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Say goodbye to tax season stress with an easy-to-follow plan.

Filing taxes shouldn't be a year-end scramble, where you're searching for documents and trying to remember what happened eight months ago. At Basswood, we take the mystery out of taxes by developing a tax strategy that aligns with your business goals (before deadlines arrive). With proactive guidance and year-round insight, we help you plan ahead, minimize surprises, and file your taxes with confidence.

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When the deadline arrives, it's too late.

Most small business owners don't think about taxes until it's too late. Without a plan, they're left with uncertainty, unexpected bills, and last-minute stress. By opting to do it yourself or by hiring a disconnected tax preparer you risk missed deductions, penalties, and underpaid estimates. You deserve a better experience—one where your tax strategy is built into your business operations—ensuring the best results.

Stay Ahead of the IRS

You can avoid surprise tax bills by knowing what you owe before the IRS does. Quarterly tax payments are more affordable and have less impact on cashflow. We calculate your estimated tax payments throughout the year, helping you plan and save accordingly. 

Peace of Mind at Tax Time

For many small business owners, uncertainty about filing deadlines, forms, and tax liabilities causes a lot of stress. By engaging throughout the year to track activities and collect necessary documents, you can rest easy knowing your tax filing process will be stress-free.

Proactive vs Reactive

Because your success is our success, we don't just file—we advise. Our tax professionals work with you to design a custom strategy that minimizes liability, maximizes deductions, and supports your long-term business goals. 

Personalized Planning Just for You

To get the best results, you need a tax filing solution that's custom fit. We review your financials throughout the year, assess potential liabilities, and update your plan based on the changes you experience.

All Things Considered

Understanding the full scope of your tax situation means a smooth filing process and more accurate results. We review your business structure and operations to ensure strategy alignment and help you make smart decisions as you grow.

Adjust as Your Business Grows

Your business is unique and ever-evolving. That's why one-size-fits-all tax strategies simply don't work. We tailor your plan and work with you to adjust strategies as your business grows.

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Building Your Business with Basswood

Small business owners often find themselves operating in multiple roles, juggling a variety of responsibilities, and unable to focus on what's most important. At Basswood, we strive to empower small business owners to do what they do best—build their business. By outsourcing your business's financial organization and compliance management, you gain financial insights that lead to informed decisions, more time to focus on the future of your business, and peace of mind knowing you have a financial partner you can trust.

Financial insights that lead to informed decisions
More time to focus on the future of your business
Peace of mind knowing you have a financial partner

Your Basswood Tax Preparer is On Your Side

As your financial partner, we are committed to supporting the growth of your business. Your dedicated Tax Preparer develops a deep understanding of your business to deliver effective tax planning and liability management strategies that lead to accurate and timely tax returns. They analyze your financial data and follow trends to provide you with the personalized guidance you need to achieve your goals, because your success is our success.

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What to Expect From Your Tax Preparer

  • Analysis of Profit & Loss Statements

  • Analysis of Balance Sheets

  • Analysis of Cash Flow

  • Customized Performance Reports and KPI Tracking

  • ​Comparison Reports and Trend Analysis

  • ​Tax Liability Assessment
  • Quarterly Financial Health Review

  • Personalized Tax Planning Guidance

  • Business Advisory Consultation

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Financial Solutions for Small Business

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