Year-Round Tax Planning & Projections
We prepare tax projections monthly beginning in the summer to help you plan for what your tax liability will be for the following year. Access to CPA for any tax questions you may have …
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° ° ° Our Standard Package includes ° ° °
Click LEARN MORE button for more information and what benefits each service provides our clients.
Payroll Administration Support
Clients that are using an approved payroll provider will receive support with payroll tax notices, payroll setup, payroll questions, automatic payroll setup, and other payroll related requests. Clients will still be responsible for processing their own payroll if hourly employees.
Sales Tax Management
Filing & payment processing (if authorized) of sales tax, annual review of nexus, client products & services set up correctly, applicable law changes, & assistance with sales tax notices.
Optional Quarterly Virtual Meeting with CPA
An optional quarterly meeting to discuss any questions or concerns you may have with your CPA.
Annual QuickBooks Budget
We develop and import an annual Budget for your company, one of the most important factors of successful businesses, and include Budget vs. Actual reports.
Quarterly In-Depth Financial Analysis Report
A report to help you see what you need to work on in your business with easy to read graphs and explanations, think of it as a financial report card for your business.
Monthly Financial Packet
including Financial KPIs & Executive Summary by CPA. Each Financial Packet includes an Executive Summary by your CPA with their opinions on your financial performance as well as KPIs (Key Performance Indicators) that are important to your business.
Annual Tax Strategy Review
We build a Tax Strategy report for you in the autumn and meet with you to go over tax estimates for the upcoming year and identify strategies that you can use to lower your taxes before year end.
What are you waiting for?
No pressure, no strings. Call Us Today: (859) 287-0840