One of the biggest mistakes that small business owners make is waiting until the year is over to start making tax planning decisions. Ensure you are taking all deductions and credits you are eligible for.
Our year-round tax planning services will help you stay informed about tax credits as soon as they become available.
Use up to date financial information to make decisions about depreciation and asset purchases before year-end.
Improve your business’ cash flow by being informed about future tax liabilities well before any cash outlays.
Trusting an accounting firm with your tax needs is an important decision. Our firm has the experience of a large consultancy with the personalized touch of a smaller organization. You’ll receive both top-tier service and consulting for your business during the whole year, not just during tax season.
“Casey is the best accountant I’ve worked with to date.”
“Casey was personable, authentic, and provided information to me in a way that was easy-to-understand.”
“Casey is amazing. He is an amazing asset to us, especially with us being business owners.”
To prepare your taxes, our team will need an income statement, balance sheet, detailed general ledger from your accounting software, and a copy of your prior year return. If your books aren’t in good shape, you can always engage our bookkeeping clean-up services to get things in order.
Yes! We will prepare and electronically file all federal and state tax returns for your business. E-filing is a secure, fast way to get your tax returns processed.
Our team can provide a tax projection to any client. Common requested documents include financial statements (or access to your Quickbooks file), recent pay stubs, and a copy of prior year business and personal tax returns.
If you are a monthly bookkeeping client, your tax planning services are generally included in your fixed monthly price.
Since all businesses are different in size and complexity, pricing varies. However, you can book your free consultation today to get more pricing information and know what to expect.
Yes! We specialize in S-corporation tax planning, but can help C-corporations, partnerships, LLC’s, and sole proprietors with their tax planning.
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