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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Monthly Tax Planning & Strategy
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.
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.
Year Round Tax Strategy & Planning with Custom Tax Dashboard
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.
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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