Tax Service

No, business taxes are part of our monthly accounting package and not a separate service. Monthly accounting is a well-beaten path to your best tax season. Plus, your annual tax preparation and filing fee is included in your set monthly accounting fee!

We will only prepare the personal taxes of our business clients. However, it will be charged on an annual basis, separately from your monthly accounting fee. The personal tax returns of a business owner are going to be more complex than those of an individual who does not own a business. A package for individual tax return forms can range from about $400 to over $1000. This is certainly not always the cheapest option, but it also includes:

• Full audit representation
• Support throughout the year
• An avoided headache of working with an annual tax accountant outside of CSI Accounting & Payroll

Yes, CSI offers agent-level representation in the case of an income tax audit. This is included in your monthly fee. The only time that we would charge for audit representation is if the audit is for a time period during which you were not our client. We will get power of attorney so we can work through the appeal process if we feel that they incorrectly made a determination. Almost all of these issues are resolved at the agent level and never need to go to tax court. If we’re preparing your monthly sales tax returns, we will also represent you in a sales tax audit.

Tax planning is so much more than tax preparation and filing, and your accountant holds much more value than the amount that they can save you in taxes. All year long, tax planning monitors your tax situation to help reduce the stress of tax season and legally minimize your tax liability. Your tax return only records history, but tax planning focuses on the moment.

A tax projection is a complex process of adjusting your last tax return for changes that you know are occurring in the current year, and these inputs are used to calculate your estimated tax return ahead of time. If an annual accountant is just comparing a prior tax return to this year's tax return, it's not a proper tax projection based on complete and accurate data.