Tax-Ready Accounting for Business and Real Estate Owners.
Eon organizes the businesses, properties, accounts, transactions, debt, and documentation affecting your personal tax return, so your tax professional can work from a complete financial picture. Eon does not prepare tax returns or replace your CPA, EA, or tax attorney.
Case study
An estimated $29,000 owed became an estimated $16,000 refund.
A high-income physician with five properties, five mortgages, multiple bank and credit-card accounts, retirement plans, and business loans expected to owe approximately $29,000. After the accounting was reconstructed and properly communicated to the tax preparer, the result became an approximately $16,000 refund. That is a swing of roughly $45,000.
The engagement required six months. The volume, incomplete disclosures, and missing accounts made a proactive engagement necessary.
Disclaimer: Results depend on each client's facts, records, eligibility, tax positions, and tax professional. Eon does not guarantee a particular tax reduction or refund.
Project Engagements
Three project levels, priced to the situation.
Once the Fit Review confirms your situation, scope typically lands in one of three project engagements. Click a tier to open its detail page, see the process, and book a consultation.
01 · Diagnostic
Tax-Ready Accounting Diagnostic
“What is actually missing before I commit to implementation?”
Starting at
$2,500
Best for: Owners who want an independent assessment, need clarity before investing in implementation, or plan to complete corrections with another accounting professional.
What is included
Map of your businesses, properties, accounts, debt, and financial systems
Identification of missing, incomplete, or inconsistent accounting information
Prioritized tax-readiness risk assessment
Potential accounting adjustments for tax-professional review
Implementation roadmap with next steps, timing, and pricing
One organized financial picture. More than one use.
Tax preparation is not the only time business and real estate owners need a complete personal financial picture. The same information gets requested over and over again by lenders, insurers, and advisors. The Owner Financial Profile centralizes it so you can respond without rebuilding your financial life each time.
What it centralizes
Businesses and ownership interests
Real estate
Cash and investments
Retirement assets
Mortgages
Loans
Credit-card debt
Other assets and liabilities
Estimated net worth
Where it gets used
Loan applications
Personal guarantees
Commercial mortgages
Lines of credit
Insurance requests
Investment applications
Advisor due diligence
Financial institutions may still require their own forms and updated documentation, but the underlying information will already be organized and accessible.
