Reliable & Professional Tax
Services for Your Business
Maximize your savings and stay compliant with expert tax planning, preparation and advisory services.
Business Tax Preparation
Ensure accurate filings and compliance with federal and state regulations.
Tax Planning & Strategy
Optimize deductions and minimize tax liabilities with proactive planning.
Sales & Use Tax Compliance
Stay compliant with local and international tax laws.
Payroll Tax Services
Hassle-free payroll tax management for businesses of all sizes.
Startup
Tax Filing Made Simple & Hassle-Free
As a startup owner, it's crucial to file your taxes annually, even if your business hasn’t generated revenue or has operated at a loss. Failure to do so can result in substantial penalties—especially for foreign-owned businesses.
Beyond the standard 1120 form, you may also be required to complete complex filings like the 5472 or 5471.
That’s where we come in! Our experts guide you through your startup tax obligations, ensuring compliance while tailoring filings to suit your business’s unique needs.
We provide specialized tax support for new entrepreneurs, scaling alongside your business and offering dedicated assistance for international founders unfamiliar with the U.S. tax system.
Cash Flow Management Done Right
Optimize your cash flow and manage working capital effectively and efficiently. From 13 week cash forecasting to liquidity planning, our advisory services help clients improve their cash flow, have a better strategy around debt and financing solutions, and improve business performance.
Growing Profitably
We help our clients analyze opportunities for margin expansion, cost controls, pricing strategies, benchmarking against category, and enabling proper systems for sustainable growth.
Financial Models Informing Strategy
We develop internal forecasting modeling leveraging scenario planning and desired future performance goals. We transpose this into a KPI dashboard that provides valuable insights guiding weekly, monthly, quarterly and annual strategy.
Accounting and financial operations done right
We want our clients' financial reporting to be bankable and defensible. We manage and run accrual basis and financial accounting best practices for our clients. Our controller-level monthly closes provide reporting that is bankable and defensible. The supporting documentation helps our clients navigate credit underwriting, internal audits –and more.
Debt & Equity: Capital Markets Solutions
We enable our clients to win. Debt is a tool - when leveraged - properly can help companies grow. We help our clients become bankable and credit worthy. Same is true if they plan to raise equity capital (whether it's early stage or late stage growth capital). Our strategies are customized to each client as needs vary. We run a consultative process before making introductions.
Business is a Team Sport - Trusted Network of Partners
We have a broad and deep network of credit funds, equity investors, banking institutions, FinTech platforms, law firms, CPAs, and others to help our clients win. We specialize in our core competency of providing CFO services across finance and accounting and make introductions to our trusted partners when our clients need support across other areas of their business.
NexusWorks
Specializes in Consumer Product Brands -
DTC and CPG
We bring an investor's perspective with an operator’s discipline, emphasizing strong performance. We integrate seamlessly with our clients and operate as an extension of their team.
Choosing the Right Tax Structure for Your Business
Understanding your company’s tax obligations is crucial to ensuring compliance and financial efficiency. Whether you’re structuring a C-Corporation, LLC, or a foreign-owned entity, our expert team simplifies the filing process and helps you stay compliant with IRS regulations. We provide tailored tax solutions to meet the unique needs of your business structure.
Limited Liability Company
An LLC protects owners from personal liability, offers tax flexibility, and is ideal for small businesses seeking a simple, secure legal structure.
Final Tax
Return
Filed when closing a business, the final tax return reports income and deductions up to the closure date and settles outstanding tax obligations.
83b Election
The 83(b) election lets individuals pay taxes on stock grants early, potentially saving money if the stock’s value increases over time.
Corporation
A corporation is a separate legal entity offering liability protection, easy capital raising, and business credibility, but may face double taxation on earnings.
Simplify Your Taxes Today
Let us handle your tax needs while you focus on growing your business. Get in touch for a free consultation!
Why Choose our Tax Services?
Expert Guidance
Our team of certified tax professionals stays current with the latest tax laws and regulations.
Personalized Service
We take the time to understand your unique financial situation and goals.
Year-Round Support
Tax planning isn't just a seasonal activity-we're here for you throughout the year.
