Legally minimize your small business tax liability by working with a monthly accountant to implement year-round strategy and prepare your annual taxes.
Businesses that don't work with a trusted tax accountant are often plagued by:
You only meet during tax season and are charged for calling.
You can't strategize with them year-round to minimize what you owe.
If you're not getting accurate projections, you won't know how much to save to pay your taxes on time.
On the other hand, here's what happens if you work with CSI.
Receive proactive advice and reach out at no extra fee.
Minimize what you owe with year-round tax strategy.
Get accurate projections and know what you'll owe in taxes.
Your best tax season - achieved through year-round tax strategy and a hands-off filing process - is part of our full accounting package. Monthly bookkeeping, financial statements, and advice give you expert insight into tax savings and business decisions. Plus, with so much time back in your hands, you have the power to operate and grow your business.
Will Dubois & Erik Dutcher, owners of D & D Autoworks in St. Louis Park
Matt Banker, owner of BankerCreative
Paul Jasa, owner of Jasa Enterprises of Minneapolis
When you follow these steps to partner with CSI Accounting & Payroll, you get to work on your business — rather than in it. That means having more time to work on growing your business and increasing your profitability instead of coordinating with the service providers who are supposed to be saving you time and effort.
Submit the consultation form, and an expert will reach out shortly to schedule time to meet.
Receive a customized quote based on your company’s accounting activity and the complexity of your financial statements.
Use the time you gained back to focus on growing and improving your business.
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:
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.
Pave your path to tax savings and confident business decisions. If you're ready to talk to an expert, schedule a consultation today!