Here's What's Included in the Outsourced Accounting Model

• We provide Individual Federal and state tax preparation with electronic filing with the IRS and local state

• We'll proactively work to  recommend tax saving strategies to maximize our client's tax outcome and reduce your tax liability while remaining compliant,

• Provide an in-depth analysis of your taxes, financial situation and accounting system.

• We'll assist in getting your initial books setup for tracking and Chart of Accounts.

• We'll help you get your current bookkeeping up to date & ready for tax time or other important projects such as financial reporting needed.

• We'll create a customized tax reduction plan for the current year and the future, identifying how to keep more of what you make.

• We'll perform streamlined bookkeeping processes each  month, keeping you up to date and compliant with detailed reporting available saving you time and money.  

• We'll assist in setting up your payroll and provide management or prepare you and your staff to manage independently.

• We'll pay your taxes throughout the year according to the tax plan, eliminating year end surprises at the tax table.  No more overpaying or receiving a large tax bill.  

• We'll provide your choice of monthly or quarterly financial reports or management dashboards for key performance indicators for your company's performance.   We also assist with cash flow management so you understand your business cash flow cycle at all times.

• We'll meet before the end of the year to review tax strategy for your business and discuss any major updates that make sense.

• We'll take care of closing out your books and perform a year end reporting so you are prepared to work with your tax preparer.

• We'll help to make tax season non-stressful since your bookkeeping has been completed and estimated tax payments remitted.

• We'll provide tax preparation & file your taxes.

• We'll guide you to build a tax efficient business and discuss risk mitigation strategies.

Book a free consultation today to learn more about how our tax preparation services work or for small businesses how bookkeeping services can benefit your business.