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Contact Us

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Large enough to meet your needs,
small enough to know your name.

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Business Structure LEARN MORE ››

The type of business along with your financial situation will determine which entity to use for a new business. Commonly, business owners must decide if their business will become a Sole Proprietor, Partnership, C-Corporation, S-Corporation, or an LLC. Our advisors show you the tax consequences of each business entity type, potentially saving you thousands of dollars in taxes. Our corporate specialist can then complete the corporate paperwork for your new business, check business name availability for the state you plan to incorporate the business, and obtain an EIN which is required by the IRS for every business.

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BookkeepingLEARN MORE ››

Proper documentation of business expenses and transactions are required by the IRS in order to take advantage of the numerous deductions available to business owners. Proper documentation will also protect your assets in the event of a lawsuit. By utilizing the Xero bookkeeping system we will help you stay organized and efficient all year long and have the financial tools you need to make better business decisions. You’ll know exactly where your money is being spent and how much revenue you are generating. We can either show you the ropes and get you started or we can take over and let you focus on growing your business.

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Payroll ServiceLEARN MORE ››

Big or small, if you’ve got employees, you need payroll. By integrating our payroll services with the Xero bookkeeping software we are able to seamlessly manage your payroll processing needs. We can calculate paychecks and tax obligations for each employee, direct deposit checks, and provide management reports. We will also take care of all the Federal and State filing requirements to ensure you are in compliance. At year end we can also provide 1099 and W2 reporting

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Tax PreparationLEARN MORE ››

Our Business & Personal Tax services are designed to meet your tax compliance and advisory needs, wherever in the country you’re located! Our tax professionals draw on their diverse perspectives and skills to give you a seamless service by building a sustainable tax strategy based on technical knowledge, combined with practical, commercial and industry knowledge. Our Business & Personal Tax services are designed to meet your tax compliance and advisory needs, wherever in the country you’re located! Our tax professionals draw on their diverse perspectives and skills.

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Tax PlanningLEARN MORE ››

Every new business must have a solid statement of purpose including an outline of how to fulfill a desired purpose and destination. This is why successful entrepreneurs, investors and funding sources think tax plans are a necessity in this day and age. Our in-house tax plan analysts will help you better understand the direction your business should be going. We also provide each tax plan with financial forecasting and marketing analysis to help secure a path to success. This way you can better understand where you are and more importantly where you are going.

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Business FundingLEARN MORE ››

A major problem for small businesses is lack of capital needed to keep their business growing strong. There’s a lot to know before you begin to apply for business credit, so we invested the time and resources necessary to develop a small business credit program that utilizes industry requirements, news and statistics to create a business credit profile for business owners successfully the first time. A major problem for small businesses is lack of capital needed to keep their business growing strong. There’s a lot to know before you begin to apply for business credit.

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Unlimited Consulting LEARN MORE ››

Communication is key – becoming a business owner does not mean that you become a tax and accounting expert at the same time. The good news is you don’t have to be. All of our packages include with them unlimited consulting via phone, email or good old face-to-face. At Elevation Tax we understand communication between a business owner and their team of accountants is critical to success and that’s why we include unlimited consulting with all our packages.

We look forward to working with you.

If you are looking for a blend of personal service and expertise, you have come to the right place! We offer a broad range of services for business owners, executives and independent professionals. Our rates are affordable. We are experienced and we’re friendly. Please call or email us for a free initial consultation.

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