Axiom Finance
Accountant
Helping 7-figure service businesses pay less taxes and make smarter decisions year-round.
About Axiom
We are a strategy-first tax advisory firm serving 7-figure service businesses and agencies that want more than basic compliance. Instead of reacting at year-end, we work with clients throughout the year to design proactive tax strategies, optimize entity structures, improve cash flow, and support major financial decisions. Our approach combines tax planning, financial oversight, and long-term structuring to help business owners legally reduce their tax burden, increase profitability, and build a more valuable, exit-ready company.
Services offered
Client specialties
Industries served
Software & tools
Pricing
Foundation — $1,450/quarter: Dedicated Tax Advisor. Custom Tax Plan. Biannual Planning Meetings (Mid-Year & Year-End). Biannual Tax Projection (Mid-Year & Year-End). Quarterly Estimated Payments Help. Foundational Tax Strategies. Basic Retirement Plan Setup. Private Slack Channel with 1 business day response. || Growth — $2,950/quarter: Everything in Foundation, plus: Quarterly tax planning calls. Advanced retirement design (backdoor Roth, cash balance plans, defined benefit). Advanced tax strategies. Owner comp + distribution optimization. || Optimize — $4,950/quarter: Everything in Growth, plus: Multi-entity structure planning (holdco, management co, IP co). Advanced strategies (R&D credit study, cost seg referrals). Owner wealth-building tax integration (REPS/QSBS). Direct coordination with your wealth advisor + attorney.
3 packages · from $1.4k
Minimums: $200K+ income; $300K+ revenue