Our Tax Preparation Services Exceed XPECTations.
XPECT provides tax preparation and filing services across a range of business tax categories, including federal and state income taxes, payroll taxes, state and local sales taxes, and other local taxes such as food and beverage taxes. Ancillary services to our tax preparation and filing services include tax notice response and calculating and managing estimated tax payments for the business.
XPECT’s Tax Services
Tax Advisory Services
Nexus Reviews
Nexus refers to the requirement to file in a particular jurisdiction. A business may have income tax nexus, sales tax nexus, or both. A nexus review with XPECT involves looking at your business and business activities to determine the states and jurisdictions where the business may have income tax or sales tax nexus. If filing is required in a jurisdiction where you were previously not filing, we will assist you to register and begin filing.
Tax Planning
XPECT tax planning services are designed to help you minimize your tax burden over time. Our service begins with an evaluation of your existing tax position and a review of current tax law to identify ways to legally reduce or defer taxes. We discuss and review our findings with you and provide services to assist you with implementation of the tax plan once a strategy has been selected. This service may be bundled with our business or individual income tax services.
Compliance Services
Business Income Tax
XPECT prepares business tax returns for all entity types. We also assist you to respond to tax notices and will calculate any required estimated tax payments during your fiscal year. In addition, we will prepare and file FINCEN Form 114 Report of Foreign Bank and Financial Accounts, if required for the business’s foreign bank accounts.
Individual Income Tax
XPECT prepares and files your federal and state individual income tax returns. This service includes assistance with tax notices and, if required, calculation of estimated tax payments. This service may be bundled with our tax planning services.
Payroll Tax
XPECT prepares and files payroll tax returns for your business. This service includes Form 1099 preparation and filing at the end of the tax year. This service may be bundled with our payroll processing services. In addition to preparing and filing your payroll tax returns, we will assist you to respond to tax notices.
Sales & Use Tax Filing Services
XPECT prepares and files sales tax returns for your business. In addition to processing your returns, we will assist you to respond to tax notices.