Business Tax Management

Let us help you manage your entire tax situation on an ongoing basis throughout the year. (No more having an accountant that takes two months to reply to your emails)

  • Tax savings recommendations to get your business running tax efficiently.in regards to changes you make to your business.

  • Tax Compliance recommendations in regards to tax strategy implementation or changes made to your business throughout the year

  • 4+ meetings per year to stay in the loop, get your tax questions answered, and discuss all things tax related to your specific situation

  • Assistance with making estimated tax payments

  • Assistance with calculating outstanding tax liability

  • Guidance with tax notices

  • Business Tax Return Preparation

  • Personal Tax Return Preparation (for the owners of the business)

 
 

CFO/Advisory/Bookkeeping Services

(Gauge and Optimize ROI on Your Business Finances)

We can take over all of the accounting for your business or we can provide a single ROI maximizing service listed below:

  • Bookkeeping Services to keep your books caught up every month (no more getting behind)

  • Accounting Automation Consulting to maximize efficiency of your accounting dept

  • Custom Financial Reporting - Start Knowing where your company stands financially on multiple levels.

  • Financial Strategy Development to help lower your company’s risks and achieve goals.

  • Policy maintenance and creation to place the accounting dept. on a path to accuracy and integrity.

  • Quality Control for your accounting department by providing oversight as a 3rd party.

  • Liaising with outside financial parties such as income tax preparer, audit CPA, factors, banks, and other capital sources

  • Custom Training to have you and your team up-to-date quickly on the application of accounting concepts in using your current accounting software, or training on a brand new software of your choice.

  • Custom Consulting for those that need various projects on a one time or recurring basis such as: figuring out payroll errors, solving accounting software problems, or those needing further insight on their financial reports.

Business Tax Preparation

  • We'll take care of your taxes: business owners are our specialty.

  • We’re paperless and use secure, cloud based document portals to transfer files.

  • E-Filing is encouraged, makes things much easier, but not a must.