Phoenix, Arizona · Serving Clients Nationwide

Tax Strategy That Works as Hard as You Do

We help small business owners minimize taxes, maximize savings, and finally get the strategic financial guidance they deserve. All remote. Nationwide.

Year-round tax strategy
100% remote — work with us from anywhere
Free initial consultation

What We Do

Strategic Tax & Financial Services

We handle the complexity so you can focus on growing your business.

The Problem: Most small business owners only think about taxes at filing time — by then, it's too late to save. They file returns that sting, miss deductions that matter, and make financial decisions without timely data. We see this constantly. Here's how we solve it.

Who is Upkeepe for? Small business owners who want proactive tax strategy — not just someone filing returns once a year. Whether you run a med spa in Scottsdale, a construction company in Phoenix, or an e-commerce brand anywhere in the U.S., we build a tax and accounting plan around your specific business.

What forms does Upkeepe prepare? We handle all major business and personal tax filings: Form 1120-S for S-Corporations, Form 1065 for partnerships and multi-member LLCs, Form 1120 for C-Corporations, and Form 1040 for individual returns. We also handle quarterly estimated tax filings and IRS notice resolution.

Where does Upkeepe serve clients? Everywhere. We're based in Phoenix, Arizona but serve small business owners across all 50 states — including Scottsdale, Tempe, Peoria, Glendale, and Maricopa. Everything is handled remotely through secure portals and video calls.

Tax Strategy & Planning

Stop leaving money on the table. We build proactive, year-round strategies that reduce your tax liability before the year ends — not after.

  • Entity structuring (LLC, S-Corp, PLLC)
  • Tax projection and estimated payments
  • Multi-state tax planning
  • Year-round strategy sessions

Tax Preparation & Compliance

Accurate, on-time filing with the strategy already baked in. No surprises, no scrambling, no missed deadlines.

  • Business returns (1120-S, 1065, 1120)
  • Individual returns (1040)
  • IRS notice resolution
  • Quarterly estimated tax support

Bookkeeping & Accounting

Clean books and real-time financial clarity — so you can make informed decisions instead of guessing.

  • Monthly bookkeeping and reconciliation
  • Financial statement preparation
  • Cash flow analysis
  • QuickBooks setup and support

Who We Work With

We Work With All Small Businesses

No matter your industry, we tailor our approach to your business. Here are some of the industries we know inside and out:

Med Spas Gyms Personal Trainers Real Estate Brokerages Real Estate Agents Real Estate Investors Construction Medical & Dental Influencers

How We Work

A Clear Path From Day One

No guesswork, no surprises. Here's exactly what working with Upkeepe looks like.

1

Discovery Call

We learn about your business, review your current tax situation, and identify the biggest opportunities to save.

2

Custom Strategy

We build a tax and accounting plan tailored to your industry, entity type, and growth goals.

3

Implementation

From entity elections to bookkeeping systems, we execute with precision and keep you informed at every step.

4

Ongoing Partnership

Quarterly reviews, proactive planning, and responsive support year-round — not just at tax time.

Why Upkeepe

How We're Different

Advisory-First Approach

We don't just file your taxes after the fact. Every engagement starts with strategy — understanding your business, your goals, and where the savings are.

Your Dedicated Strategist

When you work with Upkeepe, you work directly with Stavros — not a rotating roster of junior staff. You get a real relationship with someone who knows your business inside and out.

No Surprises

We believe in proactive planning, not reactive filing. You'll know your tax picture year-round, so there are never unwelcome surprises at filing time.

Who We Are

Your Growth Partner, Not Just Your Accountant

Most accountants are reactive — they file your returns, send you a bill, and disappear until next year. Upkeepe was built to be different.

We're a fully remote tax and accounting firm based in Phoenix, Arizona, serving small business owners nationwide. Founded by Stavros Makris, our approach is simple: every client deserves the kind of proactive, strategic tax guidance that saves real money — delivered by someone who actually knows their business.

That means year-round planning, not once-a-year filing. Real conversations about your goals, not generic advice. And a dedicated relationship with your strategist — not a rotating roster of staff you've never met.

Let's Talk Strategy
SM

Stavros Makris

Founder & Tax Strategist

"Treat every client's money like it's my own."

With years of experience serving small business owners — from med spas and gyms to personal trainers and real estate brokerages — Stavros brings proactive, strategic thinking to every client relationship. His approach is simple: treat every client's money like it's his own.

Our Team

The People Behind Your Strategy

A small, dedicated team that knows your business by name — not by account number.

Stavros Makris

Founder & CEO

Mattie Merrill

Staff Accountant

Virginia Steed

Staff Accountant

Charlene Ferguson

Staff Accountant

What Our Clients Say

Trusted by Small Business Owners

"Upkeepe completely transformed how I think about my business taxes. Stavros found savings I didn't even know existed."

Jordan M.

Real Estate Professional

"The peace of mind alone is worth it. I know my books are clean, my filings are on time, and I have a real strategy."

Sarah K.

E-Commerce Owner

"Switching to Upkeepe was the best business decision I made last year. Professional, responsive, and genuinely invested in my success."

Michael T.

Consulting Firm Owner

Common Questions

Frequently Asked Questions

Straight answers to the questions small business owners ask most.

What does a tax strategist do differently than a regular accountant?

A tax strategist works with you year-round to proactively minimize your tax liability — not just at filing time. This includes entity structuring (LLC vs. S-Corp), tax projections, estimated payment planning, and identifying deductions and credits before the year ends. A regular accountant typically focuses on compliance and filing after the fact.

Do I need to be in Phoenix to work with Upkeepe?

Not at all. Upkeepe is fully remote and serves small business owners across all 50 states. We use secure client portals, video calls, and cloud-based tools so everything is handled digitally — no matter where you are.

How much can tax strategy actually save me?

It depends on your situation, but many small business owners save thousands of dollars per year through proper entity structuring, retirement plan contributions, and strategic timing of income and expenses. During your free consultation, we can review your current setup and identify specific opportunities.

What types of businesses does Upkeepe work with?

Upkeepe works with all small business owners — no matter your industry. We have deep experience with med spas, gyms, personal trainers, real estate brokerages, real estate agents, real estate investors, construction, medical and dental practices, and influencers, but we welcome any small business. Whether you're a sole proprietor, LLC, S-Corp, or partnership, we tailor our approach to your specific needs.

What is the difference between bookkeeping and accounting?

Bookkeeping is the day-to-day recording of financial transactions — categorizing expenses, reconciling bank accounts, and keeping your books clean. Accounting builds on that by interpreting the data, preparing financial statements, analyzing cash flow, and using the numbers to inform strategic decisions like tax planning.

How do I get started with Upkeepe?

Getting started is easy. Book a free, no-pressure consultation through our website or call us at (480) 459-2558. We'll review your current situation, discuss your goals, and outline how a strategic approach to taxes and accounting can help your business grow.

What is a 1120-S and who needs to file one?

Form 1120-S is the U.S. income tax return for S-Corporations. If your business has elected S-Corp status with the IRS, you are required to file a 1120-S annually. Upkeepe handles 1120-S preparation and ensures your S-Corp election is maximizing your tax savings.

What is the difference between a 1065 and a 1120-S?

Form 1065 is for partnerships (LLPs, multi-member LLCs). Form 1120-S is for S-Corporations. Both are pass-through entities, but they differ in self-employment tax treatment and distribution rules. We help you choose the right structure and file the correct return.

Should my LLC elect S-Corp status?

It depends on your net income. Generally, once your business consistently profits above $40,000–$50,000 per year, an S-Corp election can save significant self-employment taxes. Upkeepe runs tax projections to determine if and when an S-Corp election benefits you.

What happens if I get an IRS notice?

Don't panic. Most IRS notices are routine — requesting clarification or flagging a minor discrepancy. Upkeepe handles IRS notice resolution for our clients. We review the notice, prepare the response, and communicate with the IRS on your behalf.

Get Started

Ready to Stop Overpaying in Taxes?

Book a free, no-pressure consultation and let's talk about your business. We'll review your situation, identify opportunities, and show you exactly what a strategic approach can do for you.

Location

Phoenix, Arizona
Serving clients nationwide