Reduce Taxes While Growing Your Business
Helping growing business owners identify tax-saving opportunities through proactive planning, accurate accounting, and year-round guidance.
Schedule a ConsultationWhat Could Specialized Tax Planning Uncover for Your Business?
We typically partner with business owners generating over $100,000 in annual revenue, where strategic tax planning can uncover meaningful opportunities beyond standard tax preparation. We regularly help business owners identify thousands of dollars in tax savings, including clients who come to us after working with other experienced accountants. Often, the difference is the depth of planning and specialized tax strategy applied to the business.
What's Included
Our Business Services are offered on a monthly, flat-fee basis and are designed to provide comprehensive solutions to your accounting and tax needs. The services below represent only a portion of what's included. Please request an appointment to learn more.
Business Tax + Accounting
Most PopularBookkeeping Plus
Bookkeeping
Plus
Business Tax + Accounting
Most Popular
* Individual Tax Preparation included for business owner(s).
Our Services
Bookkeeping
Clean financial statements are the starting point of a well-run business. Recording transactions, both timely and accurately, helps to ensure the resulting financial statements are quality resources for you.
Notice Resolution
Even if you do everything right, you'll likely get a tax notice at some point. Have a stress-free experience by sending it directly to us to resolve for you. Because we carefully document at each stage, we likely have the support needed.
Documentation Support
Keeping contemporaneous records is one of the biggest keys to success, whether it's for maintaining compliance or maximizing deductions. We'll ensure you have the right information, when you need it.
Optimized Fringe Benefits
Did you know there are often multiple methods available to take important deductions? We make it our business to run the analyses that ensure you take the most favorable deductions available.
Phone / Email Support
We make it a priority to be easy to reach. You can send an email, call us directly, or schedule an appointment, and you'll always receive a prompt reply.
Tax Planning and Preparation
With all of the other pieces in place, we will prepare your business tax returns (including income tax, sales tax, net profit tax, CAT, etc.), as well as your personal income tax returns.
Ready to take a closer look at your tax strategy?
Schedule a no-obligation consultation to see what's possible for your business.
Explore retirement plan options for your business
401(k) Plans