Why You Should Reconsider Your Tax Services

Your tax provider should do more than file returns. If you’re not getting proactive planning, clear guidance, and timely responses, it may be time to reconsider your tax services. The right partner keeps you compliant, improves cash flow, and helps you make smarter decisions year-round. Explore our Tax Preparation, Bookkeeping, Outsourced Controller/CFO, and Business Consulting.

7 Signs It’s Time to Change Your Tax Provider

• Slow response times: days or weeks to answer simple questions.
• No quarterly planning: you’re surprised by tax bills or penalties.
• Messy books: unclear reconciliations, uncategorized transactions, or year-end “catch-up.”
• Missed deductions/credits: no inquiry into mileage, home office, depreciation, or R&D (when applicable).
• Entity mismatch: still on Schedule C when an S-Corp makes sense—or vice versa.
• Sales tax exposure: multi-state/ecommerce nexus not reviewed; filings always last-minute.
• Notice fatigue: recurring IRS/State letters with little explanation or strategy.

What Modern Tax Service Should Deliver

• Monthly close discipline: reconciliations, review notes, and audit-ready documentation.
• Quarterly estimates: safe-harbor planning, vouchers, and cash-flow projections.
• Return accuracy: 1120S / 1065 / 1120 / Schedule C plus owner 1040 coordination.
• Sales & payroll tax: registrations, filings, and nexus analysis with clear calendars.
• Advisory cadence: pricing, margins, capex timing, retirement plans, and reasonable comp.
• Transparent pricing: fixed-fee packages with defined deliverables and SLAs.

Simple Migration Plan (Switch Anytime—Even Mid-Year)

1. Intake & Access: prior returns, bank/credit statements, payroll reports, and QuickBooks access.
2. Health Check: 60–90 day review of reconciliations, coding, and current tax posture.
3. Cleanup: reclassifications, tie-outs, sales tax adjustments, prior-period corrections.
4. Quarterly Model: estimate refresh, safe-harbor strategy, and payment schedule.
5. Year-End Ready: depreciation strategy, 1099 workflow, and return timelines.

Deliverables You Can Expect With Us

• Monthly financials (P&L, Balance Sheet, Cash Flow) with review comments.
• Quarterly tax projections and estimate vouchers—no more surprises.
• Business returns (1120S/1065/1120) and owner 1040, plus 1099-NEC/MISC e-filing.
• Sales & use tax filings and nexus monitoring (ecommerce & multi-state).
• IRS/State notice handling, payment plans, and reasonable-cause abatements when appropriate.

Red Flags We Frequently Fix

• Personal spending mixed in business accounts.
• Late/incorrect S-Corp election; no reasonable compensation policy.
• No documentation for mileage, travel, or home office.
• Untracked inventory or job costing; mismatched COGS.
• Sales tax filings without nexus review or exemption tracking.

Thinking of Switching? Start Here.

• 30-minute consult to map scope and pricing.
• Fast onboarding with secure portal and checklist.
• Cleanup plan with target dates and milestones.
• Quarterly planning built into your package.

 Book a 30-Minute Consultation

FAQs

Can I switch tax providers in the middle of the year?

Yes. We take over immediately with an onboarding checklist, request prior returns, and rebuild any missing reconciliations so quarterly estimates remain accurate.

What access do you need to begin?

Prior-year returns, bank/credit statements, payroll reports, sales-tax logins, and QuickBooks access. We also request W-9s and vendor details for 1099s.

Will you speak with my prior accountant?

If you prefer, yes. We can coordinate a records transfer and request a handoff packet (trial balance, depreciation schedules, tax workpapers).

How do you handle IRS or state notices?

We review the notice, outline options, and—if representation is needed—proceed under applicable authorization. We aim to fix root causes to prevent repeat issues.

Do you work with multi-state sales tax and ecommerce?

Yes—nexus analysis, registrations, filings, marketplace facilitator rules, and reconciliation to your ecommerce platform and accounting file.

Ready to Upgrade Your Tax Services?

Get proactive planning, predictable billing, and audit-ready books—all year long. Schedule Consultation