Our Services

With Realm Tax by your side, you gain a partner who speaks your language, empowering you to make informed decisions, expand your business, and thrive in any type of market environment.

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  • Bookkeeping & Tax Prep

    At Realm Tax, we serve as your trusted bookkeeper and accountant, handling all tax-related matters without the burden of large upfront costs. Feel free to call us anytime for a thorough discussion of your questions and concerns.

  • Tax Planning

    Navigate the intricate tax code with confidence. Our experts help business owners mitigate their tax bills, offering strategic insights for both business and personal returns.

  • CFO Services

    Unlock the full potential of your business with our financial projections, cash flow analysis, and strategic financial advice. We speak your language, providing insights in plain English to help you make informed decisions and expand your business.

Here’s what our clients are saying

  • "Since joining our team, Realm has been an active leader in restructuring our organization as we shift to a more profitable model. From thought leadership to the hard work of building structure and discipline, I have never felt more comfortable about our future. Roger has a way of putting the tough choices in front of you with compassion and empathy. I feel fortunate everyday to have Realm as a partner in a solo entrepreneurial journey."

    Rob Smith
    The Phluid Project

  • "Realm helped clear our "financial cobwebs'' to prove the extent of BAYPR's potential, which I underestimated before working with them. Within three months I got the tools and confidence to raise client retainers, extend contracts and set boundaries when it came to finances, both professionally and personally. When I hired Roger, BAYPR was on the brink of a rapid growth period and with his guidance we landed the big planes!"

    Marzi Daoust
    Managing Director & Founder, BAY Public Relations

  • "As a bootstrapped business, we don't have an in-house CFO, so having Roger come on board to help us with financials was a lifesaver. You can know your numbers inside and out but when it comes to financial projections that span out a few years, you need to bring in experts. Working with Roger and Realm really helped us realize how far we've come and enabled us to see what we can do next."

    Allison Esposito Medina
    Tech Ladies Founder & CEO

How we work

Flat Fee Pricing

Transparent and predictable, our flat fee pricing ensures you know exactly what to expect, with no surprises.

Monthly Subscriptions

Opt for the convenience of monthly subscriptions, providing continuous support and a proactive approach to your financial needs.

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