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Business Tax

Offering a robust line of productsto meet your personal and business needs

Put our experienced tax strategists to work for you

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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