Business Tax Management
We don’t just file. We guide, optimize, and help you stay ahead all year long. And we respond when you need us.
Tax savings recommendations to keep your business running tax-efficiently as you grow and change
Tax Compliance guidance to support strategy implementation and business updates throughout the year
4+ strategy meetings per year to answer questions, review progress, and keep you in the loop
Help with estimated tax payments (what to pay and when)
Support calculating your outstanding tax liability so there are no surprises
Clear, proactive guidance on tax notices if the IRS ever reaches out
Business tax return preparation handled from start to finish
Personal tax return preparation for the business owners
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 specialize in business owners and we make tax season effortless.
Fully paperless, with secure cloud-based document portals.
E-Filing encouraged for speed and convenience (but not required).