Fractional CFO, COO and Tax leadership for closely held businesses
One partner for your finances, operations and taxes. 100% virtual, serving owner-operated and multi-entity businesses nationwide.
Most growing businesses juggle a bookkeeper, a tax preparer and an outside advisor who rarely talk to each other. Luxe Tax Concierge brings fractional CFO and COO leadership and year-round tax work into one relationship with our team, so your numbers, your operations and your tax plan move together.
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WHAT WE DO
Services
Fractional CFO
Monthly close, consolidated reporting across multiple entities, cash flow forecasting, budgets and owner-ready financial statements you can act on.
Fractional COO
Processes, systems and an operating rhythm that let the business grow without adding headcount at every step.
Tax Preparation and Planning
Business returns plus the individual returns of owners and their immediate family, with year-round planning and entity structure coordinated with your books rather than reconstructed at year end. Led by an Enrolled Agent.
AI Enablement with Controls
Put AI to work in finance and operations with approvals, data handling rules and an audit trail, so automation saves time without adding risk.
Who We Serve
Closely held, owner-operated businesses, often with several related entities, that have outgrown basic bookkeeping but are not ready for a full-time CFO or COO. Our clients come from a wide range of industries.
How We Work
A dedicated point of contact. You work directly with a member of our team who knows your business.
You will hear back within one business day.
Monthly reports are reviewed and approved before they reach you, then delivered to your private, secure folder.
100% virtual, serving clients nationwide.
Who You Work With
Tax work is led by an Enrolled Agent, enrolled to practice before the Internal Revenue Service. Your finances, operations and taxes are handled in one relationship, by the same team.
Questions before you reach out? Email admin@luxetaxconcierge.com.
What Others Are Saying
“Janelle is awesome! She makes everything so clear and simple. Very responsive and helpful with any of my questions.”
Cameron
Small business owner
“It is a great privilege to work with Janelle at Luxe. She is thorough and honest and is a great resource for my clients. When we have questions she is very knowledgeable and is always willing to listen and answer questions. I would recommend Luxe to anyone!”
Michelle
Bookkeeping firm owner
“Luxe has helped us grow in numerous ways addressed at early involvement and continues to provide expertise second to none!”
Mark
Business owner
“I came to Luxe Tax Concierge knowing I needed help but not knowing how much. Janelle’s expertise identified US filings I didn’t even realize I was required to submit, then guided me through getting compliant for past years, step by step. Her service has been outstanding: comprehensive in the detail, clear in the explanation and very reassuring at every stage. What could have been a stressful process felt manageable because I always knew she had it in hand. I can’t recommend her highly enough.”
Amy
UK-based US citizen
Common Questions
How quickly will I hear back?
Within one business day.
Where do you work?
We are 100% virtual and serve clients nationwide.
Who is a good fit?
Owner-operated, closely held businesses, often with several related entities, that have outgrown basic bookkeeping but don’t need a full-time CFO or COO.
Do you handle taxes as well as the books?
Yes. Business returns plus the individual returns of owners and, where it helps, their immediate family, with year-round planning and entity structure coordinated with your monthly reporting. Tax work is led by an Enrolled Agent.
How do you use AI with my financial data?
AI supports the work under set controls: approvals before anything goes out, rules for how data is handled, and an audit trail. Every report is reviewed and approved before you receive it.
How long is an engagement?
Engagements are annual, so we work through a full year of closes, planning and filings with you.
What does it cost?
Pricing depends on scope: how many entities you have, the state of your books and the returns involved. We start with a no-cost review of your last three years of returns and a tax strategy, then quote once we've seen your books.
Request an Introduction
Tell us a little about your business and you will hear from a member of our team within one business day. Prefer to pick a time? Book an intro call