiron Advisers! I’ll talk to you next year!
JoAnn Malczyk
16:53 15 Jun 20
Recommend highly. Professional and easy to work with.
Bryce Anderson
20:37 08 Jun 20
This is our first year with Flatiron, our second year owning our company outright, and our first year filing a full years Taxes. Flatiron has been extremely helpful. They tolerate all of our very stupid questions and are very quick to respond. They’re great!
Chris Malley
18:21 28 Apr 20
This was my first year with Flatiron Advisors and I’m a happy new client. They are exceptionally well-organized, communication is great, and I’m pleased with their services.
robert haven
20:10 24 Apr 19
Robert Corydon Haven
20:08 24 Apr 19
VERY professional, timely, and accurate tax accounting for both personal and trust accounting. Flatiron Advisors comes with my highest recommendation.
Jennifer Secrist Goran
18:20 22 Apr 19
Highly recommended for any small business owner or for personal accounting needs! Their personalized service in this day and age is much appreciated!
Laurel Selvaggio
19:32 07 Mar 19
Steve became our CPA when his office was primarily located in Illinois and started with advising us regarding the purchase of a small business (in ~2013). I will forever be grateful for his sound advice in that situation. Since the purchase of that business in 2014, he has been our CPA for business and personal taxes and helps us with small business questions. He and his team are always courteous, knowledgeable, and responsive. We will continue to be his clients even though he is now located in CO (lucky them!!)!
Hollis Hope
19:26 22 Feb 19
Our experience with Steve Trojan and his associates has been excellent. I recommend Steve highly for business and personal tax prep and planning.
