Our Services

Financial & Tax Services

Expert Tax and Financial Services for Businesses and Individuals

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We’re Here to Help!

Dealing with the intricacies of taxes and financial planning can be overwhelming, but Performance Tax Group can help. Our experienced team guides you through understanding complicated tax forms, planning for retirement, managing business transactions, handling payroll, and so much more. We simplify complex financial concepts, empowering you to make informed decisions and achieve your financial goals.

We offer a wide range of services to help you succeed financially. You can trust us to handle even the most challenging financial issues with ease.

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.

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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.

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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.

Business Financial Services

We know that running a business and supervising your operations takes all of your time and energy, which is why Performance Tax Group offers our services and the use of our professional financial advisors to help you save precious time, resources, and money.

Business Consulting

Our team will review the data of your potential transactions to provide you with the necessary financial perspective so you can make informed decisions that are optimal for your business.

Strategic Consulting Sessions 

We’ll give you the “How To” guidance for implementing effective systems and best practices in your business, helping you achieve long-term success and operational efficiency.

Buying & Selling Business Transactions

Our team can help you break down the finances involved in buying or selling a business and inform you of the tax implications and possible fees accompanying these transactions.

CFO Services

Identify opportunities to maximize profits through our financial analysis reports. Our team will review the entirety of your business operations to provide recommendations for ways to optimize your financial situation.

Business Structure

Identify opportunities to maximize profits through our financial analysis reports. Our team will review the entirety of your business operations to provide recommendations for ways to optimize your financial situation.

Individual Financial Services

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.

How to Get Started

Initial Consultation

We meet with you to understand your financial situation and goals. This helps us customize our services to meet your specific needs. 

Strategic Planning

Our team develops a financial and tax plan outlining strategies to maximize your income, minimize tax liabilities, and secure your financial future. 

Implementation

We help implement the plan, whether it’s setting up an accounting system, preparing your taxes, or planning for retirement. Our team completes everything efficiently and accurately.

Ongoing Support

We provide continuous support and monitoring to adjust your plan as needed, keeping you informed and prepared for any financial changes or challenges that arise. 

Review and Adjust

We regularly review your financial and tax situation to check that you are always on track to meet your goals. We will make adjustments as necessary to achieve the best results.

Frequently Asked Questions

Let PTG CARE for You

Contact us now to schedule a consultation and start building a secure financial future with our expert team. Let us help you achieve your financial goals with confidence.

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