streamline finance
Accounting, Tax Planning & Finance
Streamline Finance provides an array of financial services. This includes everything from full tax services – planning, preparation & consulting; to end-to-end accounting, bookkeeping and payroll management.
Tax Planning & Consulting
tax planning & preparation
With our deep understanding of tax legislation, we uncover unseen liabilities, help you structure your business to minimize your tax burden, and identify ways to reduce your tax burden across the board.
Estate & Trust Tax Preparation
The most effective way to protect your estate is to plan for it now. Streamline Finance works hand-in-hand with your legal counsel to structure your estate the right way, so that it transitions smoothly to your heirs – with minimal tax burden.
Business Entity Selection
When it comes to taxes, the entity you select has enormous implications for both your tax and financial liabilities. We help you select the right entity type, address key financial issues and advise you on your liabilities as your business grows and evolves.
IRS Representation
We bring years of experience to ensure that you’re properly represented for both federal and state tax issue. We work directly with the IRS and state tax officials to make sure that any issues are resolved swiftly and smoothly.
Accounting & Bookkeeping
Bookkeeping
We maintain day-to-day transaction records and manage all reconciliations. We also track and record both accounts receivable and accounts payable – on a weekly, monthly and quarterly basis. Finally, we implement a cloud-based solution to manage all of your payroll and tax needs.
accounting
Each engagement starts with an examination of your books to make sure everything is filed properly and up to date. Once we’re up and running, we maintain a consistent system for managing your books, handle all employee taxes, and prepare summaries of employee wages and taxes.
payroll
Streamline Finance provides efficient payroll management. We begin by auditing your payroll, so we can then implement a system to streamline it. We seamlessly handle both direct deposit and check signing; the preparation of certified payroll; multi-state payroll; and the filing of state and federal payroll taxes.
Expense & P/L Analysis
We analyze both your expenses and profit & loss to understand how and where your practice is spending its money. Then we implement a tax strategy and bookkeeping system to minimize expenses, enhance profitability and manage your liabilities across the board.
Talk to us about Streamline Finance today and see how we can reduce your costs and grow your bottom line.