100% of scheduled filings prepared or submitted by the agreed-upon deadline.
Sales tax payable reconciled to supporting reports each filing period.
W-9 documentation collected for applicable vendors before year-end.
1099 vendors reviewed quarterly rather than only during January.
Reduction in year-end requests, missing documents, and preventable tax adjustments.
Clear tracking of upcoming compliance deadlines.
Key components
Sales and use tax reporting.
1099 vendor tracking and preparation.
W-9 collection and review.
Payroll-report coordination.
Tax-payment and liability reconciliation.
Year-end financial package preparation.
Supporting schedules for the company’s tax accountant.
Coordination with outside tax professionals.
How our service works?
process
1.Compliance review
We identify the company’s applicable reporting obligations and filing frequency.
2. Information setup
Tax agencies, reporting periods, vendor documentation, and accounting accounts are reviewed.
3. Ongoing tracking
Taxable sales, exempt activity, contractor payments, and related liabilities are monitored throughout the year.
4. Period-end reconciliation
Accounting balances are compared with sales, payroll, or vendor reports.
5. Client approval
Filing amounts and payment requirements are presented for review when applicable.
6. Filing or tax-accountant coordination
Reports are submitted within the agreed scope or provided to the appropriate tax professional.
7. Documentation
Copies of reports, confirmations, and supporting schedules are retained.
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