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).