Tax Services Aligned with Your Accounting
We provide tax preparation and planning exclusively for our monthly support clients.
A Seamless Approach to Taxes
When we manage your accounting, we know your numbers inside and out. That means fewer surprises, smoother tax filings, and strategies designed around your actual financial performance.
What You’ll Receive with Our Tax Services
Annual tax return preparation and filing
Tax planning integrated into your monthly or quarterly reports
Proactive recommendations to minimize tax liability
Direct communication with Sally Colleran, CPA, for clear answers year-round
Tax Season Without the Stress
When your tax prep is disconnected from your accounting, mistakes happen and opportunities get missed. By keeping both under one roof, we ensure your financial reports and tax strategy are always working together to support your goals.
FAQs
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No — our tax services are available exclusively for monthly accounting clients. By managing your accounting and taxes together, we can provide a more accurate, proactive, and stress-free approach to filing and planning.
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Tax planning is built into your regular reporting cycle. Whether you’re on monthly or quarterly support, we’ll review opportunities during your advisory meetings so you’re never caught off guard at year-end.
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We prepare 1120-S business returns for S-Corporations, 1065 business returns for Partnerships and the 1040 personal tax returns for the business owners.
We are currently not accepting C-Corporations or not-for-profit entities.
Ready for Year-Round Clarity and a Stress-Free Tax Season?
Our tax services are available exclusively for monthly accounting clients. Add this to your package for a streamlined, stress-free approach to compliance and planning.