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Intro

Blume Tax & Consulting is an EA‑led tax and accounting firm helping individuals and small businesses stay compliant, make confident decisions, and operate efficiently.

We provide end‑to‑end tax preparation and planning, reliable GAAP‑aligned accounting operations, and experienced IRS representation. For clients who want to modernize, we pair proven finance processes with practical automation to reduce manual work and improve audit readiness.

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Industries

Tailored tax and accounting support across stages of growth — from solo founders to enterprise. We meet you where you are and scale with your needs.

Sole Proprietors

  • Schedule C bookkeeping
  • Quarterly estimates & safe harbors
  • Sales/use tax basics
  • Home office & mileage tracking
  • Entity selection review (when to elect S‑Corp)

Mom & Pop Shops

  • Point‑of‑sale & inventory workflows
  • Payroll & filings (W‑2/1099)
  • State & local tax (SALT) compliance
  • Monthly closes & cash flow
  • Year‑end tax planning

Small Businesses

  • GAAP‑aligned closes & reconciliations
  • KPI dashboards & budgeting
  • Sales/Payroll/Income tax compliance
  • Systems & workflow automation
  • Audit readiness & documentation

Large Businesses

  • Multi‑entity consolidations
  • Internal controls & SOPs
  • Financial reporting & audit support
  • Tax provision & state apportionment
  • Data pipelines & integrations

Enterprise

  • SOX‑aligned process design
  • ERP implementations & retrofits
  • Scalable billing & revenue ops
  • Global payroll & compliance
  • Data governance & security
Not sure where you fit? Reach out with a quick description of your business and goals — we’ll recommend a right‑sized path.

Services

Tax Preparation

  • Business
  • Individual
  • Trust
  • Estate
  • Not‑For‑Profit
  • Representation

Accounting

  • Recurring Services
  • GAAP Compliance Review
  • Audit Support
  • KPI Tracking
  • Clean‑ups

Engineering

  • Custom code
  • Software Implementations
  • System design
  • Retrofits
  • Data Pipelines
  • Workflow design
  • API implementations
  • Cloud Compute

Hosting

  • All‑in‑One Solutions
  • Desktop virtualizations
  • On‑Demand Compute
  • Data Backup and Failover
  • Domains, File Servers
  • Containerization
  • Databases
  • Web Hosting
  • Connected Web Apps
  • Dev Environments

Training & Compliance

  • Liability Review
  • On‑Site Mentoring
  • ERP Training & Implementations
  • Audit Preparation
  • SEC/FTC Compliance
  • Contract Review
  • Business Development
  • SOP Design

New Clients

A straightforward onboarding process with clear timelines and expectations. We’ll match the scope to your goals and budget.

Discovery

  • 15–20 min intro call
  • Scope, constraints, timeline
  • Rough estimate & options

Engagement

  • Proposal & engagement letter
  • Checklist of needed items
  • Secure portal setup

Delivery

  • Work in progress updates
  • Review meeting & Q/A
  • Final deliverables & next steps

Ongoing

  • Recurring services (monthly/quarterly)
  • Year‑round support & reminders
  • Proactive planning & reviews
Ready to get started? Book an intro or email info@blumetax.com.

Technology

Practical tools, not tech theater. We use familiar platforms and light automation to remove friction and reduce cost — with clear ownership and documentation.

Platforms

  • QuickBooks Online & Desktop
  • NetSuite, SAP (billing & integrations)
  • Gusto, ADP, Paychex (payroll)
  • Avalara & state portals (SALT)

Data & Automation

  • Power Query & Excel automations
  • Python & SQL tooling
  • AP/AR workflow scripts
  • 1099 & 1095‑C generation workflows

Reporting & Analytics

  • KPI dashboards & budget vs actuals
  • Power BI/Tableau/Looker exports
  • Closing packages & audit binders

Cloud & Hosting

  • Azure, containers, on‑demand compute
  • Data backup & failover
  • Secure client portals

Security & Compliance

  • Access controls & audit trails
  • Documentation & SOPs
  • FTC/GLBA awareness for tax pros
Prefer a specific stack? We’ll work with the tools you already use and document changes so your team can maintain them.

Frequently Asked Questions

What does an Enrolled Agent (EA) do?

EAs are federally licensed tax practitioners authorized to represent taxpayers before the IRS in audits, collections, and appeals. I handle tax preparation and planning, respond to IRS notices, and represent clients through resolution.

How should I prepare for an IRS audit?

Gather source documents (bank statements, receipts, invoices, payroll filings, and prior returns), ensure books are reconciled, and organize support by year and category. I can help assemble, review, and present documentation and communicate with the IRS on your behalf.

What documents do you need for tax preparation?

Common items include W‑2s, 1099s, K‑1s, 1098s, brokerage tax statements, business income/expense summaries, depreciation schedules, and prior‑year returns. I’ll provide a tailored checklist during onboarding.

Do you work with remote clients?

Yes. I work with local and remote clients using secure document portals, e‑signature, and video calls. In‑person meetings are available by appointment in Fulton, IL.