Our services

Tax planning

At Bestify Tax, we specialize in proactive tax planning, custom fit for every taxpayers' distinct circumstances. By diving deep into the tax code, we uncover legitimate avenues to save on taxes. Our strategy anticipates shifts, offering proactive solutions that optimize savings while adhering to evolving regulations. Some tax strategies are:

  • Appropriate entity selection
  • Maximize deduction/write-offs
  • Prepaid or deferment
  • Income splitting
  • Tax exempt investment
  • Retirement planning

Tax preparation

We are here to assist you in preparing your tax return with precision and compliance. Trust our expertise to navigate tax documentation efficiently, ensuring a smooth process from start to finish. We specialize in preparing:

  • Business tax (F 1120, F 1120S, F 1065)
  • Individual tax (F 1040, F 1040NR)
  • Estate & trust (F 1041)
  • Exempt Organization (F 990, F 990-PF)
  • Gift tax (F 709)

Tax resolution

We specialize in tax resolution service specializes in helping individuals and businesses resolve their tax problems with the IRS and states. By leveraging our expertise and knowledge of tax laws and regulations, we aim to alleviate the stress and financial burden associated with tax problems.

  • IRS notices and correspondence
  • IRS representation

Business bookkeeping

Our bookkeeping services are meticulously tailored to meet your needs, ensuring accurate financial reporting. As QuickBooks certified pro advisors, we’re dedicated to detail-oriented solutions delivered in a timely manner. Trust us to maintain your records with precision, providing comprehensive support for your financial success.

  • Industry specific chart of accounts
  • Periodic management reports
  • Yearly 1099 NEC/MISC reporting
  • Sales and use tax filing

Corporate payroll

Our payroll assistance ensures adherence to state regulations, seamlessly managing periodic reporting. We prioritize timely payment processing for employee satisfaction and promptly address any IRS or state inquiries. Trust our expertise to handle your payroll needs accurately, empowering you to focus on business growth.

  • Adherence to federal, state and local tax laws
  • Generation of accurate Form 941 and W-2 forms
  • Accessibility of payroll records
  • Assist in workers' comp audit

Virtual CFO

Discover our CPA firm’s virtual CFO services, delivering high-level financial reporting and strategic decision-making support. We help our clients drive the company towards enduring economic success and expansion by formulating financial strategies, monitoring cash flow, and assessing risks.

  • Cash flow forecasting and budgeting
  • Oversee financial reports
  • Ensure compliance with USGAAP

Other business services

Besides above prime services, we also offer other services related to financial needs and business operation like:

  • Business formation
  • Business dissolution
$1M+
Tax savings achieved

Helped clients save over $1 million in taxes through expert planning.

5K+
Tax returns filed

Successfully prepared and filed over 5000 tax returns for clients.

15+
Years of experience

Provided trusted tax guidance and support for over 15 years.

98.5%
Client satisfaction rate

Consistently achieved high client satisfaction ratings, exceeding 98.5%.

Serving businesses and individuals nationwide

Serving clients across the United States