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For Business Clients

Accounting That Grows With Your Business

Our small business clients range from startups to service-based professionals. No matter your size, we offer scalable solutions that help you save time, stay compliant, and grow smarter.

Payroll Processing

Payroll is more than just cutting checks—it's about keeping your team paid accurately and staying compliant with tax filings. We handle payroll from setup to W2s, so you can focus on your business without worrying about missed deadlines or penalties. Let us take the weight of payroll off your shoulders.

  • Direct Deposit Setup

  • Employee & Contractor Pay Processing

  • Payroll Tax Filings (Federal & State)

  • Year-End W2 & 1099 Preparation

  • Integration with Bookkeeping Software

  • Optional Coordination with Payroll Providers

Payroll management: Businessman using laptop and calculator
Person calculating taxes on laptop

Sales & Use Tax Compliance

Sales tax laws are constantly changing, and even small missteps can lead to penalties. We help you understand your obligations, file returns on time, and stay in good standing with state and local agencies. Whether you operate in one state or several, we’ll keep you compliant.

  • Monthly, Quarterly, or Annual Sales Tax Filing

  • Reconciliation of Sales Records to Tax Returns

  • Support with Sales Tax Audits and Notices

Business Tax Preparation

Business tax filing is more than a once-a-year obligation—it’s part of a smart strategy to manage risk and reduce liability. We specialize in preparing returns for LLCs, S-Corps, C-Corps, and partnerships with accuracy and foresight. Our proactive planning ensures you're always ready, not rushing at year-end.

  • S-Corp, C-Corp, LLC, and Partnership Returns

  • Quarterly Estimated Tax Planning

  • Year-End Financial Review and Clean-up

  • IRS and State e-File and Correspondence Support

  • Coordination with Bookkeeping for Seamless Filing

Business structures: LLC, Partnership, Sole Proprietorship, S Corp, C Corp, Trust, Non-Profit, Limited Partnership, Co-op
Team reviewing financial data on laptops

Advisory Services

Sometimes, your business needs more than just compliance—it needs insight. Our advisory services go beyond the numbers to help you make strategic decisions, plan for growth, and protect your bottom line. We act as your partner, not just your accountant.

  • Entity Selection (LLC vs S-Corp, etc.)

  • Financial Analysis: Key Performance Metrics, Monitoring Changes in Key Financial Ratios, etc.

  • Retirement & Employee Benefits Planning

  • Financial Forecasting & Budgeting

  • One-on-One Strategy Calls

Common Tax & Accounting Questions from Small Business Owners

Technical guidance for informed financial decisions.

1. Should I classify a worker as an employee or an independent contractor?

The IRS applies a multi-factor test based on control and independence. Misclassification can lead to back taxes, penalties, and legal liability, so it’s important to evaluate the relationship carefully before hiring.

 

2. Can I deduct my home office, vehicle, or business travel expenses?

Yes — as long as they are ordinary, necessary, and properly documented. Home office expenses must involve exclusive use, while vehicle and travel expenses require logs or receipts to substantiate business use.

 

3. What is the most tax-efficient way to pay myself from my business?

This depends on your entity type. Sole proprietors typically take draws, S corporation owners must pay themselves a reasonable salary, and partnerships use guaranteed payments or distributions. Each method has unique tax implications.

 

4. How do owner contributions and distributions affect my taxes?

Owner contributions increase your basis (equity), while distributions reduce it. Accurate tracking helps prevent errors on your tax return and ensures you don’t accidentally trigger capital gains or basis-related penalties.

 

5. Should I use cash or accrual accounting for my business?

Cash basis is simpler and ideal for many small businesses, recognizing income when received and expenses when paid. Accrual basis gives a clearer financial picture by matching income and expenses to the period they occur, and may be required as you grow.

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