Tax Solutions that will minimize your tax liability and save you money
Our Tax Advisory team will simplify the burden of paying taxes
Tax Strategies That Really Work
We guide you through a full range of tax planning and preparation decisions with strategies that minimize your tax liabilities, maximize your cash flow and keep you on track to your financial goals.
Whether you are a LLC, C-Corp, S-Corp or general partnership, we can help you determine the best course of action to take throughout the year to factor in your Tax Strategy and planning. We focus on an integrated approach to ensure that all of the bases are being covered.
Tax planning can positively affect your bottom line and provides peace of mind with compliance to IRS regulations. Our strategic tax planning services help you reduce tax liabilities and ensure you take full advantage of your tax benefits.
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Business Taxes
Whether your growing company is structured as an LLC, C-Corp, S-Corp or general partnership, we understand the complexities of filing business taxes at the federal, state and local level.
Personal Taxes
Most business owners pay tax on the income from their business on their personal tax return. We take an integrated approach to ensure that our tax planning strategies are customized to your individual situation.
Franchise and Sales Tax
We handle other various other business tax compliance such as franchise taxes, sales taxes, and other reporting compliance required by small businesses.
Payroll Taxes
Our Payroll Tax solutions provide all of the necessary payroll tax reporting, filing and tracking that is required for compliance with local, state and federal taxing authorities.
We Make Your Life Easier
We get it…taxes are no fun. They can cause unnecessary stress in your life, both financially and emotionally. The tax code is complex, changes constantly, and each state has its own unique tax laws. Luckily, we love what we do, and it brings us joy to find out how to maneuver that ever-changing tax code to make sure you are not just compliant but planning accordingly throughout the year.
Our goal is to take this responsibility off your plate, maximize your refund or minimize your tax obligations every year. As Strategic Tax advisors, we don’t merely factor your business’s tax planning. We look at your business’s future and determine ways the tax nexus can actually serve your business. Our Tax Team will help you simplify compliance while maximizing your revenue and utilizing the tax code to your benefit.
Do My Taxes!
Let Us Deal With Your Taxes
To be honest, we really don’t think your business should give the government one cent more than they are due. With that in mind, we really dig in to ensure that you are getting the maximum deductions for your business and to reduce your overall tax liability as much as humanly possible.
UpLevel CFO gives you year-round tax strategies rather than simply year-end tax planning. Preparing for the tax season shouldn’t start in Q4. You should consider your strategy the second you finish your taxes. What are you doing to ensure you get all the tax breaks you deserve? We are here to take away the headache of business taxes so that you can feel comfortable going into tax season.
- Tax Planning and Strategy
- Business Tax Returns
- Payroll Taxes
- Franchise and Sales Tax
- 1099 Tax Reporting
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“The UpLevel CFO team is extremely versatile in their strategic approach to solving complex business problems."”
Kennedy Tan
