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Tax Preparation

WARNING: IRS Audits Rapidly Increasing…
How Confident Are You That Your Return is Accurate?
Could You be Missing Potential Deductions?

10 million tax payers missed out on a chance to get a bigger refund last year simply because they neglected to fill out one line on their tax return. Will you miss a similar opportunity this year?

Today’s tax laws are increasingly complicated and the rules for deductions and credits change year by year. Are you aware of all the deductions and credits that might be available to you this year, even on the most basic of tax returns? Perhaps you feel secure in your do-it-yourself tax preparation software, but let’s face it… There is no substitute for an experienced tax professional who can answer your questions and ask you the questions that might be key to saving you tax dollars.

With our tax return services you get:

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Assurance that your return has been checked and double-checked for mathematical accuracy and errors that are commonly flagged by the IRS, resulting in fewer chances for contact by the IRS.

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Tips for better managing your payroll withholding so that you can have the advantage of greater income all year long, rather than loaning that money to the government and waiting for it to come back in the form of your yearly tax return.

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A list of common deductions that may benefit you in the coming year, and tips for limiting your future tax liability.

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Electronic filing for a quicker refund.

Let Us Help:

What Are The Year-End Tax Moves to Make Now For Roseville Business Owners?

Key TakeawaysIt’s not too late to create meaningful savings with these year-end tax moves to make now, but your options are very timing-sensitive. Low-cost, in-stock equipment and supplies are the most realistic last-minute purchases that can still be deducted...
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Big Beautiful Bill Details Roseville Business Owners Might Have Missed

(Disclaimer: These are things you want to be discussing with your tax professional more in-depth, so you’re making a plan that’s right for your business.)Key Takeaways The more favorable EBITDA-based business interest deduction limit is back for your 2025...
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What Payroll Checklist Steps Do Roseville Business Owners Need to Complete for Clean Data?

Key TakeawaysFocus on data integrity. Ensure payroll wages, taxes, benefits, and GL postings are clean, consistent, and reconciled. Your tax preparer depends on one crucial “three-way match”: W-2 totals, Form 941 totals, and the General Ledger wage expense should...
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Genevieve Maiorana’s Perspective: What Are The Most Important Cybersecurity Measures for Small Businesses?

Key Takeaways Create a written data protection policy. Every employee should know the rules for handling sensitive data. Back up data regularly with secure cloud services or encrypted physical backups. Encrypt everything so stolen data is useless to...
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Can End-Of-The-Year Giving Mean Tax Deductions For My Roseville Business?

Key TakeawaysWhen your business gives back, make sure it’s documented correctly so your tax professional can secure any potential tax benefits.  Charitable contributions to qualified 501(c)(3) organizations can be deductible. Marketing-related giving...
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The Work Opportunity Tax Credit: Year-End Hiring Benefit for Roseville Businesses

Key TakeawaysYes, the WOTC applies if you hire someone before December 31, 2025.  You must submit IRS Form 8850 to your State Workforce Agency (SWA) within 28 days of the new employee’s start date. The potential tax savings can be worth up to $2,400 per...
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Why Cash Flow Management Is Important At Year-End in Your Roseville Business

 Key Takeaways Profit doesn’t equal liquidity: You can look great on paper (i.e., profitable) and still run out of cash. Year-end cash flow management is about accelerating what comes in and strategically optimizing (delaying) what goes out (legally, of...
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What Year-End Moves Can Protect Roseville Owners From Form W9 Mistakes?

Key TakeawaysKeep every contractor’s Form W9 on file before the first payment. If your contractor won’t give you a W9, follow the three-step written request process to prove due diligence. Use the IRS TIN Matching tool before filing your 1099s to verify...
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Changing Your Business Entity Means Smarter Profits, Roseville Owners

Quick Summary: Could Changing My Business Entity Mean Smarter Profits?If you’re a Sole Proprietor or single-member LLC, you’re likely paying a hefty 15.3% Self-Employment (SE) tax on 100% of your profit. Electing S-Corp status splits your income between...
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Smart Accounting For Roseville Small Businesses in 2025

 Quick Summary: What Smart Accounting For Small Businesses Looks Like In 2025Call your CPA/tax advisor before making financial moves to avoid missed deductions or costly surprises… and ask your bookkeeper to prep clean, current numbers so that advice is...
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Click here to schedule a time to meet with us. We will NOT make dealing with a tax professional as painful as it’s been in the past!

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