Tax Advisory Services
Goldilocks knew best - taxes are about getting it JUST right.
More importantly, it's about getting it right every single time. After all, nobody deserves even a teeny-tiny "IRS whoopsie".
OUR SERVICES
Let's Talk Tax
Stay ahead of regulation changes with our dedicated, hyper-specialized tax team that loves crunching numbers and crushing paperwork.
Quarterly Tax Payments
You want to know how your taxes are going to shake out. It’s pretty simple on the surface, right? But anyone who’s filed a few returns knows that there’s a lot that influences your year to year. Our estimates can be Safe Harbor or actuals-based calculations.
Accounting Cleanup for Tax
Many clients come to us in a bind - they need to file their tax returns QUICKLY but they have a ton of accounting catch-up and clean-up work in order to file a correct tax return. For a one-time fee, we can clean up your books in a pinch, and get that return out the door soon thereafter!
Tax Returns
Yes, we do tax returns; lots of them! Our compliance-focused team can tackle your personal, state franchise & federal tax returns. We can also handle any amended or historical returns, if needed! We utilize top-of-the-line software to quickly prep, review & file. We bill for all tax work annually, and never lock you into a year-long contract.
Turn Tax Headaches Into Tax Headway
While our internal team is majority compliance-focused, we have an extensive team of third party experts at our disposal, should our clients need advice on complex tax legislation, tax planning, entity formation/restructuring or international taxation questions.
Internally, our team will handle all of the following compliance-based work:
- Estimated Tax Payments (Safe Harbor and Actuals-Based)
- Sales Tax Payments
- Preparation & Filing Annual State Income and Franchise Tax Returns (all U.S. states)
- Preparation and Filing Income and Franchise Tax Returns
- Prepare and File Amended or Historical Tax Returns
- Prepare and File Tax Forms: 1040, 1041, 1065, 1120, 1120S
- Accounting cleanup in order to prep & file a tax return
Let us do what we love (and you hate) so you can focus on the things you’re best at. We might be biased, but we think it's a pretty SMART approach to taxes.