Tax & Payroll
Offering a robust line of products to meet your personal and business needs
Select a product
We take the pain out of payroll
We can take over your time-consuming and complex payroll tasks including processing of scheduled payrolls, employee setup, salary changes, payroll filings, W2 and 1099 processing, time tracking and more.
- Assurance—Trust that your payroll is processed accurately and payroll taxes are filed on time.
- Time savings—You’ll save countless hours when you let us handle your time-consuming payroll tasks.
- Convenience—Work with our team from our secure online platform to process payroll with ease and efficiency.
Your back office support system
Essentials
Accounting App Subscriptions
- QuickBooks online subscription
- QuickBooks online backups
Accounting & Payroll
- Full service payroll preparation
- 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
Support
- Private messaging & phone support (72 hour response time)
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 (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)