Tax
Tax Accounting Services from SBA CPA
Tax Planning
SBA CPA will help you avoid paying more in taxes than necessary by developing a comprehensive tax plan that can save you money and improve your cash flow. Our experienced team of tax professionals will examine your financials and implement effective tax strategies to minimize your firm’s tax liabilities.
We will also help you determine the optimal entity structure to achieve your goals and reduce taxes, including Limited Liability Company, Corporation, Partnership, or S-Corp election. By integrating these tax strategies with your firm’s operational plan, SBA CPA helps you maximize your firm’s profitability and growth potential. Combining tax planning strategies with SBA CPA’s Virtual CFO services can help even more.
Estate and Gift Planning
By developing effective strategies for estate planning, your remaining assets can be taxed at a reduced rate. SBA CPA’s tax planning professionals will customize your estate and gift plan to manage your estate effectively while minimizing tax implications. SBA CPA’s estate planning professionals will help...
- Analyze existing documents or create Wills, Power of Attorney, and estate planning documents
- Develop strategies for real estate transfer, gifting, and charitable contributions
- Tax planning and compliance for estates, fiduciaries, and beneficiaries
Tax Preparation
You might be able to handle your personal tax preparation, but we recommend that businesses have taxes prepared and filed with a professional CPA. This will ensure no required form or report is ever overlooked. At SBA CPA, our tax experts are always up to date on the latest tax laws, revisions, and deduction opportunities for personal and commercial clients. We will make sure that your taxes are filed accurately and on time, so that you never have to worry about tax penalties or anything unsavory turning up during a future audit.
Tax Filing
You can rest assured that your federal, state, and local taxes will be filed accurately and on time, every time. Our tax filing services will help you stay on top of paying your quarterly estimates and filing all the necessary forms once the end of your company's financial year approaches.
Tax Resolution Services
If you receive an IRS audit letter or notification for back tax obligations, SBA CPA’s experienced tax professionals will represent you and relieve your anxiety with this process. We bring to bear years of successful experience resolving complex tax matters with the IRS. Our team will save you time and money by representing your best interests as we negotiate with the IRS to minimize your taxes. SBA CPA’s team is ready to represent you in areas such as:
- Respond to IRS Correspondence
- Power of Attorney (to work on your behalf)
- IRS Audits and Seizures
- Offers-in-Compromise (including Forms 433-A and 433-B Preparation)
- Innocent Spouse Relief
- Installment Agreements and Payment Plans
- Penalty Reductions and Wage Garnishment Negotiations
Management Accounting Services That Make Sense — Even When It's Not Tax Time
For commercial clients, tax accounting is just the tip of the iceberg. Tax accounting is simply one function of business accounting, but with management accounting services, your business can soar.
Management accounting provides business owners with timely and accurate financial reports, KPI tracking, performance measurement, and cash flow management.
