Restaurants & Food Services
A busy kitchen needs a tax plan that can keep up. Prepare for seasonal income, payroll and tip reporting, eligible operating costs and major equipment decisions.

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 keepFood & beverage purchases
Kitchen supplies & equipment
Rent & utilities
Payroll & employee benefits
Delivery & processing fees
Licenses, insurance & marketing
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
Plan around seasonal sales, staffing changes and major kitchen investments.
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.
Restaurant income tax preparation
Review POS and platform summaries, fees and business costs for the applicable income tax return.
Food costs & equipment tax review
Review product costs, supplies and capital purchases so different spending receives the appropriate treatment.
Payroll & tip tax guidance
Review payroll and applicable tip reporting requirements based on how your restaurant team is paid.
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 ↗- POS & delivery-platform reports
- Food purchases & inventory records
- Payroll & tip information
- Equipment, lease & license 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.



