Beyond Prepared®

Tax Preparation

Tax Planning

Do you have a 1-2 year plan or a 3-5 year plan?

Have you thought of your business exit strategy?

As a Certified Tax Planner, our firm is equipped with the tools, expertise, and strategic insight necessary to design a tax plan that not only complies with current regulations but also optimizes your financial opportunities. We delve deep into the nuances of your financial situation to identify effective tax-saving strategies tailored to your unique circumstances. Our proactive approach focuses on maximizing your savings, minimizing your liabilities, and ensuring you benefit from all available tax incentives and deductions. By partnering with us, you're choosing a path that leads to substantial tax savings, empowering you to reinvest those savings into what matters most to you or your business.

Tax preparation is necessary but can be equal parts confusing and stressful. Whether you are closing the books for your business year or looking back at the tax year for all your tax events and documentation, tax preparation can be challenging and burdensome.

We understand, and our mission is to reduce the time commitment and stress of tax compliance by delivering a tailored experience that meets the needs of each business and individual. By collaborating and corresponding with you, we identify the needs of the business or individual and create a preparation plan. We can start by gathering information based on your level of tax sophistication—from step-by-step guidance to utilizing prepared financials. From there, the documents are organized, support is prepared and calculated, questions are addressed and documented, tax forms are prepared and reviewed, and finished off with signatures and filing.

Payroll

Do you have a Payroll question?

Maybe you missed a filing or need to setup payroll for a new S-Corporation?

If so, we pride ourselves on our robust partnerships with leading payroll service providers, which empower us to offer comprehensive payroll solutions tailored to your business's unique needs. By choosing us, you're not just getting a service; you're gaining access to a consortium of payroll experts committed to ensuring your payroll processes are seamless, compliant, and optimized for your business success.

Consulting

Do you have a tax or accounting question?

Maybe a question about budgeting, forecasting, or data modeling?

If so, we have the tools and experience to understand your unique tax, accounting, or business problem and start creating solutions to support your business success strategies.

Resolution

Have you received notices from the IRS or state tax authorities that you're unsure how to address?

Maybe you tried self-preparing in the past and do not understand what the IRS requesting?

If so, we understand that each tax issue is unique, and we are equipped with the knowledge and tools to address your specific challenges. Whether it's negotiating with tax authorities, setting up a payment plan, or finding other resolution strategies, we're here to help you regain your financial stability and peace of mind.

  • “Tim was a lifesaver. He helped get us organized and walked us through all the nuances of our new business.”

    —Paul R.

  • “Tim is a consummate professional, and working with him is a treat. He is highly communicative with a constant eye toward efficiency, problem resolution, and confidentiality.”

    —John W.

  • "Tim has been my accountant since 2018, and as my business has grown, Tim has consistently helped me to save as much money as possible every year. As a self-employed person with very complicated taxes, he has made dealing with the IRS as worry free as possible year in and year out. I would strongly recommend his services to anyone looking to simplify their tax experience."

    —George B.

  • "Tim is fantastic! He helped guide me, corrected past mistakes by my old accountant, and really took my personal and business needs into account."

    —Toni R.

  • "Tim makes filing and paying your taxes a breeze. He works tirelessly for you to make sure you are filing correctly and to save you money!"

    —Matt F.

  • "Tim takes care of every single detail of your entire IRS situation: income, cryptocurrency, and everything under the sun! He will make sure you pay the correct amount!"

    —Ray H.

See how Tim can help you.

There’s no commitment, pressure, or obligation.