March Tax & Accounting provides tax, accounting, and outsourced CFO services. We specialize in income tax return preparation and planning services for individuals and small businesses at reasonable rates. We also take great pride in helping clients strategize to minimize their tax liability whenever possible.
During our peak season of February through April, tax return preparation is a priority. However, since tax planning is a continuous process, we are available year-round to meet our clients’ tax needs.
We deal with complex individual tax matters including diverse investments, multi-state issues, stock compensation, rental properties, sole proprietorships, flow through entities and more. Everything is managed through our secure online portal, including communication, tax organizers, tax documents, and more. We encourage an early start to the return preparation process. All returns with complete information to us by March 15th are finished by April 15th.
We have significant experience with tax planning and tax return preparation for limited liability companies (LLCs), partnerships, and both S and C Corporations. We can work in connection with your attorney to help you with your choice of business entity to maximize your tax savings while preserving your liability protection. We also provide full service bookkeeping and accounting, or alternatively, work to train you or a member of your team to manage yourself.
Our services include helping you with budget creation, cash flow management, senior-level financial decision making, creating a tax strategy, and reviewing all of your insurance policies in order to ensure that you are well-protected.