Income Tax Preparation

Unless you are a CPA, the only thing worse than paying taxes is preparing them.  You may be an early filer or habitual extender; either way its not a process or time of year that most people look forward to.  Because tax law is notoriously complicated and ever-changing, we offer tax preparation services for individuals and entities.  Coupled with our bookkeeping and CFO services we aim to streamline the accounting and tax process while saving you time, frustration and money.

Income Tax Preparation Services Include:
    •    Individuals
    •    Partnerships
    •    Corporations
    •    Fiduciaries
    •    Non-Profits

Sales & Use Tax Compliance and Reporting – CHANGE TO “STATE AND LOCAL TAX SERVICES”

 State And Local Tax Services (SALT)

State and local taxes can mean various different things, while you might be covered by income tax services there are many areas of SALT that isn’t.  

Sales/Use Tax:

Sales and use tax is a complex portion of the state and local tax code that can cause significant problems for your business and customers.  The laws change by state, county, city, industry, volume and product type among other things.  It’s no wonder this is one of the most heavily audited areas for most businesses.  Planning and staying up to date on SALT changes is vital to your business.  Whether you are just starting your business or are currently having problems with tax authorities, we can help.

Business Property Statements:

Another area of SALT includes business personal property tax.  This is an annual tax on certain types of capital assets used in your business assessed by the county in which your business is located.  Multi-jurisdictional companies have larger filing requirements as statements are filed in each county in which the company has tangible personal assets.  

    •    Payroll Tax & Retirement Compliance and Reporting

For businesses who perform their payroll process internally, we offer services for the quarterly and annual compliance and filing requirements.  Our services handle this time-consuming component of payroll and allow your payroll processing to continue uninterrupted.

Services Include:
    •    Federal Quarterly Payroll Tax Return preparation
    •    State Quarterly Payroll Tax Return preparation
    •    Annual Federal Unemployment Tax Return preparation
    •    Annual Form W-2 Wage and Tax Statement preparation
    •    Annual Retirement Plan Employee Census preparation

    •    Business Property Tax Compliance and Reporting - REMOVE

Advisory Services – Let’s make all of the services below on a single page
    •    Entity formation consulting

Starting a new venture is exciting and anxious time and picking the right entity type for your business can have lasting implications on liability, taxes and legal matters, among others.  Each entity type has its advantages and disadvantages and must be the right fit for both you and the business.  There are many factors to consider:
    •    Control
    •    Flexibility
    •    Liability
    •    Income Taxes
    •    Complexity
    •    Regulations
    •    Capital

We can help you sort through the complexities of this decision and along with your attorney can help you come to the best decision.

    •    Software implementation

Businesses both new and existing find themselves exploring software options for various reasons.  In today’s business environment software and technology are the foundation of operations and management and should be carefully considered.  We have helped startups, growing companies who have outgrown their current software and established companies who may need more than their software can provide.  From start to finish, we can assist with software selection, implementation, transition and customized reporting.

    •    Internal Control consulting

Internal controls are what protect your business from inefficiencies, inaccuracies, risk and fraud.  While dealing with the normal restraints of personnel, resources and capital, your internal controls can be refined to put your business in the best position for success to achieve its goals and objectives.  We perform a review of your current processes and analyze gaps in procedures and controls, providing you with recommendations and implantation strategies.  Focusing on internal controls not only ensures your efforts in running a successful business but also helps pass a government, bank or financial audits with ease.

    •    Custom Reporting

Running a successful business is the perfect cocktail of many factors: expertise, effort, dedication and instinct.  While many of these things are intangible one of the most tangible component of successful management is data.  We’ve all seen the standard reports provided by all of the accounting software options available, but are they enough?  Does the data tell you the story you need to know in order to make informed decisions?  Could the data be presented in a different way to help drive growth?  There is always room for improvement and we would like to help.  We can customize reports so the data you need is available at the click of a button for the decisions you make on a regular basis.  For more obscure situations we can build custom reports and databases to provide solutions and answer questions.