Business Tax &Accounting Management
Ongoing accounting and tax support for growing businesses—monthly bookkeeping paired with business and owner tax preparation, payroll support, and forward-looking tax planning.
Growing businesses and their owners who need dependable monthly bookkeeping paired with proactive tax preparation and guidance throughout the year.
Services may include
Monthly Bookkeeping
Monthly bookkeeping, reconciliations, and categorization based on records provided.
Business Tax Preparation
Federal and applicable state business income-tax return preparation when included in the engagement.
Owner Tax Preparation
Individual returns coordinated with the business.
Payroll Support
Owner payroll support and coordination through the client's designated payroll platform when included.
Tax Planning & Projections
When included, we prepare tax projections and estimated-tax guidance based on available information.
Estimated Tax Guidance
Estimated-tax calculations and payment guidance when included.
Exact services vary by client and are confirmed in the written engagement agreement.
From intake to year-end filing
Intake & Setup
We review current books, entities, and prior filings.
Monthly Bookkeeping Cadence
Reconciliations, categorization, and monthly close.
Tax Planning & Projections
When included, we prepare tax projections and estimated-tax guidance based on available information.
Year-End Filing
When included, business and owner returns are prepared and filed after the required information, approvals, signatures, and authorizations are received.
Examples of engagement deliverables
Depending on the engagement, deliverables may include:
Exact deliverables and reporting frequency are defined in the written engagement.
We work within QuickBooks/Xero and standard payroll platforms, or help set up the right stack for your business.
The services described on this page represent capabilities that may be available from X DIGIT. Exact services, deliverables, responsibilities, and fees are determined by the applicable written engagement agreement.
Need Tax & Accounting Support?
Let's discuss whether Business Tax & Accounting Management is the right fit for your business.
Schedule a Consultation