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TAX PREPARATION & FILING SERVICES

Let us focus on your tax returns while you focus on your business.

YOU ARE IN BUSINESS TO MAKE MONEY AND KEEP AS MUCH OF THOSE HARD-EARNED DOLLARS AS POSSIBLE.

Our team of tax accountants has focused solely on working with small businesses for over 15 years. Our goal is to minimize the amount of tax our clients pay and maximize all of the tax-related benefits, credits, and deductions available. Filing tax returns is hard. Filing tax returns for a business is complex and demanding. Let us focus on your tax returns while you focus on your business.

WHY WORK WITH AN ACCOUNTANT ON YOUR BUSINESS TAXES?

THE BETTER QUESTION TO ASK IS WHY NOT? TEAMING UP WITH A PROFESSIONAL TAX ACCOUNTANT OFFERS MANY BENEFITS:

  • Understand All of the Tax Laws

Alternative minimum tax, form 1040 schedules, and other tax things can make your head spin, but not ours. We’re pros, and we actually love this stuff. So, we’ll help make sense of it all and tell you exactly what you need to know.

  • Claim Available Tax Credits

Most businesses qualify for a variety of tax breaks. Our accountants can uncover these credits and help you claim them.

  • Pay Less Tax & Reduce Your Taxable Income

Everyone has skills and talent. Our’s are in accounting and tax. Yours are likely related to your business and what you sell or offer. Let’s work together and focus on our strengths. We got this! Our team is licensed, credentialed, and dedicated to helping you. We spend countless hours each year learning new skills to help our clients.

When filed correctly, your taxes can reflect your actual income and reduce your overall tax. So, whether it’s changing an entity status, reviewing expenses to verify what is deductible and what is not, or thoroughly reviewing your financials and the available tax credits and deductions for the year — whatever you need, we’re here to maximize every possible expense and deduction and also take advantage of any tax credits that may be beneficial.

We know you have a lot on your plate, so we will always keep you updated and ensure you know exactly where you stand with our proactive approach. Our planning process will reduce any stress or financial burden as much as possible.

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TAX PREPARATION & FILING

You need to organize your tax documents, receipts, spreadsheets, etc. Once that is finished, it’s time to tackle your tax returns and the tax changes and updates for the year that may affect you.

Einstein said, “The hardest thing to understand in the world is income tax.” He might be right, but our team is dedicated to understanding and learning the state, local, and federal tax laws. We remove the pain and stress of tax filing for you. We take a proactive approach to tax and will work with you throughout the year to navigate through any tax or business changes that may take place.

AN ACCOUNTING FIRM CAN TAKE CARE OF YOUR TAXES IN FULL, LEAVING YOU MORE TIME TO WORK ON YOUR BUSINESS AND YOUR PASSION.

We’ll help you get the best deductions and effectively plan for future tax opportunities. After all, planning ahead makes it easier for you to get ahead!

WHERE DO YOU BEGIN?

Your documents are out of order, your tax status has changed, and you don’t even know where to start handling your taxes for the coming year. Don’t worry — our CPA tax preparation services can help.

With the right accounting strategies and planning, you can take care of this year’s taxes while also setting yourself up for success next year.

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WHEN YOU OPEN A NEW BUSINESS,

YOU HAVE TO MAKE MANY DECISIONS.

  • Will you have a storefront?
  • What will your online presence look like?
  • How many employees do you need?

One of the biggest questions to ask first is, “What type of business entity will it be?” We can help guide you to the correct answer for your situation.

Our team knows the ins and outs of business entity selection. We have helped every type of business establish themselves with the government, ensuring the best tax situation and legal status for their specific type of work. We can do the same for you.

YOU DESERVE TO KEEP AS MUCH OF YOUR MONEY AS POSSIBLE. TRUST LEVEL ACCOUNTING TO MAKE IT HAPPEN.

Tax season is challenging for every small business owner. The laws change every year, and it’s easy to miss deductions and credits. Our team of experts knows how to:

  • File your taxes correctly
  • Ask all the right questions
  • Collect the correct files to help you maximize savings
  • Guide you through tax preparation
  • Help you file your business taxes

FREE RESOURCE

Your Guide to Set Up Subcontractors the Right Way

Are you having trouble collecting information from your subcontractors? Download our “Subcontractor Checklist Packet” to know what you need from them for 1099’s, workman’s comp, and liability audits. We’ve even included a contract for reduced liability!

Justice Bragg

Business Development Specialist

At work, Justice is passionate about helping the team make decisions and connections that propel the business forward. He prioritizes client satisfaction by serving as a medium to facilitate communication to the proper channels making sure every issue is properly addressed.

Outside of work, Justice enjoys exercising by going to the gym and playing pickleball with his friends. He is a self-proclaimed foodie who can’t say no to trying a new restaurant, sometimes even immediately regretting it.

Zachary Williams

Staff Accountant

At Level Accounting, Zach is responsible for bookkeeping & payroll. He is dedicated to ensuring financial success for our clients.

Beyond the office walls, Zach’s weekends are filled with adventure, whether he’s exploring Florida’s hidden gems with his wife or battling it out in tournaments. When it’s time to unwind, you’ll find him at the movies or casting his line out for a relaxing fishing session.

Melanie Jerome, MBA

SENIOR STAFF ACCOUNTANT

Meet Melanie J, one of our senior staff accountants! Melanie ensures your financial health with precision and expertise. Beyond the office, she’s a true crime enthusiast who loves traveling and outdoor adventures. Whether she’s balancing books or exploring new trails, MJ’s dedication and skill set the standard for excellence in our team.