Comprehensive support for organizing your financial records, identifying tax strategies, and ensuring compliance—all while coordinating with your CPA or tax professional.
We begin by reviewing your company’s financial records to assess your tax situation and identify eligible deductions and credits. During the initial consultation, we discuss tax strategies and compliance needs to prepare for filing.
Our team collects and organizes all necessary financial documents needed for tax filing, such as income statements, expense records, and receipts. We ensure that everything is properly prepared for a smooth tax submission.
We help identify legal tax deductions and credits to minimize your company’s tax liability. Our advisors work with you on tax-efficient strategies for both the current year and future planning.
Before submission, we conduct a thorough review of your tax forms and documents to ensure compliance with Florida tax regulations. We make sure everything is ready for final submission to a CPA or tax preparer.
We act as a liaison between your company and your CPA or tax preparer, ensuring smooth communication and accurate filing. We provide all necessary documentation and assist with any questions related to your financials.
To keep you compliant throughout the year, we assist in calculating and preparing quarterly estimated tax payments. We ensure timely submission and adherence to IRS and Florida tax rules.
We offer continuous support throughout the year to maintain tax compliance. Our team provides updates on changes to tax laws and ensures that your business remains compliant with ongoing requirements.
At CGB Balanced, we help you navigate the complexities of tax preparation and compliance, providing the support needed to stay on top of your tax obligations with confidence.
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