Sales Reps — Don’t kill it on the doors just to get killed by taxes.
It's Your Money, Keep It --
It's Your Money, Keep It --
Your Tax Ally’s Services
Tax Preparation
Our tax preparation services include filing current or prior year tax returns or amendments for individuals and businesses. We also provide multi-state returns for those who work in multiple states.
Tax Planning / Strategy
The biggest savings happen before the year ends, not when you file. We look at your entity setup, S-corp election, retirement contributions, and deductions while there's still time to act on them — so you're not just reporting a number you can no longer change.
Custom Solutions
Complex situation — multiple businesses, big income swings, real estate, or an exit? We'll build a plan around your specific circumstances rather than fitting you into a standard package.
Bookkeeping
Keep your income and expenses organized year-round so nothing gets missed at tax time. We track your mileage, equipment, and other write-offs as they happen — not in a panic the following April.
Payroll / Quarterly Filings
Commission income comes in chunks with nothing withheld, which often ends with a surprise bill. We help calculate and file your quarterly estimated payments so you stay ahead of it. If you're set up as an S-corp, we can also run the payroll and reasonable salary required to keep that election valid.
1099 Filings
If you pay anyone — a knocker on your team, a setter, a subcontractor — you're required to issue them a 1099. We can prepare and file them for you, on time, so you avoid the penalties for missing the deadline.
Free Tax Analysis
Not sure if you’re leaving money on the table? Finish the summer with no idea of how much you owe Uncle Sam? Send us your prior-year return and we’ll review it for free, then show you a specific dollar estimate of the tax savings you may be missing. No obligation.
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We review your prior year returns for mistakes and potential opportunities for savings.
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Based on our analysis, we will identify what we believe we can reduce your tax bill by using actionable strategies. We will also give you an estimate on what it would cost to get those savings.
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If we don’t think there is anything we can do to change results or provide benefit, then we will let you know. No strings attached.
Contact Us
Considering working with us? Just share a few details, and we'll be in touch for a brief consultation about our services.