Services

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• Tax Return Filing: We prepare and file individual, business, and corporate tax returns, ensuring compliance with federal, state, and local tax laws.
• Tax Deductions & Credits: We identify eligible deductions and credits to help minimize tax liability and maximize refunds.
• Strategic Tax Planning: With long-term tax strategies to reduce tax burdens, such as deferring income, managing expenses, and utilizing tax-advantaged investment accounts.
• IRS Representation: If a client is audited or faces tax disputes, we can communicate with the IRS on your behalf, providing necessary documentation and support.

• Transaction Recording: Keeping track of all financial transactions, including income, expenses, invoices, and payments, ensuring accurate records.
• Bank & Credit Card Reconciliation: Matching company records with bank statements to identify discrepancies and maintain financial accuracy.
• Financial Reporting: Generating reports such as profit and loss statements, balance sheets, and cash flow statements to help business owners track their financial health.
• Accounts Payable & Receivable: Managing bills, vendor payments, and incoming payments to maintain a steady cash flow.

• Tax Withholding & Compliance: Ensuring payroll taxes (such as Social Security, Medicare, and unemployment taxes) are withheld correctly and submitted to tax authorities on time.
• Payroll Reporting & Filings: Preparing necessary payroll reports for tax filings, including W-2s, 1099s, and payroll tax returns.
• Direct Deposits & Pay Stubs: Managing payroll payments, ensuring employees receive their wages on time, and providing detailed earnings statements.
• Employee Benefits & Deductions: Handling deductions for retirement plans, health insurance, and other employee benefits.

• Entity Selection & Registration: 
• Business Name Registration
• EIN (Employer Identification Number) Application: 
• State & Local Business Licensing
• Operating Agreements & Bylaws
• Tax Classification Guidance
• Ongoing Compliance Support

With our expert guidance, you can focus on building your business while we handle the paperwork and compliance, ensuring a strong foundation for long-term success. Let us simplify the process so you can start your business with confidence!

Beneficial Ownership Information) filing is a new reporting requirement under the Corporate Transparency Act (CTA) that requires certain U.S. businesses to report information about their beneficial owners—the individuals who ultimately own or control the company. This filing is submitted to the Financial Crimes Enforcement Network (FinCEN) to help prevent financial crimes like money laundering and fraud.

Businesses formed after January 1, 2024, must file within 90 days of registration, while existing businesses have until January 1, 2025, to comply. Failure to file can result in penalties, so it’s essential to meet the reporting requirements.

An Individual Taxpayer Identification Number (ITIN) is a tax processing number issued by the IRS for individuals who need to file taxes but are not eligible for a Social Security Number (SSN). We assist with the ITIN application process by preparing Form W-7, gathering required documents, and ensuring a smooth submission to the IRS. Whether you’re a nonresident, foreign investor, or dependent needing an ITIN, we make the process simple and hassle-free.

• Determining Tax Liability: We assess your business structure and revenue to calculate your franchise tax obligation based on state-specific requirements.
• Preparing & Filing Reports: We complete and file the necessary annual franchise tax reports with the state tax authorities.
• Ensuring Compliance: We track due dates and state-specific regulations to prevent late fees and penalties.
• Registered Agent Support: If required, we help businesses maintain a registered agent for state compliance.
• Multi-State Filings: If your business operates in multiple states, we ensure compliance with varying franchise tax laws.

With our expert assistance, you can focus on growing your business while we handle the complexities of franchise tax filings.

• Sales Tax Calculation: Accurately determining the amount of sales tax collected based on state and local tax rates.
• Preparing & Filing Returns: Completing and submitting required sales tax returns to the appropriate tax agencies on a quarterly basis.
• Payment Remittance: Ensuring timely payments to avoid interest charges or penalties.
• Multi-State Compliance: Managing sales tax filings for businesses operating in multiple states with different tax rates and regulations.
• Record-Keeping & Audit Support: Maintaining proper documentation and providing support in case of a sales tax audit.

• Preparing & Filing Articles of Dissolution: Submitting the necessary forms to the state to legally dissolve your business.
• Final Tax Filings & Clearances: Ensuring all outstanding state and federal tax returns, including final sales and payroll taxes, are properly filed.
• Notifying State & Local Agencies: Closing business licenses, permits, and tax accounts to prevent unnecessary fees.
• Settling Outstanding Debts & Obligations: Assisting in closing accounts, paying creditors, and distributing remaining assets.
• Compliance & Record-Keeping: Providing documentation of dissolution for future legal or financial needs.

We take care of the complex dissolution process, so you can close your business properly and move forward with confidence.