Services
If you’re looking for a firm that will focus on your individual needs, and always treat you like a client who matters, look no further. Our firm is large enough to offer a full range of professional services, but small enough to give you the individual attention that you deserve.
We will thoroughly and conscientiously study your personal situation, and tailor our advice to your specific needs.
Tax Preparation & Planning
Effective tax preparation and planning can help you to minimize your future tax liability. We can help you proactively manage both your personal and your business tax issues, including understanding how upcoming business opportunities impact your tax status and vice versa. We understand how the latest federal and state tax legislation and other developments affect you and your business and we are constantly identifying new ways to reduce federal, state, or local tax liabilities. At TeamBased Tax Service, we place great importance on fostering strong relationships, aiming to establish long-lasting partnerships with every client. We passionately believe that the true measure of success in tax preparation rests in the complete satisfaction and positive experiences of our clients. Part of our work philosophy is being committed to eliminating guesswork from our operations by prioritizing ongoing professional development. We are driven by a steadfast belief that maintaining up-to-date regulatory compliance and changes in tax laws are vital to achieving excellence in our field. Our Tax preparers are well-versed in tax regulations, ensuring your business remains compliant with federal and state laws.
Bookkeeping
If your business does not currently have accounting staff or if your business is outgrowing its current bookkeeping system, we can provide comprehensive bookkeeping and write-up services to ensure the smooth operation of the financial side of your business. As your business needs grow and change, we can provide input and planning assistance to make sure your business accounting and financial systems keep pace with market and client needs. Proper Annual Business Reporting keeps your business in compliance. At TeamBased Tax Service LLC we prepare and file your Annual Report for your C Corporation, S Corporation, Limited Liability Company (LLC), Nonprofit, or Professional corporation. TeamBased Tax Services LLC is here to assist you every step of the way and can easily process and file your company’s Annual Report and Statement of Information on your behalf.
Financial Statements
Financial statements are an important tool for management decision making. Financial statements also represent your business to lenders, partners, potential buyers and other interested parties. We will work closely with your key personnel to develop and finalize accurate and timely financial statements.
IRS Representation
An IRS audit can be an intimidating and complex process. If you or your business face an IRS audit, we can bring to bear years of experience in dealing with tax matters and IRS audit procedures to ensure that you are properly represented when dealing with the IRS and other tax authorities.
Business Tax Consulting
As a true business partner, we are available to help you deal with any business problem or opportunity. We stand ready to engage in business consulting projects to help you make the right decisions for the future of your business. Whether you face questions related to expanding, selling, or restructuring your business, we have the necessary business acumen and analytical capabilities to help you make the right decisions. At TeamBased Tax Service, we offer comprehensive Tax Planning and Consulting to assist individuals and businesses to effectively manage their tax obligations. We passionately believe that when it comes to an individual’s or a business ‘s tax economy, everything matters.
Business Entity Selection
The business entity—LLP, LLC, sole proprietorship, partnership, corporation, etc.— that you select for your business has enormous financial and tax implications. It is important that you make the right decision. We can explain each choice and its implications. As your business grows and changes, the type of business entity you choose may need to change also. The Business Formation experts at TeamBased Tax Services LLC can file all the paperwork to help you start a business today. Whether you decide to Form an LLC (Limited Liability Company), Corporation, Non-Profit, or simply File a DBA. Choosing the right business structure is a critical part of the business startup process. The structure you select will have a significant impact on your personal liability as well as your tax liability. Not sure which business structure is right for your business? Let TeamBased Tax Services LLC tax attorney help business owners choose the right business type for the product or services you provide.
Estate & Trust Tax Preparation
Estate matters affect everyone. By taking proactive steps today, you can ease the way for your heirs during a very difficult time. We can work with your legal counsel to help you to structure your estate and trusts to minimize taxes and ensure the smooth transition to your heirs. We are available to handle all estate and trust tax-related matters.
Retirement Planning
Retirement planning is critical in these uncertain times. Whether you are developing a retirement plan for yourself or choosing a retirement plan to offer to your employees, we can help you evaluate the available options. Our focus is on helping you to make the choice that is most appropriate for your own financial situation. If you are choosing a retirement plan for your business, we will base our recommendations on the unique characteristics of your business and your employee population, as well as the legal and compliance issues related to each type of plan.
Management Advisory Services
Our Management Advisory Services focus on improving the efficiency and effectiveness of your business and its operations. We can provide support in business planning, mergers, acquisitions, and other advisory support. Contact our office to learn about the full range of services we provide.