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). 


 
             
             
            