From business returns to individual income tax services, we offer tax strategy and preparation. Looking to maximize your deductions and credits? Reach out to us for a free consultation review.
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Tax advisory and accounting for SMBs
From business returns to individual income tax services, we offer tax strategy and preparation. Looking to maximize your deductions and credits? Reach out to us for a free consultation review.
Looking to grow or scale your business? We take an analytical approach to helping our clients grow their business while keeping an eye on the factors that drive up the enterprise value.
Our firm specializes in accounting support for small businesses. Need help with QuickBooks or Xero? Contact us for more information on how we can support your business accounting needs.
For those of you who are unfamiliar with this, the Corporate Transparency Act was created to require individuals who ultimately own or control a registered entity to file a new registration report with FinCEN (called a Beneficial Ownership Information report). Not to be taken as legal advice, but the important notes that may impact you […]
Continue ReadingIf you are currently taking advantage of the passthrough entity election, please be sure to make your estimated tax payments. For California clients especially, you have to make the required estimated payment by 6/15/2024 in order to make the PTE election at all. Missing this deadline could be costly, please do not hesitate to reach […]
Continue ReadingSome quick reminders for Q2: Estimated quarterly tax payments (Q1 was due 4/15, Q2 is due 6/15) Clients working with us under an advisory engagement – grab time on Brian’s calendar for a quarterly check-in Annual Tax Clients – if a quarterly estimated tax check-in is helpful, reach out to Brian directly
Continue ReadingA friendly reminder that initial deadline is coming up. If you have uploaded files to SmartVault but have not communicated with our office or received an update, please reach out to Brian right away with questions. If you are going on extension, please be advised that taxes are ALWAYS due by the original deadline, regardless […]
Continue ReadingThere was an Arizona rebate/stimulus payment issued to many Arizona residents in November 2023. The IRS has stated this is taxable for federal. A lot of clients have noted that they did not receive a 1099MISC from the Arizona Department of Revenue. If you received this payment, you can view and download this tax form […]
Continue ReadingTax season is officially underway, here are a few quick (important) reminders: S-Corporation and Partnerships – these returns are due 3/15, please notify our office as soon as financials and all supporting reports (i.e. payroll) are available/uploaded so we can prepare those returns. In order to meet the 3/15 deadline, we would require this information […]
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