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UAProfessional Services
Put your expertise first, with a tax strategy working alongside it. Plan for business income, owner compensation, payroll taxes and payments to outside specialists.
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 & tools
Office & communications
Employee wages & benefits
Licenses & education
Insurance & professional fees
Marketing & business travel
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
Coordinate estimated taxes, owner compensation and entity decisions with the way your business earns income.
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.
Business & owner tax preparation
Coordinate business filings, pass-through income and owner-level tax responsibilities.
Owner compensation & entity review
Review business structure and how owners are paid within applicable requirements.
Professional expense review
Evaluate operating costs and payments to subcontractors and outside specialists for tax reporting.
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 ↗- Client invoices & contracts
- Bank and credit-card statements
- Payroll & contractor records
- Entity, license & software documents
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.
MORE INDUSTRY EXPERIENCE
