Tax Services

93% of SMB’s Overpay Their Taxes

A Forbes study made an unbelievable discovery. 93% of businesses in their study overpaid their taxes. To take this even a step further, the US Treasury Inspector General for Tax Administration (TIGTA) found that thousands of businesses overpaid their taxes by an average of $11,638! How can this happen?

Tax Misperception Gap – Only 30% of SMB owners believe they are overpaying their taxes, while 93% actually do.
Over-Confidence- The same study by Clutch Accounting found that 90% of these owners rate themselves as “very or somewhat confident” in their ability to accurately filed taxes.
Laser Focused Professional – Many CPA’s and other tax preparers are laser focused on tax compliance and don’t have the time to research and offer solutions for deductions and credits to lower your tax burden,
DIY Software – The growth and expansion of tax compliance software and technology has allowed SMB owners to “save on tax compliance” while leading to missed deduction and higher taxes..
Lack of Tax Expertise – Most business owners lack a complete understanding of the complex tax regulations.

It takes more than an expert tax preparer to minimize your tax burden. While the last thing any owner wants is the IRS to come knocking on their door, no one wants to give more to the IRS than they owe.

Wrong entity choice, missed tax deductions, and overreliance on software can all lead to a higher tax burden. Recordkeeping complicates the situation further. While accurate and detailed records are essential for substantiating claims for deductions, the irrational fear of triggering an IRS audit deters many taxpayers from claiming deductions they are entitled to. Primarily because they are unsure about the deductibility of the expense.

We Don’t Work for the IRS

We are passionate about reducing your tax burden and helping owners like you put as much in your own pocket as possible. We take unnecessary taxes personally.

Tax Review – Our comprehensive tax review services identify areas where you might be overpaying and help you correct them..
Expert Tax Compliance – We provide expert tax advisory services to ensure your taxes are filed accurately and efficiently..
Proactive Tax Planning – Our team goes beyond compliance to find every possible deduction and credit to lower your tax burden..
Bookkeeping – We help you maintain accurate records and confidently claim all eligible deductions..
Industry Expertise – Our specialized industry tax services ensure you don’t miss out on any deductions or credits that are unique to your business
Tax Advisory Services – Our tax experts provide the knowledge and expertise needed to navigate hidden taxes and optimize your tax strategy.

Take Action Now

Review Your Prior Year Tax Returns – In over 50% of the returns we review, we find an opportunity that has a recurring savings for SMB owners.
Team Up with our Tax Experts – Maximize tax deductions and lower your taxes, join our team.
Industry Leading Technology – We utilize the same tax technology used by the top 100 CPA firms in the nation to ensure accurate reporting and compliance.
Receive Proactive Advice & Strategies – We are not only tax experts but are taxpayers with a business just like yours. We will help you stay ahead of the IRS actionable advice and tax strategies.
Complete Tax Journey – From startup to a business exit, we are with you, every day, planning ahead and maximizing your return on your investment in your business. Our tax experts will work diligently to make sure you take advantage of every tax saving available to you.

Customized Solutions to Fit Your Business Needs

Every business is unique. That’s why we create a customized bookkeeping plan based on your team and operations.

Our services include:

Business and Personal Tax Compliance – Accurate preparation and filing of federal, state, and local tax returns. Including foreign reporting to the Dept of Treasury.
Tax Strategy Meetings – We schedule regular tax planning and estimate meetings to ensure that we are taking all the necessary actions to minimize your tax liability.
IRS Controversy – Expert guidance and representation in the event of an audit by the IRS or state agency.

Let us create a tax strategy that streamlines your filings, maximizes savings, and keeps your business running smoothly.