Tax
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Tax support tailored to your needs
Tax season doesn’t have to be stressful when you work with our team. Our filing process offers a seamless digital experience—from gathering your tax documents to filing your return electronically.
- Personalized—Because every client is different, we examine appropriate deductions and consider your unique situation to help minimize your tax burden.
- Convenient— From initial collection of tax documents to filing, we provide a seamless digital experience.
- Year-round support—We are available throughout the year to help you make smart tax decisions and put a sound, strategic tax plan in place.
Your back office support system
Essentials
Accounting App Subscriptions
- QuickBooks online subscription
- QuickBooks online backups
Accounting & Payroll
- Prepare 1099s for contractors
- Prepare property tax reports
Tax Preparation
- Business income tax preparation & e-file
- Year-end books/tax adjustments
- Tax due date reminders
- Response to IRS notices / correspondence
Business Education
- QuickBooks online education (bi-annual)
Support
- Private messaging & phone support (72 hour response time)
Advisory
Accounting App Subscriptions
- HR compliance & worker safety
- Reasonable compensation calculations
Tax Preparation
- Full tax audit representation (income tax)
Tax Planning
- Tax projections (annual)
- Tax strategy analysis & discovery (annual)
- Tax update webinars (annual)
Business Coaching
- Business growth & advisory meetings (annual)
- Financial dashboard with KPI report (quarterly)
Business Education
- QuickBooks online ongoing education (quarterly)
Support
- Private messaging & phone support (48 hour response time)
Strategic Growth
Tax Planning
- Tax projections (bi-annual)
- Tax strategy analysis & discovery (bi-annual)
- Tax update webinars (bi-annual)
Business Coaching
- Business growth & advisory meetings (quarterly)
- Financial dashboard with KPI report (monthly)
Business Education
- QuickBooks online ongoing education (bi-monthly)
- Financial advisor meeting for business (annual)
- Annual group conference meeting w/ attorney (annual)
- Annual group conference meeting w/ insurance agent (annual)
Support
- Private messaging & phone support (24 hours response time)