You Make The Money, We Help You Keep More Of It
Most people don’t overpay taxes on purpose.
They overpay because no one showed them a better way.
At Shareef Capital Management, we help individuals and business owners reduce their tax liability, uncover missed deductions, and create a clear strategy for keeping more of what they earn—not just filing returns.
That means:
Fewer surprises at tax time
Clean numbers you actually understand year-round
More money staying in your pocket where it belongs
No last-minute scrambling. No guessing.
Just smart tax planning that lets you reinvest in your business, pay yourself properly, and move through tax season with clarity and confidence.
Ready to stop leaving money on the table?
Services
Accounting / Bookkeeping
Tax Preparation and Planning
Individual and Business Coaching
Transparent pricing for clients who value clarity and accuracy.
We service all 50 states
Individual Tax Prep
Starting at $399
Best for individuals who want accuracy, clarity, and zero surprises at tax time
What you get:
Federal and state tax filing handled by a CPA
Identification of credits and deductions you may be missing
Secure client portal for documents and communication
E-filing for faster processing and refunds
Small Business Tax Prep
Starting at $699
For Sole Proprietors & Single-Member LLCs
What you get:
Federal and state tax filing for you and your business
Review of business income and expenses to reduce tax liability
Secure portal to keep everything organized
CPA-led preparation—not software or shortcuts
Requires Income Statement (profit & loss)
Partnerships and S-Corps Tax Prep
Starting at $1,099
Best for growing businesses that need accuracy and strategic planning
What you get:
Partnership or S-Corp tax return preparation
K-1s prepared for all partners or shareholders
Individual return bundled for added tax savings
CPA oversight to ensure compliance and clarity
Requires income statement (profit & loss)
Accounting, Bookkeeping, & Financial Clarity
Built for business owners who want clean numbers and confidence—not confusion
Bookkeeping isn’t about data entry.
It’s about knowing where your money is going, what’s working, and what needs to change—before tax season forces the conversation.
We help business owners clean up their books, stay organized year-round, and understand their numbers so they can make better decisions with confidence.
What this looks like in practice:
Monthly bookkeeping handled by CPA-led professionals
Clean, accurate financials you can actually understand
Income and expense tracking that supports smarter tax planning
Systems that scale as your business grows
No more guessing.
No more scrambling.
Just clarity.
Who this is for:
✔ Business owners tired of messy books
✔ Entrepreneurs who want fewer tax surprises
✔ Growing businesses that need structure, not stress
If you want to stop avoiding your numbers and start using them, this is for you.
Ready to get your books under control?
FAQs
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We do not offer free consultations during tax season.
During this time, consultations are paid because they involve reviewing your situation, identifying opportunities, and outlining next steps. If you decide to work with us, your consultation fee is applied toward your service—so nothing is wasted.
This ensures every call is focused, intentional, and valuable. You may book a call here
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January 26th, 2026
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Yes. We require a deposit to begin preparing your tax return.
Once your return is completed and reviewed with you, the remaining balance is due before submission.
This process allows us to dedicate the proper time and attention to each return while keeping everything clear and straightforward.
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Yes—and that’s more common than you think.
Most business owners aren’t disorganized, they’re just busy. We help clean things up, get everything current, and put systems in place so it stays that way.
No judgment. Just solutions.