SMB Services

smb-logo

Tax Support

Tax your patience no more – balance your books as you go.

Overview

SMB Services Tax Support services are designed to assist small and medium-sized businesses with seamless tax support and technical proficiency during tax season, ensuring that you are ready with the required documents needed for your CPA to file taxes.

Every client’s list of requirements for tax season is different. These include categories like personal, business, income, estimations and statements. The relevant forms comprise the declaration and documentation of income, W-2 for employment income and 1099-NEC to report non-employment income, amongst others. Based on your specific requirements, we provide you with the consolidation services needed to accurately file these returns.

Find tax support solutions with us, and put yourself in the best position to face tax season head-on with books confidently organized!

Financial-reports
form 2017
W2-Forms
Support-Documentation
Meeting-with-CPA
General-Journal-Entries

The SMB Way

We know the market we serve and the laws, requirements and regulations it must abide by. Based in California and trusted by CPAs and businesses alike, SMB Services is ideally situated to prepare your business for the tax season, collecting and organizing all the relevant data into the correct forms.

trust

Trust

Key Requirement

Requirements

Tax Services

Form Filling

Accuracy

Accuracy

Tax season comes around every year.

Make this the year you prepare and file in advance!

Our Process

Each account requiring tax support is an opportunity to organize, balance and prepare for optimized tax filing. Here is how:

Consultation Outsourced Bookkeeping & Accounting Icon

Consultation

Communicating requirements for forms and timelines

Proposal Outsourced Bookkeeping & Accounting Icon

Proposal

Presenting plans for deliverables followed by mutual agreement

data-transfer

Data Transfer

Transferring relevant information to SMB Services

Implement Outsourced Bookkeeping & Accounting Icon

Implementation

Executing agreed upon plans according to the set timeline

follow up

Follow-up

Delivering on decided deadlines, conducting regular accuracy checks and keeping you up to speed

We Are Certified In
CMS