Tax Planning & Compliance

Profit First plus Bookkeeping Essentials:

Laying the Foundations

Estimated Quarterly Tax Allocations

Our tax professionals understand how difficult it can be to accurately calculate your estimated tax payments. That’s why we provide our clients with an easy and efficient service to help them figure out the amount they need to pay each quarter.  When calculating your estimated tax payments, our team looks at your prior year tax history and current quarterly profits. By consulting the data from these two sources, we are able to determine an estimate of how much you owe in taxes each quarter. This estimate allows us to determine the right amount that you need to pay when submitting your quarterly tax payments, ensuring that the payment is accurate and sufficient.

Tax Planning

Creating a tax plan is incredibly important in understanding potential deductions and tax credits available to you.  This process can help you reduce annual tax liabilities while ensuring funds are set aside for future estimated tax needs.  Additionally, it is important to stay on top of any changes in legislation or laws that could affect how taxes are filed.

Corporate Tax Return

Preparing a corporate tax return can be a complex and time-consuming task. Our team ensures that all the necessary documents and information is gathered in advance to make the process as smooth and efficient as possible.  Once the necessary documents are collected, our tax team will prepare the corporate return for both Federal and State filings.

Secure Online Portal

We believe that safety and security should always be top priorities for businesses storing financial information, especially in the digital world. That’s why we have a secure digital file storage system with data centers specifically created to store confidential data. By following industry best practices such as Payment Card Industry (PCI) and Data Security Standard (DSS), our secure file storage system provides your business with an effective and reliable security plan.

Our secure digital file storage system offers businesses the capability to store all their files digitally, access records when necessary, and safely share them with important parties. We offer high-level encryption and authentication technology to keep your data safe throughout transmission and within our file storage system. All data is SSL secured using industry-grade encryption protocols – ensuring only authorized personnel can access your confidential financial information.