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Practice Areas

We like to be fully transparent when it comes to our service offerings and look to areas where we can provide the most value to our clients instead of trying to tackle it all.  This allows us to focus our attention and continuing education on areas we know well while we build relationships with vendors to connect our clients to the providers who specialize in certain services.  Below is a listing of services we offer and those that we do not currently offer.  We dabble in all areas of tax, finance, and business so feel free to reach out with any services you need.  Our goal is to help people whether they are clients or not.

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Services We Provide

 

  • Tax Preparation for Individuals, S-Corporations, Partnerships, and C-Corporations.  This makes up the bulk of our compliance practice and we focus our continuing education on this area with the goal of saving our clients money.

  • Entity Selection and advisory services for sole proprietors, LLCs, S-Corporations, and C-Corporations.  This is a common service we provide for current clients but we offer this as an al-la-cart service for companies looking to keep other services in house.  See our Fixed Price Services for additional information.

  • Tax Review services for individuals, partnerships, and corporations.  We will review your prior returns to determine if your current tax preparer is doing a good job or if you are missing deductions.  See our Fixed Price Services for additional information.  

  • Tax planning services - we work with you to determine your current tax liability and discuss tax savings opportunities. This engagement varies widely however we are looking out for your best interest and will let you know our opinion on cost vs benefit in doing this.  Our goal is to 

  • Best practices for accounting and business.  The quickest way to save time as a business owner and save money on tax preparation services is to work with best practices from day one.  We will discuss your business needs and provide recommendations based on our experience and taking your cost/benefit into mind.

  • Review of partnership operating agreements and related entity formation issues for partnerships.  Partnerships are very flexible in that partners can agree to allocate income and expense in whatever means possible.  With this flexibility comes a series of tax traps that most practitioners are not willing to advise.  We can help you work around these by structuring agreements as intended with long term goals in mind.

  • Merger and acquisition services.  Are you looking to retire and sell your company or are you looking to grow and expand.  We can help you with structuring this transaction keeping tax and business considerations in mind.

Services We Don't (currently) Provide

 

  • Bookkeeping and Accounting Services.  Currently this is an area where we can help our clients but we feel this isn't the best value proposition for our firm.  Please see our resources page for vendors we have worked with who provide quality services at reasonable prices.

  • Payroll Services - Why pay a doctor to change your oil when you can pay a mechanic???  This isn't a knock at other professions but an example about hiring the right person to help your business needs.  Please see our resources page for our recommended vendors in our profession.  We don't provide recommendations for professionals we are not familiar with.  

  • QuickBooks setup and training.  See our Resources page for help in this areas.

  • Non-profit tax services including form 990 and related returns.  There are special tax considerations in working with non-profit organizations and we don't feel we are the best professionals to help you in this area.  We feel you are better off with a professional who has dedicated their career to non-profit organizations and related matters.  See our resources page for a referral to a non-profit expert.

  • Audits of for-profit or non-profit organizations.  Feel free to message us at info@remotetaxservices.net with a description of your need and we will do our best to provide you a good referral.  We feel this is somewhat industry specific and will do our best to help your organization out.

  • Financial statement preparation or other attest services.  We don't prepare compilations, review engagements, SOC 2/3. or other attest services for our clients.  We developed this company with the goal of being intentional - we provide REMOTE. TAX. SERVICES.  We can provide referrals in this area so feel free to reach with a brief description of what your company needs and we will provide a referral for one of our trusted business partners.  These may or may not be listed on our Resources page as we understand unique differences in industry and skills in providing these engagements.

  • Legal services and other legal advice - we are not attorneys so we are not able to provide legal advice.  See our Resources page for referrals in this areas.

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