Sage Abacus Tax Collective

A note from our founder

We believe in loyalty, which is why our bespoke tax service is only offered to our most cherished clients and referrals.

This is the Collective of tax preparation: fun, flawless, and fiercely exclusive.

What you get: Unrivaled attention, custom-tailored strategy, and a stress-free experience that feels more like a celebratory handshake than a tax chore.

The Vetting: Access is highly limited. Interested in joining the elite? Simply add your name to the Waitlist below. Ley personally handles the review of every single applicant to ensure a perfect fit for this level of service.

Business Tax Preparation

The highest level of service for your bottom line.

We're elevating our Business Tax Preparation to an exclusive, white-glove experience, available only to our most loyal clients and trusted referrals.

Think of this as your company's VIP tax strategy session. We’re talking about deep, dedicated focus on your business needs, delivered with our signature professionalism and a dash of fun to take the stress out of tax season.

We're committed to quality over volume, ensuring every exclusive client receives our undivided attention and expertise. This is about building a lasting, high-value relationship.

Reminders for tax deadlines:

March 15th for any Corporation and partnership returns.

September 15th for any extended Corporation and partnership tax returns.

Personal Tax Preparation

You're exceptional, and your tax prep should be, too.

Our white-glove personal tax service is now reserved for those who know us best: our exclusive clients and referred friends. We're talking about a next-level loyalty experience where fun meets flawless execution.

We believe in quality over quantity, and we're dedicated to giving this select group our undivided attention and expertise.

Reminders for tax deadlines:

April 15th for any personal returns.

October 15th for any extended tax returns.

What do I need to provide?

Hey there! To make sure we snag every single deduction for you, we need you to send over the necessary documents from this link: Tax Organizer

Please hit 'send' on everything 48 hours before our meeting! Think of it as a pre-game huddle—the sooner we get this info, the more time we have to perform some serious tax-saving magic! Don't let those deductions slip away!

Where can I upload?

You can upload to our secure document portal here

Scheduling | Calendly

Your adventure awaits! 🥳 Either dive into the calendar below or follow the link to book your time slot!

Your Taxes, Elevated

Consider this your application for the Tax Collective!

We don't take just anyone; our service is bespoke, exclusive, and reserved for those who value a truly white-glove experience. If you're ready for tax preparation to feel like a win, drop your name on the waitlist below.

Our team will be in touch if a spot opens up and your profile fits our exclusive clientele.

the sage abacus