Comprehensive Tax Planning & Advisory
- Proactive, year-round strategy sessions to identify opportunities for savings
- Entity-level guidance (S-Corp election, C-Corp analysis, partnership allocations)
- Optimization of credits and deductions (R&D, energy-efficient investments, retirement plans)
- Cash-flow–focused tax projections and “what-if” scenario modeling
Compliance & Return Preparation
- Federal, state, and local income tax return preparation and e-filing
- Quarterly estimated tax calculations, notices, and payment tracking
- 1099-NEC, 1099-MISC, and W-2 preparation and filing for contractors and employees
- Sales and use tax registration, return filing, remittance, and audit support
- Sales tax automation integration with your accounting platform