Small to Medium Sized Business Accounting

Step 1: Initial Consultation

Our journey kicks off with an initial consultation. Here, we seek to understand your specific business needs, the industry you operate in, your business structure, and the unique challenges you face. We carve out a tailored strategy, keeping your business needs at the core.

Step 2: Gathering Information

Next, we gather all necessary information and documents. These can include but are not limited to income and expense reports, payroll data, and records of estimated tax payments made. We’ll provide a checklist to ensure no document is overlooked.

Step 3: Compliance Review
Our team will then conduct a compliance review to evaluate your current tax situation. This review ensures that your business meets all federal and state guidelines, and timely identifies any potential risk areas.
Step 4: Form Preparation
Once we’ve gathered all necessary details and conducted a compliance review, we’ll start preparing the necessary forms like W-2, 1099-MISC, 1120S, 1065, 1040, 1120, and any other necessary forms based on your specific situation.
Step 5: Review and Approval
After the tax forms are prepared, we provide you with a detailed review of the returns. We explain our calculations, how we’ve optimized deductions, and ensure you understand every aspect of your return. Once you approve, we proceed to the next step.
Step 6: Filing
We take the stress out of filing by managing this step for you. We will electronically file your taxes with the IRS and the Texas comptroller as applicable. This ensures a quicker response and faster processing of any potential refunds.
Step 7: Post-Filing Support
Our relationship doesn’t end after filing. We offer year-round support to address any questions or concerns that may arise. We also provide guidance on tax planning strategies for the upcoming year.
Agile Income Tax LLC is more than just a tax service. We are partners in your business journey, committed to providing expert, hassle-free tax and accounting solutions that let you focus on what matters most – running your business.

Ready to make your tax compliance process simpler and more efficient? Contact ustoday and let’s get started. Get ahead on your taxes with Agile Income Tax LLC. Your business will thank you!