We analyze your tax liability with year-round monitoring so that you can implement strategies throughout the year and minimize the tax you have to pay by making smart decisions.
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.
All bookkeepers have went through extensive training and are Certified Advanced QBO ProAdvisors
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.
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 with your Financial Packet each month
Year round planning for next year’s taxes and access to CPA for any tax questions as well as access to a tax dashboard to see what your tax liability will look like during next year’s tax season so you won’t be surprised.