The full tax picture, one advisor
Business returns
S-corps, partnerships, LLCs, and sole proprietors — prepared and signed by an IRS Enrolled Agent. Entity choice and owner compensation are planning questions, not a form you pick in March.
Individual returns
Owner and family returns handled alongside the business — because for owner-operators, they're the same financial life. A "business-only" preparer who never sees the 1040 misses the point of the S-corp, the distribution, and the estimate.
Year-round planning
Entity structure, timing, and deduction strategy reviewed before decisions are made — not after the year closes. If you're hiring or changing prices, the tax view and the fractional CFO view should be the same conversation.
Quarterly estimates
Estimated payments calculated from your live numbers, so there are no April surprises and no over-paying all year. Estimates that ignore NM GRT or Texas franchise are guesses.
Multi-state filings
Texas, New Mexico, and Colorado handled natively — including cross-border work and LLC formation for owners abroad. El Paso operators who bid in Las Cruces are the working case, not an exception.
IRS representation
As an Enrolled Agent — the highest credential the IRS awards — Oskar is federally licensed to represent you if it ever comes to that. Same person who signed the return. Detail: IRS Enrolled Agent.
Tax strategy is only as good as the books underneath it
When the same firm owns your bookkeeping, compliance calendar, and tax return, planning happens on live numbers — and nothing falls between the seams. Elev8 does not perform audit, review, or compilation; financial statements are for management's use.
Flat monthly retainers, not hourly
Flat monthly retainers in three tiers. Federal and state business income tax returns are in Essentials. Advisory adds owner returns, strategy, estimates, and projections. Fractional CFO work is scoped separately. Assessment call — thirty minutes — then a confirmed monthly fee.
Questions, answered
Do you only file in April? +
No. We work the return all year: books, estimates, entity and timing decisions, then the filing. April should be paperwork.
Are you a CPA? +
No. Oskar Escobedo is an IRS Enrolled Agent — federally licensed to prepare returns and represent taxpayers before the IRS. Elev8 does not perform audit, review, or compilation. IRS Enrolled Agent.
Do you prepare owner 1040s as well as the business return? +
Yes. They are prepared together. Advisory and CFO include personal returns for up to two principal owners.
Can you handle Texas, New Mexico, and Colorado? +
Yes. Multi-state filings are in-scope, including cross-border work. Franchise, GRT, and sales/use live on the compliance calendar.
What if I have an IRS notice? +
Routine notice response for periods we prepare is included. Formal exam, appeals, or collections work is scoped in assessment — we do not invent a flat notice fee here.
How do fees work? +
Flat monthly retainers, not hourly. Start by checking whether we're a fit; scope is set after assessment.