RU
UAFinance & Accounting
Give your own business a tax strategy as focused as the service you provide. Coordinate business returns, owner income, estimated payments and payroll obligations.
Built around the way you work.
WHO WE HELP
Built around the way
you do business.
Whether you work independently or lead a growing team, we start with your business model, your records and your goals.
COSTS WORTH A CONVERSATION
Your everyday costs. A clearer tax picture.
These are common costs to review with us. We help separate business expenses, inventory and assets so they receive the appropriate treatment.
See what records to keepProfessional software & data
Licenses & continuing education
Professional liability insurance
Office & communications
Marketing & referral programs
Employee wages & benefits
Contract labor & subcontractor services
Examples for discussion. Eligibility, business use, documentation and tax treatment must be reviewed for your situation.
HOW WE HELP
Tax planning first.
Support through the year.
A plan before decisions. The right returns when it is time to file.
Year-round tax planning
Review owner compensation, entity structure and the timing of business income and expenses.
Tax preparation & filing
Prepare applicable business returns and coordinate owner-level tax filings based on your entity, activity and supporting tax documents.
Payroll & contractor tax reporting
Support payroll, payroll tax filings and applicable contractor tax reporting. The right treatment depends on the working relationship and relevant requirements.
Fee & commission tax review
Review fee and commission statements alongside the business income reported on your returns.
Entity & owner compensation review
Coordinate your business tax structure with owner compensation and applicable filings.
Professional expense review
Evaluate software, licensing, education and outside-service costs with the documentation that supports them.
A SIMPLE PLACE TO START
Bring the records.
We’ll bring the questions.
Our intake questionnaire and a few focused follow-up questions help us identify the documents your business needs.
Already a client? Use the secure portal ↗- Fee & commission statements
- Entity & ownership records
- Payroll and contractor reports
- Software, license & insurance invoices
Your situation is one part of the picture.
Your industry shapes your business. Your income, family and plans shape the rest of your tax picture.
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