Outsourced tax services that keep you compliant and optimized.

From federal and state filings to R&D credits and strategic guidance, our team handles the details that reduce risk and save you time — so you can focus on growth.

Get a free consultation →
Escalon outsourced finance and fractional CFO services

Taxes are complex
managing them doesn't have to be.

Our team stays on top of ever-changing tax laws and regulations, so you don't have to. From filings to strategy, we keep your business on track and positioned for growth.

Get a free consultation →

Trusted by 20,000+ organizations across industries and growth stages since 2006.

$1B+
Financial activity managed
5x
INC. 5000 HONOREE
5,000+
WORKFORCE SYSTEMS MANAGED
IGG Trulia HelloSign HelloFresh Goodreads Crunchbase Allbirds Quip Credit Karma Vivino

Ready to take tax
off your plate?

Tell us a bit about your company, and a senior team lead will reach out within one business day.

More than a tax advisor — a proactive partner.

With Escalon you get a partner who keeps your business compliant, optimized, and ready for what's next. We minimize your tax liability and maximize your profits, handling the details that keep you on track and positioned for growth.

Get a free consultation →

Broad tax services for your needs

Click “Learn more” on any card to expand its detail ↓

Tax team handling federal and state annual income tax filings end to end

Annual Income Tax Filings

Federal and state filings, handled end to end.

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  • Federal & State Compliance – fixed-fee service covering all filings.
  • Full Process Management – from gathering records to submitting returns.
  • Optimization – identify deductions and credits to reduce your burden.
  • Proactive Tracking – stay ahead of regulatory changes, no last-minute surprises.
State and local tax (SALT) specialists managing multi-state compliance

State & Local Taxes (SALT)

Stay compliant across every jurisdiction you operate in.

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  • Full SALT Coverage – income, franchise, sales, use, employment, and property taxes.
  • Multi-State Expertise – manage liabilities whether you operate in one state or many.
  • Strategic Guidance – assess risk and find tax-saving opportunities.
  • Penalty Avoidance – accurate compliance and quicker returns.
R&D tax credit specialists preparing audit-ready documentation for innovation credits

R&D Tax Credits

Claim valuable credits for the innovation you’re already doing.

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  • R&D Tax Study – a thorough review of your qualifying activity.
  • Significant Savings – many businesses qualify for up to $500,000 in payroll tax credits.
  • Audit-Ready Documentation – a final report supporting your claim.
  • Faster Growth – reduce costs and get to market faster.

How it works

A simple path from first conversation to ongoing support.

1

Start with a free consultation

Tell us about your company and where you operate. We get to know your unique financial situation.

2

We manage the details

From gathering records to preparing and submitting returns, we manage the entire filing process and look for ways to optimize your position.

3

Stay ahead, year-round

We track regulatory changes and keep your business compliant, optimized, and ready for what's next.

Don’t take our word for it. Our clients said it better.

“

Escalon allows us — allows me — not to worry about the back-office accounting function at the end of the day. We really see Escalon as an integral part of our business, as part of our team honestly, sharing in the success of us growing the business tremendously, and helping us all along the way.

Hearing Aids Company · Commerce
“

The primary reason that I picked Escalon over other firms I talked to was its expertise in dealing with start-up and fund-raising financials.

Grocery E-Commerce
“

Something that I love from my seat as a CFO is that I know if I send an email or whatever communication in which the Escalon team is copied, it is going to get registered, it is going to get registered on time, and it is going to get registered correctly.

E-Commerce
“

Working with Escalon makes me feel confident. It frees up my time and allows me to focus on the daily operations of my business.

Environment
“

We are so happy with the results that when we had problems in HR and our order-to-cash area, we brought in Escalon to help us assess and implement a solution. Now Escalon is supporting us in everything I do in the back office.

Healthcare
“

With Escalon, not only have we saved time, but we have the confidence in the financials we’re seeing to know where to make the investments and how to grow our business in a profitable way.

Women’s Healthcare
“

Escalon is actually an extremely cost-effective solution compared to doing it yourself. My perspective on Escalon as the Chief Financial Officer is that they are a fully integrated part of our finance organization. I view Escalon as the solution of choice for delivering financial operations.

Healthcare

Why Escalon is right for your business

19 years in business

A trusted advisor guiding you through every stage, from startup to succession.

Deep industry knowledge

Tax expertise across SaaS, life sciences, consumer goods, and nonprofit businesses.

One team, full stack

Tax, finance, and HR kept in sync — no juggling multiple vendors.

Scales with your business

Flexible support at each stage of development, from startup onward.

Plans & pricing

Flexible Packages for Every Stage of Growth

Every business is different, and your needs change as you grow. That is why our pricing is designed to scale with you. Whether you are just starting out or expanding fast, we offer flexible options to ensure you always have the right support.

Starter
Starting around $695per month
Fixed monthly rate

For established and growth-minded businesses.

Key Features:

  • Dedicated experienced Bookkeeper
  • GL Management
  • Bank and CC Reconciliation
  • AP Management
  • Monthly GAAP close
Get started →
Recommended Pro
Custom pricing
Custom quote

Advanced support for complex, dynamic companies.

Key Features:

  • Includes everything in Starter package
  • Dedicated Experienced Controller and/or CFO
  • AR: Client Invoicing and Revenue Recognition
  • Budget vs. Actuals Reporting
  • Board Deck Presentation
  • Financial Modeling
  • Consolidated Reporting
  • Audit Support
  • Grant Reporting
  • Tax Planning & Fundraising Support
Get a Quote
Starter
Starting at $395per month
Fixed monthly rate

For growth-minded businesses who need to establish and scale their Payroll.

Key Features:

  • Tax compliance
  • Employee payroll updates
  • Payroll processing
  • Payroll setup
  • Payroll state registration (per-state charge applies)
Get started →
Recommended Pro
Starting at $895per month
Fixed monthly rate

For growth-minded businesses who need to scale their Payroll and HR support, augment their current staff with project experts, or completely outsource their HR and Payroll operations.

Key Features:

  • Includes everything in the Payroll package plus dedicated HRBP partnership and services
  • HR compliance, risk mitigation and best practices
  • Company policies
  • Employee onboarding and offboarding
  • Employee relations and support
  • Benefits set up and administration
Get started →
Starter
Starting around $3,400per year
Fixed annual rate

For businesses just getting started who are looking to get a handle on their compliance calendar.

Key Features:

  • Includes Federal + 1 State Income Return
  • R&D Tax Credit
  • Complimentary 30-minute Tax Consultation with Tax Director
  • Tax Planning / Optimization
  • QSBS Review
  • Compliance Calendar
Get started →
Recommended Pro
Custom pricing
Custom quote

For scaling businesses with a multi-state and/or international footprint.

Key Features:

  • Everything included in Starter
  • Foreign Disclosures
  • State Registrations and Filings
  • Sales and Use Tax (Nexus Review, Registration, and Filing)
  • Tax Provisioning and Pre-Payments
  • Tax Planning
Get a Quote

Frequently asked questions

We provide end-to-end tax support: annual federal and state income tax filings, state and local taxes (SALT), and R&D tax credit studies — from routine filings to strategic guidance.

It’s a fixed-fee service. We manage the entire process — from gathering financial records to preparing and submitting returns — while identifying deductions and credits that could reduce your tax burden.

Yes. We handle the full range of state and local obligations — income, franchise, sales, use, employment, and property taxes — whether your business operates in one state or many.

The R&D tax credit helps offset the costs of innovation and development. It’s among the least-claimed credits — many businesses qualify for up to $500,000 in payroll tax credits. Our R&D Tax Study reviews your qualifying activity and documents the claim.

Yes. Our experienced team stays on top of ever-changing tax laws and regulations and makes the needed adjustments, so you don’t have to track them yourself.

Yes. We’ve built a robust security infrastructure combining current technology with proven internal policies. You can review our Trust Center or request a copy of our SOC 2 Type II audit report.

Beyond tax, we also handle finance and HR — kept in sync so your filings, your numbers, and your team all move at the speed of your business.

Business owner reviewing financial infographics on a tablet during an Escalon consultation

Ready to learn how
we can help you grow?

Book a consultation to gain clarity on which Escalon services may be right for you.

  • ✓Senior team lead on the first call
  • ✓Custom written scope customized for your needs
  • ✓No commitment, no pressure, just a conversation
Book a 30-min consultation →