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Tax & Payroll

Offering a robust line of products

to meet your personal and business needs

We take the pain out of payroll

We can take over your time-consuming and complex payroll tasks including processing of scheduled payrolls, employee setup, salary changes, payroll filings, W2 and 1099 processing, time tracking and more.

  • Assurance—Trust that your payroll is processed accurately and payroll taxes are filed on time.
  • Time savings—You’ll save countless hours when you let us handle your time-consuming payroll tasks.
  • Convenience—Work with our team from our secure online platform to process payroll with ease and efficiency.

Your back office support system

Essentials

Accounting App Subscriptions

  • QuickBooks online subscription
  • QuickBooks online backups

Accounting & Payroll

  • Full service payroll preparation
  • Prepare 1099s for contractors
  • Prepare property tax reports

Tax Preparation

  • Business income tax preparation & e-file
  • Year-end books/tax adjustments
  • Tax due date reminders
  • Response to IRS notices / correspondence

Support

  • Private messaging & phone support (72 hour response time)

Support

  • Private Messaging & Phone Support (72 hour response time)

Advisory

Accounting App Subscriptions

  • HR compliance & worker safety
  • Reasonable compensation calculations

Tax Preparation

  • Full tax audit representation (income tax)

Tax Planning

  • Tax projections (annual)
  • Tax strategy analysis & discovery (annual)
  • Tax update webinars (annual)

Business Coaching

  • Business growth & advisory meetings (annual)
  • Financial dashboard with KPI report (quarterly)

Business Education

  • QuickBooks online ongoing education (quarterly)

Support

  • Private messaging & phone support (48 hour response time)

Strategic Growth

Tax Planning

  • Tax projections (bi-annual)
  • Tax strategy analysis & discovery (bi-annual)
  • Tax update webinars (bi-annual)

Business Coaching

  • Business growth & advisory meetings (quarterly)
  • Financial dashboard with KPI report (monthly)

Business Education

  • QuickBooks online ongoing education (monthly)
  • Financial advisor meeting for business (annual)
  • Annual group conference meeting w/ attorney (annual)
  • Annual group conference meeting w/ insurance agent (annual)

Support

  • Private messaging & phone support (24 hours response time)