The road less taxed starts here.
Proactive tax planning and strategy for growing businesses. We help you reduce surprises, uncover opportunities, and make informed decisions before tax season arrives.
950+
Business owners served nationwide
Since 2011
A remote, cloud-based firm
4.9
Google rating from 97 reviews
Signs you need a plan
It's not a tax problem. It's a planning problem.
If any of these sound familiar, the answer starts long before tax season. We help you make informed decisions throughout the year.
- Didn't know what you owed until too late
- Your tax bill felt higher than expected
- Unsure if you're doing things the right way
- Your accountant files but doesn't guide
- Left reacting instead of planning
Meet you where you are
Tax services designed for your business
- // 001
Tax Filing & Compliance
Federal and state business returns, personal tax filing and on-time submissions, kept clean, accurate and compliant.
- // 002
Tax Planning & Strategy
Ongoing strategy meetings, tax projections and guidance on key decisions so you reduce what you owe proactively.
- // 003
Additional Services
Integrated financial management, CFO-level forecasting, cash flow optimization and growth reporting for full visibility and control.
We don't just file your taxes, we help you understand them.
Our tax services meet you where you are, whether you need help filing, planning or ongoing strategy, and grow with your business.
Traditional CPA
Reactive filing on a time-billing model. One-size-fits-all service that stays compliance-focused, with limited visibility.
Two Roads
Flat-rate monthly support with proactive planning and unlimited access to your tax team. Strategy-focused work that gives you forward clarity.
Take it from our clients
MaryAnn Woods
July 2026
“Love them! Great response and problem solving. Their staff are always so friendly and helpful. HUGEEE shout out to Laura N. She always goes above and beyond and is always incredibly helpful. Very much appreciate her! PT is so happy she always has our back!”
Kelly Kress
July 2026
“We've used Two Roads for my business, Fletcher Marketing Communications, for about 14 years now. They are responsive, reliable and good at what they do. Highly recommend!”
Seth K
June 2026
“Great company. They've consulted with us on our processes and we're very knowledgeable. I appreciate how they cared more about helping us than they did selling us. It was evident they had my companies best interest in mind.”
Brandon Bruce
March 2026
“I've worked with the team at Two Roads for the past 6+ years and they've been on top of the books the entire journey. I've especially appreciated their fast action when business strategy and deadlines have required it.”
Jason Phillips
March 2026
“Great experience with many people at Two Roads. Been using them for years and very happy with their work and support”
Robin Bray
May 2025
“Outstanding service by the Two Roads team. I have been so impressed at how quickly they came up to speed and what a good job they do.”
4.9from 97 reviews onGoogle
Questions about tax
Reaching your tax team should be easy
Will I be charged if I need to schedule a meeting with my tax preparer?
No, Two Roads does not charge you to meet with your tax preparer. We believe communication is key and that reaching the line of your financial service providers shouldn't be a difficult accomplishment. If you've got questions for us, we're available and happy to make sure you have the answers you need.
What happens on a tax strategy call?
On a Two Roads tax strategy call, we take all factors into consideration and walk through your current situation. We identify any gaps and give you clear direction on what to do next.
Do you offer one-time tax filing?
Yes. Two Roads will offer prior year tax returns along with an ongoing tax service engagement.
How much do your tax services cost?
Two Roads tax pricing depends on the complexity of your unique tax situation. The fees will be clearly defined within your tax agreement, on a flat-rate monthly basis rather than a time-billing model.
What services does Two Roads provide?
Two Roads provides support to business owners through Bookkeeping, Tax, and CFO Advisory services. You can start with tax planning and strategy and expand as your business grows.
Your tax strategy call
Start with clarity and build from there
We know taxes are a pain, so we come alongside you to help you understand your tax burden and navigate the ever changing rules of the IRS.
- Flat-rate monthly
- Proactive planning
- Unlimited access to your tax team
- No charge to meet with your tax preparer