Client: A small, family-owned business offering local services with steady growth in revenue.

Challenge: The business owner was struggling with managing their books and ensuring they were compliant with both federal and state taxes. The company’s growth was creating complexities in tax planning, and they lacked the time and resources to manage both bookkeeping and tax filings efficiently.

Solution: We provided a complete bookkeeping and tax filing solution, setting up a streamlined accounting system to track revenue and expenses. Our tax experts developed a strategy to reduce the client’s overall tax burden by recommending the most beneficial business structure and tax-saving strategies. We also provided payroll management for their employees.

Outcome:

– The business owner gained greater control over their finances and was able to make more informed business decisions.

– We helped the client save thousands in taxes by optimizing their structure and applying applicable deductions.

– With payroll management in place, the client no longer had to worry about the time-consuming process of managing employee payments and taxes.