we've redefined the painful end of year tax filing process into a proactive and practical approach that helps businesses, owners, and employees:
Stay compliant with the IRS and state regulations
Plan and Strategize Tax Positions to minimize future tax bills
solutions to help businesses, owners and employees stay compliant with tax regulations and proactively minimize future tax bills
Annual Bookkeeping, Financials and Tax filing
The Core Tax service that every business needs.
This solution helps:
Ensure compliance with IRS
Defend against IRS audits
Provides annual P&L and Balance Sheet
on-demand CPA support and Q&A
Our Deliverables:
Complete Annual Bookkeeping
Prepare Annual Financial Statements
Prep & File Annual Income Tax Return
File Annual Forms 1099s
Prep IRS Audit Defense Support Docs
On demand CPA meetings for Q&A
Quarterly IRS and State Tax Management
This add-on to the core plan is the perfect solution for businesses who want to be proactive with taxes
This solution helps with:
Everything in the Core Plan
State and local tax regulation compliance
Proactively Estimate tax bills
Proactive Quarterly Tax Reviews with CPA
Our Deliverables:
Everything in the Core Plan
State and Local Taxation Planning
Employer Registrations with States
Quarterly Tax Planning Meeting with CPA
Advanced tax strategies and planning
This solution is designed for business owners and employees and it helps:
Plan and strategize tax positions
Stay compliant with IRS and states
Our Deliverables:
File Annual Individual Income Tax Return
Personal Multi-Year Tax Forecast Model
go beyond the status quo
We know from experience that the traditional tax CPA model is broken and needs to be redone.
Here's what we believe:
Paying too much tax should be a crime
CPAs objective is to navigate the laws and the tax code to minimize tax
Here's how we do things differently:
Taxation Compliance Management is a Year-Long process, not an end of year chaos
Long-term strategy and positioning is the answer to minimizing the tax burden
We go inside your business throughout the year - that's how we get to know it enough to help
Did you know that typical old-school CPAs do not include help if the IRS audits your business? Ridiculous!
Here's what we include with every tax filing service:
IRS Audit - 2 Hours of Live Support
We include up to 2 hours of live support in the event of an IRS Audit - that's the minimum most audits need to help you navigate questions and prodding by the IRS agents
IRS Audit Defense Support Docs
A package of reconciliaton documents that backup the tax return and explains how each number was calculated
You'll need this in the event of an IRS Audit - if it's not ready, you'd have to prepare it yourself years later (difficult to do). We'll have it ready in advance - other CPAs do not have this ready to provide.
Don't think you need this? Think twice - one of our clients had to pay over $40,000 in extra taxes and fees because of a negligent CPA.