Business Tax
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Put our experienced tax strategists to work for you
Mitigating your tax burden is always a core goal. This is best achieved through comprehensive tax planning. Whether you’re a sole proprietor or operate a multi-tiered corporation or partnership, we pledge to provide you with quality, up-to-date tax return preparation and advice. Our experienced tax specialists excel at tax planning and preparation for businesses.
Business Tax Packages
Essentials
Includes:
- Preparation of corporate federal and state income tax returns
- Preparation of owner individual income tax returns
- Secure file exchange for upload/download of all tax-related documents
Preferred
Includes Essentials plus:
- Mid-year and year-end tax planning consultation
- Preparation of year-end 1099s (over at 10 additional cost)
- Assess appropriate choice of entity
- Support for tax questions throughout the year (not including research)
- Provide schedules for annual business personal property tax returns
- Initial responses to IRS notices
Strategic
Includes Preferred plus:
- Quarterly business strategy meetings
- Owner's compensation planning
- Business coaching and advice
- Evaluate accounting data for potential corrections
A La Carte Services
- Assistance with taxing authority audits
- Bookkeeping cleanup
- Purchase, sale or close of business assistance