Personal
Tax
Personal tax compliance including
Tax return preparation
Audits and correspondence with IRS
Requests for 1099 and W2 transcripts
Accounting
Personal finance planning including
Bank account and credit card budget automation
Retirement saving allocation and account set up (IRA accounts)
Calculations providing the dollar amount to put away for taxes
Business
Tax
Business and entrepreneur tax returns and compliance
Business tax returns & quarterly estimates
Sales tax analysis and compliance
IRS controversy correspondence, representation, and audit defense
Entity selection (LLC, S-Corporation, and Partnerships)
Tax-savings planning
Accounting
Financial reviews and bookkeeping*
Expense and invoicing automation
Sales tax analysis
Point-of-sale and accounting integration
Review of books and records and bookkeeping
Financial Systems
Systems integration and automation
Accounting software implementation
Bookkeeping, account review, and category set up
Personal vs. business accounting analysis
Our community stories: the Creative Startup
Phalista hated going to her traditional tax preparer in Columbus, Ohio. She would have to physically bring in her documents and the preparer wouldn’t look at them for weeks!
With Tax Hack, she was able to have all the benefits of a streamlined online service: fast, hands-off, and effective. By providing her financial data to her tax pro, Tax Hack was able to prepare her profit and loss statement, balance sheet, and tax return, all within one week.