We’re a full-service tax and accounting firm that works all twelve months — planning in June, updating quarterly, monitoring year-round — so tax season never gets to ambush you. One firm for your taxes, books, and payroll, in Northwest Arkansas and wherever you are.
Tax help that only shows up in April isn’t help. It’s a deadline.
The April ambush
A year of decisions graded in one frantic month — and a bill for the privilege.
The guard: your filing is covered monthly, and the plan is adjusted in June, while it can still change the outcome.
The surprise balance
Withholding drifted, income changed, nobody checked — until the return said so.
The guard: quarterly updates and real-time monitoring catch the drift in August, not April.
The letter you dread
An IRS notice lands and your preparer from three months ago is nowhere to be found.
The guard: AuditShield monitors your IRS account all year, and our IRS representation stands behind every return we file.
The signature
The Year-Round Guard Post
Twelve months. Twelve posts. Walk the ring and see what the guard is doing in each one — filing, planning, and watching your IRS account while you get on with your year.
NOVYear-End Moves
November · Post 11 of 12
The last planning window of the year
Retirement contributions, business purchases, timing decisions — made in November, while they can still change this year’s return, not in April when they can’t.
Drag around the ring, tap a month, or use the arrow keys. Gold posts carry the plan’s named duties.
One monthly price. No year-end fees.
TaxGuardian replaces the annual tax-season bill with a guard that works all year: your filing is covered, your plan is checked mid-year, and audit protection stands behind the return. Pick the post that fits your household or your business.
No year-end filing fees on TaxGuardian plans — the monthly price is the price. Every plan works the whole year, not just April.
The full-service firm
Behind the plan stands a whole firm.
TaxGuardian is how most clients start. Behind it is a complete accounting practice — so when your year gets complicated, you don’t have to go find another firm.
For your business
Tax Prep & Planning
Business returns built on a plan, not a pile of receipts — effective tax planning is the foundation everything else stands on.
Bookkeeping
Organized, accurate records — the heartbeat of a successful business — kept current month after month, not rebuilt in March.
Payroll Services
A complex, time-consuming job handled start to finish, so payday is a non-event for you too.
Virtual CFO
On-demand strategic financial leadership — guidance, cash flow, and growth decisions, without the full-time executive price tag.
Business Valuation
Know what your business is truly worth — for strategic decisions, mergers, acquisitions, and succession planning.
Startup, Loans & Specialized Tax
Business startup services, loan advisory, specialized and international tax planning — the deep bench for unusual years.
For you & your family
Personal Tax Prep & Planning
Year-round preparation and planning for individuals and families — not a once-a-year scramble.
Retirement Planning
A plan for the decades after work, built while there’s still time to shape it.
Financial Counseling & Credit Repair
Straight guidance on money and credit — where you stand, and the steps out.
Social Security & Medicare Planning
Timing and choices that follow you for life, made with the numbers in front of you.
Education Savings
Start early, save deliberately — a savings path for the students in your life.
Life Insurance & Budgeting
Protection for the people counting on you, and a budget that makes the whole plan hold together.
Industries we serve
Sixteen industries. One standard.
Every industry runs on different numbers. Ours is the firm that learns yours — these are the fields where we already work.
Healthcare & Medical
Real Estate & Property Management
Retail & E-Commerce
Construction & Engineering
Technology & Software
Financial Technology (FinTech)
Hospitality & Tourism
Education & Non-Profit
Agriculture & Food Production
Transportation & Logistics
Energy & Utilities
Renewable Energy & Green Initiatives
Entertainment & Media
Art & Creative Industries
Franchises & Multi-Unit Operations
Environmental & Sustainability Initiatives
Client stories
In our clients’ own words.
“I am so grateful for the Avid team. I’m paying the same as I was with TurboTax and getting actual strategic guidance about my financial future”
Heather DarkClient
“I use avid for bookkeeping (business) and tax services. The entire team is great to work with, very helpful, and very responsive”
Russell IngramBookkeeping & tax client
“Great Accounting and Tax firm. I trust them will all my accounting and tax outsourcing. Excellent service at a reasonable price.”
Randy OdglenClient
Our story
Built in 2020 to end the April ambush.
Avid Financial Solutions began in 2020, when founding partners Heith Caudle, Dillon King, Cory Gayer, and Miles Boyce came together around a simple frustration: tax help that only shows up in April. They built the opposite — a firm that plans mid-year, updates quarterly, and keeps watch all twelve months.
From one Fayetteville office, we now serve clients across Northwest Arkansas and remotely everywhere — individuals, families, and businesses in sixteen industries. The goal our founders set for the firm: 100 offices across North America in the next seven years. We’re building toward it one guarded year at a time.
2020Founded in Fayetteville, AR
12Months on duty, every year
16Industries served
Meet the owner
Heith Caudle
Owner | Principal Partner
Enrolled Agent — authorized to represent taxpayers before the IRS
Master’s degree in accountancy
More than 17 years of accounting and tax experience
Your annual filing is covered by the monthly price — no year-end filing fees. Every plan includes priority processing, mid-year planning, quarterly tax updates, an automatic extension when you need one, and 3-year audit protection. Basic is $24.95/mo with up to 5 W-2s and W-2Gs; Family is $29.95/mo and adds planning templates, Child, Education, and EITC credit processing, and Schedule A.
What is AuditShield?
AuditShield continuously monitors your IRS account and includes penalty abatement service — a proactive defense that watches for trouble before it becomes a letter you dread. It is $5/month per individual with a TaxGuardian membership, $15/month without.
Do you only work during tax season?
No — we are a year-round firm. Planning happens mid-year, updates land quarterly, and monitoring runs all twelve months. April is just another month here.
Can you work with me if I’m not in Fayetteville?
Yes. We serve clients locally across Northwest Arkansas and remotely. Your client portal and the AFS app keep documents, messages, and records in one secure place, wherever you are.
My books are behind. Can you still help?
Yes — bookkeeping is a core service, and TaxGuardian Business can add bookkeeping and payroll on top of your business filing plan. Reach us through the contact form and tell us where things stand; we will lay out the cleanup path.
How do I get started?
Two doors: join TaxGuardian through the signup form, or reach us through the contact form or by phone at (479) 332-5253, Monday to Friday, 8am to 5pm. Already a client? Your door is the client portal.
Start your guarded year
Next April can be just another month.
Join TaxGuardian, or tell us what your year looks like — messy books, a new business, a letter from the IRS — and we’ll lay out the fix.
