One-Time Tax Planning & Strategy
We perform an in-depth analysis of your tax situation preceding the coming tax year and make recommendations that should be implemented before year-end.
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° ° ° Our Tax and Tax Planning Package includes ° ° °
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Business Tax Returns
We prepare the following tax forms for individuals and small businesses: Business Tax Returns including 1120, 1120S, & 1065, as well as sales tax returns, property tax, LLC forms, and local taxes.
Individual Income Tax Returns
We prepare the following tax forms for individuals and small businesses: 1040 & Supporting Schedules, State Returns, Schedule C Businesses, and Schedules A, C, D, or E.
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.
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.
1099 Management
Processes to keep up to date W9s and records for 1099 contractors, monitor compliance, and issue 1099s annually.
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No pressure, no strings. Call Us Today: (859) 287-0840