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Don't wait until April to find out how your business performed. We maintain your books with an active tax perspective, ensuring your data is perfectly structured for optimized tax filings.
Everything in Tier 1, plus higher transaction volume support.
The Tax Shield Review: Ongoing tracking of nondeductible expenses, shareholder distributions/draws, and capital account tracking to eliminate year-end cleanup to save you money come tax time.
Extended Chart of Accounts customization mapped specifically to tax lines (e.g., maximizing deductions, tracking tax-exempt items).
Quarterly 30-minute financial review call to look at performance and trends.
Seamless, year-end handoff package directly to your tax professional
Don't wait until April to find out how your business performed. We maintain your books with an active tax perspective, ensuring your data is perfectly structured for optimized tax filings.
Everything in Tier 1, plus higher transaction volume support.
The Tax Shield Review: Ongoing tracking of nondeductible expenses, shareholder distributions/draws, and capital account tracking to eliminate year-end cleanup to save you money come tax time.
Extended Chart of Accounts customization mapped specifically to tax lines (e.g., maximizing deductions, tracking tax-exempt items).
Quarterly 30-minute financial review call to look at performance and trends.
Seamless, year-end handoff package directly to your tax professional