Virtual Tax & Accounting Firm
Clarity in your numbers. Confidence at tax time.
Neese Financial LLC provides virtual tax preparation, bookkeeping, accounting, and tax resolution for small businesses, rental property owners, and individuals — with clients served across six states and nationwide.
IRS Representation
Enrolled Agent
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States served so far
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Virtual & secure
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Year-round support
What We Do
Full-service tax & accounting, built around small business
From day-to-day books to the toughest IRS letter, one firm handles it all — accurately and on time.
How Virtual Works
Expert tax help, without the office visit
Schedule a virtual appointment
Book a video or phone consultation at a time that works for you — no office visit required.
Share documents securely
Upload your tax documents through our secure client portal from anywhere, on your schedule.
Review, sign, and file
We walk you through your return, answer every question, and e-file once you approve.
Tax Resolution
Behind on taxes or facing the IRS? You don't have to handle it alone.
Unfiled returns, IRS notices, liens, levies, and audits are stressful — but they are solvable. As an Enrolled Agent, we are federally licensed to represent you directly before the IRS, negotiate payment arrangements, and work toward the best resolution the law allows.
- IRS & state notice response
- Back tax filing and compliance
- Installment agreements & penalty relief
- Audit representation
Client Words
Trusted by business owners across the country
“I engaged Mr. Neese to do some trust tax returns. He was enormously helpful and informative. He not only got them done promptly, but also provided me with pointers about the next years' returns which are likely to benefit the trusts' beneficiaries. Really exemplary service and highly competitive prices. I highly recommend him.”
Kenneth C.
Trustee — Maryland
“Mr Neese is detail oriented and has done a wonderful job getting a Year's worth of my horse farm accounts up-to-date and ready for taxes.”
Deborah P.
Business Owner - Burtonsville, MD
“Phil is the best.. very good explainer of things and way down to earth, uses good judgment! Highly recommended!”
Nancy K.
Business Owner - Maryland
Free Resources
Guides, checklists, and answers — before you ever pay a dime
We believe informed clients make better decisions. Explore our client guides, printable tax checklists, FAQs, and practical tax tips written for small business owners and individuals.
Browse Resources
Ready to get your taxes handled — the right way?
Schedule a virtual appointment with an Enrolled Agent and get clear answers about your tax situation, wherever you are.