Our Services
We provide bookkeeping, tax compliance, tax advisory, and payroll services. Continue reading to learn more.
Financial Solutions
for Your Business
At Tuliptree CPAs & Advisors, we provide comprehensive financial solutions to support your business at every stage. Our expert team is dedicated to delivering personalized accounting services that help you save time, reduce costs, and make informed financial decisions.
Bookkeeping
Tuliptree CPAs & Advisors provides meticulous bookkeeping services to help you stay organized and maintain financial clarity. Our dedicated bookkeeping team ensures that your records are accurate and up-to-date, so you can focus on growing your business with confidence. From monthly reconciliations to financial reporting, we keep your finances in perfect order.
Services Include:
- Monthly Financial Statement Preparation (Balance Sheet and Income Statement)
- Bank Account Reconciliations
- Credit Card Reconciliations
- Loan Amortization
- Monthly Fixed Asset Depreciation
- Assist with Chart of Accounts Setup
- Maintain General Ledger
- Prepare Monthly Sales Tax Returns & Remittance
- Expert determination and review of transaction categorization for all expenses to ensure compliance with IRS regulations
- General Business Advice
- Unlimited phone calls and emails to answer your questions
- 24/7 Online Access to Your Accounting Data
Tax Compliance
Navigating the complexities of tax regulations can be daunting, but our team makes it simple and stress-free. We offer full-service tax preparation tailored to your business needs, ensuring compliance and maximizing tax-saving opportunities. Whether it’s corporate tax filings or personal taxes, we’re here to help you keep more of what you earn.
Services Include:
- Estimated Payments
- Tax Projections (2x per year)
- Accurate and Timely Tax Returns
- Business Tax Return Preparation – Federal and State (S-Corp, C-Corp, Partnership or LLC)
- Business Owner’s Personal Tax Return Preparation – Federal and State
- IRS Issue Resolution
Payroll Services
Payroll shouldn’t be a hassle. We take the complexity out of payroll management with reliable, timely, and accurate services. Our team handles everything from wage calculations to tax deductions, ensuring your team gets paid on time while keeping your business fully compliant with payroll regulations.
Services Include:
- Complete Tax Compliance
- W-2 / 1099 Filing
- ACA Compliance
- Quarterly Tax Reporting
- Minimum Wage Compliance
- New State Regulations
- Prepare Quarterly Unemployment Tax Returns & Remittance
- Employee Self Service
- New Hire Onboarding
- Direct Deposit Updates
- Tax Updates
- Employee Info
- Time & Attendance
- Any device…anywhere
- Robust Payroll Reporting
- 300+ reports
Tax Advisory
Proactive tax strategies help clients build wealth, improve cash flow, minimize tax liability, and make informed financial decisions.
Steps in our Personalized Proactive Tax Strategy:
- Discovery Call:
- We learn about your entire financial situation and define your short-term and long-term goals.
- Tax Questionnaire:
- This is where you tell us your financial, business and investment goals and where your money currently goes. We’ll need copies of your most recent business and personal tax returns.
- Preliminary Tax Savings Presented to Client with Value-Based Fee to Complete the Full Tax Plan.
- Client Accepts Offer:
- Client pays in full for the tax plan.
- We Complete your Personalized Comprehensive Tax Plan:
- Our recommendations and action steps for implementation will be documented in writing for easy reference.
- Review Plan with Client:
- We will have a 90-minute meeting to walk through all aspects of the tax plan, the implementation steps, and answer any questions that you may have. Additional follow-up meetings can also be scheduled as needed.
Why Choose Tuliptree CPAs & Advisors?
Tuliptree goes beyond basic accounting; we’re a partner in your success. Our team is committed to helping you optimize your finances through tailored solutions that simplify your day-to-day operations. With our proactive approach, you’ll gain insights and strategies that enable better decision-making and long-term growth.
Schedule your free
consultation today
Want to know how Tuliptree CPAs & Advisors can help you? Schedule a free consultation online with our team and we can chat with you from wherever, whenever is convenient for you!