Tax Services for Businesses & Individuals
Performance Tax Group & Financial Services can help you with your tax information so you can avoid making errors that damage your business or cost you a heavy fine. Our team has the knowledge and experience to help you do your taxes right the first time.
Income Tax Returns
With our professional tax advice, you can maximize your income tax refund by using all of the deductions and codes that apply to you and your business. Don’t miss out on money you’re owed, and don’t risk making mistakes—let Performance Tax Group help!
Income Tax Planning
As much as we all want to avoid thinking about taxes, they don’t just go away. We will assess your specific tax situations and proactively create a plan for the tax season so you are prepared well in advance.
Sales Tax Services
We’ll help you stay compliant with state tax laws and avoid fines by setting up and accurately reporting your local and state taxes.
IRS Representation Services
If you receive IRS letters that you don’t understand OR you are the recipient of an IRS audit, we can help you secure the representation you need, navigate their complicated procedures, and resolve issues swiftly.
Business Payroll & Bookkeeping Services
Bookkeeping and payroll are vital tasks, but they can be time-consuming and frustratingly detailed. We provide payroll and bookkeeping services to speed up the process and accurately report financial statements, so you don’t have to worry about mistakes in your essential records. We can also help employers offer benefits to your employees.
Business Structure Services
We can help you start or upgrade your business entity, whether you’re an LLC, S. Corporation, C. Corporation, or partnership. Our team can help you build from the ground up or scale for growth while monetizing your business.
Individual Financial Services
We have extensive experience in reviewing estate and retirement plans. With our professional advice regarding wealth management, tax savings, and retirement readiness, you can feel confident in your financial goals for yourself and your loved ones.
Estate Planning
Meet with us to discuss your estate plan and how, based on your wealth distribution process, you can minimize taxes and fees. We also assist in creating and managing trusts, drafting wills, and setting up powers of attorney.
Retirement Planning
Set up a meeting with us anytime for On-The-Job Retirement Planning to discuss your opportunities and begin constructing a retirement plan. Our services include Roth IRA, Traditional IRA, SEP, and Simple IRA options. It’s never too early to plan for a comfortable future with strategic savings.
Insurance Services
Consult with our team to find the right coverage to protect your business and personal assets. We will help you choose the best insurance options to safeguard against potential risks and liabilities.