Services

Accounting & Bookkeeping Services

DATATAX can help you with your accounting and bookkeeping needs. Having well-organized and accurate financial records is essential for any successful business. DATATAX can assist you in preparing the bookkeeping for your business on a monthly, quarterly, or annual basis.

Tax Services

DATATAX takes a proactive approach to tax services. By keeping current on the latest tax laws and legislation, we are in a position to help our clients by identifying tax strategies to minimize both their current and future tax liabilities. Year-round, we service our individual and business clients by providing them with the taxation expertise and advice they need and deserve. Our tax services include, but are not limited to:

Tax return preparation & tax planning for:

Individuals

Corporations

Partnerships

LLCs & LLPs

Not-for-profit organizations

Tax authority representation

International Tax

State and local tax returns

 

Tax Preparation

Our experience, knowledge, and expertise in tax preparation and research enable us to accurately and efficiently prepare tax returns for different types of businesses and individuals. We take a personalized approach by guiding our clients through decisions and strategies that can help minimize their tax liabilities. We provide tax advice in a professional and understandable manner; making sure each client is taking advantage of any tax deductions and credits they are entitled to and is aware of any new tax laws and legislation that is applicable to them.

Tax Planning

DATATAX can help make tax planning part of your overall business and personal financial strategy. Businesses and individuals can utilize our knowledge and access to the most recent developments in tax laws to develop strategies to minimize their current and future tax liabilities. We prepare corporate and individual projections so that you can make appropriate decisions based on the amount of tax you owe.

Audit Representation and Tax Notice Response

Throughout our years of experience dealing with many tax authorities, we have achieved a level of competence that ensures our clients will be properly represented before various federal and state agencies. Our representation services include, but are not limited to, the following:

Internal Revenue Service (IRS) audits

Franchise Tax Board (FTB) audits

Employment Development Department (EDD) audits

Sales tax audits

Workers Compensation audits

State Board of Equalization audits

We also assist in responding to tax notices and will fight on your behalf to make sure you are not paying more than you are supposed to.

Payroll Services

DATATAX’s payroll services can help reduce the time spent on administration by setting up a payroll system that will facilitate processing and timely payment. We work hand in hand with our personal representative at the payroll processing company ADP who ensures our clients are treated and taken care of with the highest quality and standards.

Sales Tax Services

Many businesses are responsible for collecting and submitting sales taxes in many different vicinities. DATATAX can assist your company in the preparation of sales tax returns in an efficient and timely manner.  We also have experience in representing clients in sales tax audits.

Consulting Services

We gauge our worth by the personal and business successes of our clients. We provide year-round, comprehensive, flexible tax strategies and advice that address the issues affecting you and/or your business. The following are just a few of the areas in which DATATAX offers consulting services:

Business entity selection

Retirement planning

Foreign tax and reporting issues

Tax projections

Business Entity Selection

Choosing the right entity type for your business (i.e. C corporation, S corporation, partnership, sole proprietor, LLC, etc.) is a crucial decision that can have long-term tax and other implications. DATATAX can help in evaluating the positives and negatives of each entity type to help you determine what is the most advantageous form for your company.

New Business Incorporation Set-Up

DATATAX can assist you with the initial steps needed to open a new business.

Other Services

Due to our diverse client base, we have gained valuable experience over the years in numerous specialized areas and are able to provide additional services based on our client’s needs. We feel our ability to provide such a variety of services reflects our skillfulness and competency, as well as our overall dedication to client service. Some of the additional services we offer include:

 

Filing of non-filed tax returns and amended tax returns

Filing for Federal Employer Identification Number (FEIN)

Filing initial documentation for receiving Individual Taxpayer Identification Number (ITIN)

Filing of city business licenses

Filing for a ‘Doing Business As (DBA/fictitious business name)

Filing required documentation with the Secretary of State including a ‘Certificate of Good     Standing’

Foreign tax filings including FBAR reporting and ‘Application for US Residency Certification

Business property tax filings

Filing paperwork required to dissolve a business

Conversion of entity type (i.e. S corp to C corp)

This list of services is not meant to be all-inclusive. Please feel free to contact us if you have a tax or accounting service to discuss that you do not see listed here.