Smarter Tax Solutions. Seamless Execution.
Our tax services are designed to function as a natural extension of your firm—confidential, compliant, and efficient. Whether it’s peak season prep, estimated tax calculations, or regulatory filings, TAAS ensures everything is handled with care and precision behind the scenes.
Tax Support Tailored to Every Client Type
We customize our tax and compliance services to fit the specific needs of each segment we serve—from SMBs and nonprofits to CPA and RIA firms. Through our TAAS model, we provide accurate, confidential, and timely tax solutions that operate under your brand. Whether it’s filings, planning, or compliance, we scale with your practice and keep you one step ahead.
We provide accurate and personalized tax preparation for individuals, ensuring compliance while maximizing deductions and minimizing tax liability. Whether you’re a W-2 earner or managing multiple income streams, we simplify your filing experience.
- Preparation of Form 1040 and all relevant schedules
- Itemized deductions, credits, and investment income reporting
- Year-round support for tax planning and estimated payments
Why It Matters: Timely, well-prepared returns reduce the risk of IRS issues and uncover valuable savings opportunities. We help individuals file with confidence and clarity.
From sole proprietors to corporations, we offer complete tax support to ensure accurate filings, proactive planning, and ongoing compliance for your business.
- Tax preparation for Schedule C, 1120, 1120S, and 1065
- Quarterly estimated tax calculations and compliance
- Business-specific deduction optimization and year-end planning
Why It Matters: Proper tax handling allows you to focus on growth, not paperwork. Our services ensure you stay compliant while keeping more of what you earn.
We help nonprofits meet IRS and funder requirements through accurate filings and strategic guidance aligned with your mission and structure.
- Form 990 preparation and e-filing
- Guidance on unrelated business income (UBI)
- State charitable registration and compliance support
Why It Matters: Staying compliant preserves your tax-exempt status and builds donor trust. We help you avoid penalties and stay audit-ready year-round.
We provide comprehensive tax filing and compliance services for trusts, ensuring fiduciary duties are met with precision and timeliness.
- Preparation of Form 1041 and Schedule K-1s
- Income distribution and deduction tracking
- Coordination with trustees and estate planners
Why It Matters: Trust tax rules are complex and high-stakes. We help ensure compliance while protecting beneficiaries and preserving estate plans.
Compliance Services
At TAAS, we go beyond basic filings to provide strategic tax and compliance management that supports your firm’s advisory goals. Whether you’re assisting startups, established businesses, or international entities, our services are built to scale with your clients and keep their operations tax-efficient and fully compliant.
Services
Choosing the right entity type is foundational to your legal, tax, and operational strategy. We help you form and structure your business with clarity, compliance, and long-term scalability in mind.
- We guide you through entity selection—LLC, S-Corp, C-Corp, or Partnership—based on your business goals and tax profile.
- We prepare and file formation documents with the appropriate state authorities.
- We help set up EIN registration, initial resolutions, and operating agreements.
Why It Matters
The right structure reduces tax burden, limits liability, and positions your business for sustainable growth from day one.
Every business entity needs a reliable registered agent to receive legal documents and stay in good standing. We act as your official point of contact, ensuring nothing slips through the cracks.
- We receive and forward state and legal notices on your behalf.
- We help you maintain compliance with annual reports and deadlines.
- We provide privacy, continuity, and multi-state agent coverage if needed.
Why It Matters
Missing a legal notice or compliance deadline can lead to penalties or administrative dissolution—our service keeps your business protected and active.
Sales tax compliance is complex and constantly evolving across jurisdictions. We help you stay ahead with accurate registration, reporting, and remittance services tailored to your sales footprint.
- We register your business in applicable states and localities.
- We track taxable sales and calculate liabilities accurately.
- We prepare and file periodic returns and ensure timely payments.
Why It Matters
Incorrect or missed sales tax filings can result in costly penalties. Our team ensures you meet all sales tax obligations confidently and on time.
Expanding across borders or managing foreign interests requires specialized compliance expertise. We support international filings, disclosures, and structuring to help you stay globally compliant.
- We assist with FBAR, FATCA, and other foreign asset reporting requirements.
- We provide guidance on inbound/outbound entity structuring and tax treaties.
- We help coordinate with foreign accountants and advisors to streamline global compliance.
Why It Matters
International non-compliance can trigger serious regulatory action. We help you manage risks, reduce exposure, and stay aligned with U.S. and foreign reporting obligations.
Why Firms Choose TAAS
TAAS is your fully white-labeled, scalable back-office platform — designed to help you grow without expanding your internal infrastructure.
Trusted Tax & Compliance Support for Growing Firms
Enhance your firm’s capacity with a reliable partner that delivers accurate, timely, and white-labeled tax and compliance services—designed to uphold your standards while reducing operational burden.
Let’s form a scalable, safe, and strategic partnership.
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