Full-Service Tax Prep and Bookkeeping
Let us do it all for you.
You don’t need to know how to identify tax savings opportunities to save on your taxes. That’s what we’re here for.
Not only will we prepare and file your personal and business taxes, we’ll also keep your books clean all year around, so you never miss a business deduction. Put your trust in our collective decades of experience in tax consulting, tax planning, and tax preparation to take full advantage of every tax law available to you.
Here’s how our full-service tax pros step in so you can step back:
Timely Tax Preparation
No more agonizing over Schedule Cs or worrying about filing. We’ll handle your personal and business taxes under one roof, ensuring you minimize your tax liability for both.
Personalized Tax Consulting
Even with decades of experience (and stint at the IRS), we still look at your unique circumstances with fresh, expert eyes. Because we deal almost exclusively in tax advice for medical sales reps, we know how to make the ever-changing tax codes and regulations work in your favor.
Owner’s Payroll
When you’re self employed, how you pay yourself matters. Getting you set up on payroll helps satisfy Scorp requirements and can save you thousands in self-employment taxes. From EIN application to calculating your income tax withholding and “reasonable salary”, we’ll take the lead and walk you through this multi-step process, showing you when to take an owner’s draw and what can be paid out in tax-advantageous distributions.
To-the-penny Bookkeeping
Ditch the spreadsheets. Our bookkeepers provide hands-on support that touches every potential deduction. We’ll keep your books accurate and up-to-date all year long to streamline your tax planning.
Scorp Formation
Changing your tax structure can help you avoid legal liabilities and insulate you from extra taxes. Moving from a sole proprietor to an employee-owner, you have the potential to save thousands a year. And the best part is that you don’t have to file a single document to do it – we’ll take care of everything.
As easy as it gets.
Our fine-tuned system tells you exactly what documents to provide and where to send them – all uploaded through your smartphone. With your trust and our expertise, we help you take off your accounting hat, so you can exclusively focus on hitting your numbers.