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Bookkeeper deep in thought, pencil ready to make adjustments

 Business Tax Advisory & Preparation — Virtual, Nationwide, Reliable

Navigating Complexity with Precision and Expertise

Business taxes shouldn’t be a guessing game. At Complex Accounting & Tax Solutions (CATS) we provide proactive tax planning, accurate filings, and state & local compliance—all delivered virtually across the U.S. Whether you’re a sole proprietor, S-Corp, partnership, or nonprofit, our dedicated tax team helps you minimize liability, avoid penalties, and stay audit-ready year-round.

Filling Out Tax Form
Team Portrait

Why Choose Us?

  • Proactive tax planning — reduce tax liability before filing season.

  • Full compliance — federal, state & local filings handled end-to-end.

  • Dedicated tax specialist — one point-of-contact all year.

  • Nationwide & virtual — seamless service regardless of state.

What we do

  • Tax Planning & Strategy
    Quarterly tax projections, credits & deduction identification, entity-level guidance, and cash-flow-friendly strategies to reduce year-end surprises.

  • Business Tax Preparation & Filing
    Preparation & e-filing of federal, state, and local business returns (1120 / 1120S / 1065 / 941 / 940 / state corp & partnership returns).

  • Estimated Payments & Cash-Flow Management
    Quarterly estimated tax calculations, payment scheduling, and reminders to avoid underpayment penalties.

  • State & Local Compliance (Sales, Use & Payroll Taxes)
    Nexus assessment, register for sales tax where required, manage filings, and coordinate payroll tax compliance.

  • Tax Notices & Controversy Support
    We respond to IRS & state notices, prepare responses, represent your business in communications, and assist with penalty abatement requests.

  • Specialized Support for Nonprofits & Tax-Exempt Entities
    Form 990 guidance, unrelated business income (UBIT) support, and fund-restricted reporting advice.

Transparent, value-driven tiers. All plans are virtual and include a dedicated tax specialist.

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Note: These are example starting prices — adjust to match your actual pricing strategy.

OUR PROCESS

INITIAL CONSULTATION & DOCUMENT COLLECTION

  • Initial Consultation: Understand your business structure, financial situation, and specific tax needs.

  • Document Collection: Gather all necessary financial documents and records (e.g., income statements, balance sheets, previous tax returns, receipts, and invoices).

REVIEW & PLANNING

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  • Bookkeeping Review: Ensure accuracy and compliance of your financial records.

  • Quarterly Estimated Tax Calculations: Calculate and provide guidance on quarterly estimated taxes.

  • Strategic Tax Planning: Develop long-term tax strategies to support business growth and sustainability.

PREPARATION & COMPLIANCE

  • Tax Credits and Incentives: Identify and apply for relevant tax credits and incentives

  • Tax Return Preparation: Accurately prepare and file your federal and state tax returns.

  • Tax Compliance Review: Ensure compliance with all tax regulations and identify potential issues.

Support and Analysis

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  • Audit Support: Provide assistance and representation in the event of an IRS audit.

  • Comprehensive Financial Analysis: Analyze financial performance and tax implications.

  • Ongoing Support: Provide continuous support and advice throughout the year.

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