Tax Services

Stay Compliant. Stay Confident. Every Tax Season.

Tax compliance shouldn’t be a scramble every filing season. Our tax services keep your business prepared year-round, so your filings are accurate, on time, and backed by financial records that actually support them.

We handle your tax preparation and planning so you can avoid surprises, reduce liability where possible, and focus on running your business with confidence.

What We Offer

Business Tax Preparation:

We prepare and file your federal and state business tax returns accurately and on time, based on clean, controller-reviewed financial records.
Sales Tax Filing & Compliance
We track your sales tax obligations across states and jurisdictions and manage filings so you stay compliant as you grow.

Tax Planning & Strategy
We work with you throughout the year, not just at filing time, to identify opportunities to reduce your tax liability legally and effectively.

Quarterly Estimated Taxes
We calculate and help you stay on top of quarterly estimated tax payments, so you avoid penalties and cash flow surprises.

Payroll Tax Compliance
We ensure your payroll tax filings and deposits are accurate and submitted on schedule.

Financial Reporting for Tax Readiness
Receive easy-to-understand reports that support your filings,

including:

  • Profit & Loss Statement
  • Balance Sheet
  • Depreciation Schedule
  • Tax-Ready Financial Package
  • Prior Year Comparison Report

Audit Support
If you’re ever audited, we ensure your records are organized and ready, and we support you through the process.

Year-Round Tax Guidance
We meet with you regularly to review your tax position and plan ahead, instead of reacting at year-end.

Why Choose Our Tax Services?

  • Accurate, on-time federal and state filings
  • Proactive tax planning, not just year-end filing
  • Reduced risk of penalties and errors
  • Clear visibility into your tax position year-round
  • Financial records that are audit- and tax-ready
  • Secure and confidential data handling
  • Scalable solutions for businesses of all sizes
  • Personalized support from experienced professionals

Who We Serve

We provide tax services for:

  • Small Businesses
  • Startups
  • E-commerce Stores
  • Retail Businesses
  • Professional Service Firms
  • Consultants
  • Freelancers
  • Real Estate Businesses
  • Healthcare Practices

Our Process

  1. Initial Consultation
    We learn about your business, current tax situation, and filing history.
  2. Data Collection
    Gather financial records, prior tax returns, and relevant supporting documents.
  3. Tax Review & Planning
    We review your financial position and identify planning opportunities before filing deadlines.
  4. Preparation & Filing
    Our team prepares and files your returns accurately and on time.
  5. Year-Round Support
    Receive ongoing guidance and quarterly check-ins to stay ahead of your tax obligations.

Benefits of Professional Tax Services

Professional tax services help you:

  • Avoid penalties and filing errors
  • Reduce tax liability through proactive planning
  • Stay prepared for quarterly and year-end deadlines
  • Improve cash flow through better tax timing
  • Reduce stress during tax season
  • Stay audit-ready year-round
  • Support long-term business growth

 

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What We Offer:

Multi-Channel Sales Recording:We accurately record sales, refunds, and fees from Shopify, Amazon, Etsy, WooCommerce, and other platforms you sell on.

Payment Gateway Reconciliation:We reconcile transactions from Stripe, PayPal, Amazon Payments, and other processors against your bank deposits to catch discrepancies early.

Inventory & COGS Tracking :We track your cost of goods sold and inventory valuation, so your margins reflect what’s actually happening in your business.

Sales Tax & Nexus Monitoring:We monitor where you have sales tax obligations as you expand across states and platforms, keeping your filings accurate and on time.

Platform Fee & Chargeback Management:Payment processing fees, marketplace commissions, refunds, and chargebacks are coded correctly, not lumped into a single vague expense.

Financial Reporting:Receive easy-to-understand financial reports, including: Profit & Loss Statement Balance Sheet Cash Flow Statement Channel-by-Channel Sales Report Inventory & COGS Summary

Monthly Bookkeeping:Keep your e-commerce books updated every month with consistent reconciliation and financial reviews.

Expense Tracking:Track and categorize advertising spend, shipping costs, and platform fees to simplify budgeting and tax preparation.

Why our accounting holds up

Most bookkeepers reconcile and move on. We add accountability.

  • Controller oversight:
    A dedicated controller reviews every transaction across your sales channels and signs off on the close, so Shopify, Amazon, and Etsy numbers are accurate from day one—not just data entry.
  • Controller-reviewed close:
    Multi-channel sales, platform fees, and payouts are reconciled on a steady monthly cadence, with your books closing in 10–15 days so you’re never working from stale numbers.
  • Your platforms, your data:
    We work inside the tools you already use, connecting directly to Shopify, Amazon, Etsy, WooCommerce, and your payment processors. Nothing is locked behind a proprietary system.
  • Scope that scales with your channels:
    Adding a new sales channel? We connect it and fold it into your monthly close without missing a beat, scaling from bookkeeping alone up to full FP&A and cash flow forecasting as you grow.
  • Predictable pricing:
    One flat monthly fee covers your controller, reconciliation, and reporting across every channel you sell on. No hourly billing, no per-platform surprises.

 Close the books, close the loop across every channel you sell on.

Measurable outcomes driven by controller-led finance

Frequently Asked Questions

Your dedicated controller and accounting team record sales, refunds, and fees across your platforms, reconcile your payment processors, track inventory and cost of goods sold, monitor sales tax obligations, and deliver monthly reports including a channel-by-channel sales breakdown.

We work with Shopify, Amazon, Etsy, WooCommerce, and other e-commerce platforms, connecting each one into your monthly bookkeeping and reconciliation process.

Yes. Multi-channel reconciliation is core to what we do. We match transactions across every platform you sell on against your bank and payment processor, so nothing slips through the cracks, and your reporting shows performance by channel.

Payment processing fees, marketplace commissions, refunds, and chargebacks are coded correctly and specifically, not lumped into one vague expense line, so your true margins are visible.

No. We work inside the tools you already use, including your existing store platforms, payment processors, and QuickBooks. Your data stays in your systems; nothing is locked behind a proprietary tool.

Ready for books you don't have to double-check?

One flat fee. A dedicated controller. Real-time insight into your numbers. Talk to an AlphaZ International advisor and see what controller-led accounting looks like for your business.