Compliance Features

Staying compliant with federal, state, and local tax and regulatory requirements is essential, but it doesn't have to be burdensome. Our Compliance services cover the full spectrum of tax preparation, filing, reconciliation, payroll management, and financial reporting. We ensure your business and personal obligations are met accurately and on time, so you can operate with confidence and avoid costly penalties.

Scope: We will prepare and file your personal federal and state tax returns. This does not include sales tax filings or resolving active issues with the IRS or State.

Client Value: We file your personal federal and state tax returns so you don't have to deal with the paperwork or deadlines. Even if taxes feel confusing, you can relax knowing it's done right and on time.

Scope: We will prepare and file personal and federal returns for up to three total family members. This does not include any business filings for any family members — only personal income tax.

Client Value: We prepare and file personal and federal tax returns for up to three of your family members, saving everyone time and ensuring each return is accurate. Even if your family's taxes vary, we handle the details so you all can enjoy tax season stress-free.

Scope: We will prepare and file your federal and state tax returns for your business. This does not include cleaning up your accounting or business financials.

Client Value: We prepare and file your company's federal and state tax returns so you can focus on running your business instead of decoding tax forms. Even if tax rules feel intimidating, we make sure everything's filed correctly and on time.

Scope: We will prepare and file a prior year's personal tax return to bring you up to date. This does not include paying any penalties, interest, or fees for late filings.

Client Value: We'll prepare and file any past-due personal tax returns so you can get caught up and move forward. Even if you're worried about late filings, we handle the paperwork and help you avoid bigger headaches.

Scope: We will prepare and file a prior year's business tax return to bring you up to date. This does not include after-the-fact bookkeeping or paying any penalties, interest, or fees for late filings.

Client Value: We review your accounting and make minor adjustments so your financials flow seamlessly into your tax return, helping you avoid missed deductions or errors.

Scope: We will review your accounting data and make any necessary minor adjustments so your business financials can flow into your tax filing. This does not include catching up unfinished accounting or bookkeeping.

Client Value: Feel confident your books are clean and ready for tax season because we fine-tune your financial data. This small step helps you avoid missed deductions or errors and makes filing effortless.

Scope: We will prepare and file all the necessary sales tax filings for your business. This does not include paying any penalties, interest, or fees for inaccurate filings occurring before our engagement.

Client Value: We prepare and file all your monthly sales tax returns, keeping you compliant and saving you time.

Scope: We will prepare and file all the necessary sales tax filings for your business. This does not include paying any penalties, interest, or fees for inaccurate filings occurring before our engagement.

Client Value: We handle your quarterly sales tax filings so you never miss a deadline and avoid penalties.

Scope: We will prepare and file all the necessary sales tax filings for your business. This does not include paying any penalties, interest, or fees for inaccurate filings occurring before our engagement.

Client Value: Never worry about forgetting your sales tax deadlines again — we handle all the filings for you so you stay compliant and avoid penalties. Spend your time running your business while we keep the tax authorities happy.

Scope: We will prepare and file the necessary federal and tax filings for your non-profit organization. This does not include preparing or filing any business or personal tax returns outside of your non-profit filing.

Client Value: Stay mission-focused while we take care of your nonprofit's federal and state tax filings. You can rest easy knowing you're compliant and donors can trust your organization.

Scope: We will prepare and file the necessary documents for your estate. This does not include preparing or filing any business or personal tax returns outside of your non-profit filing.

Client Value: Ensure your estate is handled properly and your wishes are honored without the paperwork headache. We take care of the filings so your loved ones can focus on what matters.

Scope: We will store your tax documents in our secure digital storage platform so you can access your tax data anytime, anywhere. Access to your data is not available if you are no longer a client. If our engagement ends, we will provide you with all your documentation, and you will no longer have access to our secure storage platform.

Client Value: Have all your tax documents neatly organized and available whenever you need them, without digging through piles. You'll feel secure knowing your records are safe and always within reach.

Scope: We'll store documents and data in one secure location so you can safely access it from anywhere.

Client Value: Have all your data and documents neatly organized and available whenever you need them, without having to search. You'll feel secure knowing your records are safe and always within reach.

Scope: We will complete and file your Pass-Through Entity Election at the Federal and State levels.

Client Value: Enjoy the tax benefits of a pass-through entity without navigating confusing forms. We handle the election paperwork so you can focus on your business and keep more of what you earn.

Scope: We will complete your asset sale filing with the IRS and/or State.

Client Value: When you sell a business asset, we handle the required filings so you don't stumble over complex tax rules. You'll avoid penalties and ensure you claim any eligible deductions from the sale.

Scope: We will bring your accounting or bookkeeping, and financials, up to date. This does not include filing unprepared tax returns or auditing your financials.

Client Value: We catch up your accounting or bookkeeping, bringing your records up to date so you can trust your numbers again. Even if you're months behind, you'll get clear financials to make informed decisions.

Scope: Monthly management of your business financials through our recommended accounting platform.

Client Value: Let us handle your monthly bookkeeping so your numbers are always current and accurate. You'll make smarter decisions and save hours each month that you can spend on growing your business or with family.

Scope: Quarterly management of your business financials through our recommended accounting platform.

Client Value: Stay on top of your business's finances without getting bogged down by constant bookkeeping. Our quarterly check-ins keep everything accurate and ready for tax time, giving you clarity without the monthly commitment.

Scope: Access to our recommended accounting platform to manage your work and access critical reports.

Client Value: Get 24/7 access to a professional accounting platform without the hefty subscription. You can check reports, send invoices and stay organized anytime without buying your own software.

Scope: Monthly help to reconcile your income and expenses each month through your accounting platform. This does not include complete accounting management, managing your Profit and Loss Statement, Balance Sheet or Cash Flow Statement, or making strategic recommendations for how to improve your numbers in your business.

Client Value: Know exactly where your money is going with our monthly reconciliation service that matches your transactions and catches errors. You'll have confidence in your numbers and free yourself from tedious balancing.

Scope: Quarterly help to reconcile your income and expenses through your accounting platform. This does not include complete accounting management, managing your Profit and Loss Statement, Balance Sheet or Cash Flow Statement, or making strategic recommendations for how to improve your numbers in your business.

Client Value: Know exactly where your money is going with our monthly reconciliation service that matches your transactions and catches errors. You'll have confidence in your numbers and free yourself from tedious balancing.

Scope: Managing and tracking the critical financial reports for your business. Plus, helping you apply that data in your business decisions so you can make faster progress.

Client Value: Get tailored financial reports that make sense to you, along with guidance on what the numbers mean for your next move. You'll make decisions faster and with more confidence because you understand your business's story.

Scope: Creating and tracking custom financial reports for your business. Plus, helping you apply that data in your business decisions so you can make faster progress.

Client Value: Receive custom financial reports when you need them along with simple insights so you can act quickly. Each report helps you understand exactly what's happening and where to focus next.

Scope: We'll analyze and review your basic financial reports and make recommendations for improvement.

Client Value: Always know you have an expert in your corner who can help you see if you're on or off track.

Scope: Managing sending invoicing and collecting money so you can spend time on other aspects of your business.

Client Value: Spend less time chasing invoices because we handle sending and collecting payments, keeping your cash flowing smoothly. With us on your side, you can focus on your business instead of bookkeeping.

Scope: Managing vendors & invoices you need to pay so you can spend your time on other aspects of your business.

Client Value: We take over vendor payments and bills, ensuring they're paid accurately and on time while keeping your cash flow smooth. That means fewer late fees and more time for you to focus on your customers.

Scope: Reviewing your accounting platform and making basic adjustments so your financials are ready to flow into your tax return. This does not include complete accounting management, managing your Profit and Loss Statement, Balance Sheet or Cash Flow Statement, or making strategic recommendations for how to improve your numbers in your business.

Client Value: We review and tidy up your books quarterly so everything flows smoothly into your tax return, saving you time and avoiding last-minute scrambles. You'll feel confident your numbers are accurate when it matters.

Scope: Managing simple payroll for you and one other partner, employee, or spouse.

Client Value: Let us run your simple payroll so you and your partner get paid accurately without dealing with forms or deadlines. You'll avoid penalties and free up time for other priorities.

Scope: Help managing payroll for you and any staff through our recommended payroll platform.

Client Value: Outsource your payroll to us so your entire team gets paid correctly and on time, and taxes are withheld properly. You avoid the stress and potential penalties of mismanaged payroll.

Scope: Review, analysis, and basic adjustments of your payroll data inside your accounting platform so your data is ready to flow into your tax return.

Client Value: We check and clean your payroll records each quarter to make sure taxes and wages are recorded correctly. This way, your payroll data feeds smoothly into your tax return and avoids costly errors.

Scope: Access to our recommended Payroll & HR platform to manage your work and access critical reports.

Client Value: Get easy access to a full-featured payroll and HR platform without paying full price or figuring it out yourself. You'll manage employees, benefits and reports with ease.

Scope: Expert filing of your year-end forms for your contractors, vendors, or other payees you're required to report.

Client Value: Rest easy knowing your year-end forms are filed correctly for contractors and vendors, avoiding penalties and keeping everyone happy. We handle the details so you don't have to remember deadlines or forms.

Scope: Expert help implementing solutions to automate and manage your inventory reporting process for your business.

Client Value: Automate your inventory tracking so you always know what you have and avoid stockouts or overstock. You'll save time and money while making smarter purchasing decisions and keeping customers happy.

Scope: Help with strategically pricing jobs, analyzing costs, and making recommendations to create the ideal profit structure for your business.

Client Value: We analyze your costs and price your jobs properly so you know which projects are profitable and where to adjust. This helps you set rates that reflect your value and boosts your bottom line.

Scope: Help managing your annual filings for your corporation or LLC in the states where you are registered. This does not include providing any legal advice or handling any tasks that must be handled by an Attorney.

Client Value: Stay compliant in every state where you do business with our help preparing annual reports and filings. We handle the paperwork so you avoid penalties and keep your company in good standing.

Scope: Basic support throughout the year for simple questions. This does not include tax strategy, tax planning, or strategic advisory support.

Client Value: Peace of mind knowing we're available when you need us. Get help throughout the year for basic questions that can be answered quickly. Tax planning or strategic support could be required as an upgraded service depending on the question.

Scope: We'll report your foreign earned income for you as part of your federal and state tax filings.

Client Value: Know that the income you earn outside of the US is accurately reported and filed, so you don't have to stress about it yourself.

Scope: We'll help you accurately file for any foreign tax credits you may be eligible for.

Client Value: Save on your taxes by filing for any tax credits that are rightfully yours based on current tax laws.

Scope: If you have assets of more than $10k, we'll ensure these are accurately reported to meet your FBAR requirements.

Client Value: Have peace of mind knowing your assets are accurately accounted for, and you're not creating unnecessary penalties.

Scope: We'll document and report your Foreign Assets statement as part of your tax filing.

Client Value: Have peace of mind knowing your assets are accurately accounted for, and you're not creating unnecessary penalties.

Scope: Expert setup of your income and expense categories so you can track the right numbers and see the most valuable reports from your accounting.

Client Value: We tailor your chart of accounts to fit your business so your books tell a clear story and every expense is captured. Even if you think your current setup is fine, a custom structure saves headaches and makes tax time much smoother.

Scope: We'll create an asset and depreciation schedule you can use in your tax filing moving forward.

Client Value: We create a proper asset list and depreciation schedule you can use for your tax filings, ensuring you claim all eligible deductions. Even if you're not sure where to start, we'll make sense of it so you get credit for what you own.

Scope: We'll file your application for an EIN with the IRS, retrieve your EIN Letter, and store it for you securely in your client folder.

Client Value: We handle the process of getting your EIN from the IRS, then safely store the confirmation letter. This saves you the hassle of government paperwork and ensures you have the proof you need when opening accounts or signing contracts.

Scope: We'll prepare and file your S-Corp Election Filing with the IRS and monitor your election to confirm it has been accepted. If needed, we can retroactively file it for a given tax year.

Client Value: We take care of your S Corp election paperwork and make sure it's accepted by the IRS. That way you can enjoy tax savings without worrying about forms, deadlines or whether you filed correctly.

Scope: Training to help you (or someone on your staff) learn how to execute necessary accounting functions inside of your accounting software. This does not include travel time or expenses, multiple retraining sessions, or training on multiple platforms.

Client Value: So you can feel confident using your accounting software, we teach you or your team exactly how to handle day-to-day tasks. Instead of figuring it out on your own, you'll learn the best way to keep your books up to date and avoid costly errors.