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Tax

NUANCED TAX CONSULTING AND COMPLIANCE FOR A GROWING BUSINESS

From detailed recordkeeping to accurate reporting, our expert tax advisors will ensure that your business meets all compliance requirements — and fully leverages any incentives and write-offs. We thrive when advising on complex scenarios by providing expert advice with a personalized touch.

WHAT’S INCLUDED IN OUR TAX SERVICES?

We know that you have a busy schedule and that taxes can be confusing. We provide end-to-end tax services ensuring that you can pursue your business goals with both confidence and compliance.

When you work with Proseer, you avoid the headaches of tax management. No matter how complex, we provide detailed guidance, done-for-you tax filing, and strategic insights.

  • Free initial consultation
  • Upfront pricing
  • Free ongoing advice

We plan throughout the year and memorialize with annual compliance filings. Our expert tax team reviews your unique fact pattern and positions you for success while minimizing tax liabilities.

  • Form 1120 – US Corporation Income Tax Return
  • Form 1120-S – US Income Tax Return for an S Corporation
  • Form 1065 – US Return of Partnership Income
  • Form 1040 – Individual Income Tax Return
  • Form 990 – Return of Organization Exempt From Income Tax
  • State returns

We work with you in developing business and personal tax strategies to maximize both your tax savings and your after-tax income. We take an proactive approach with our clients and presenting opportunities for tax savings. Our team reviews accounts on a quarterly basis for and adjusts plans that may lead to better tax strategies.

Choice of entity and related tax elections are one of the most important decisions business owners make. We take the time to learn about your situation and then advise on which formation works best for the future of your business.

Nexus means “a connection to” and in the world of tax it refers to jurisdictions where you may need to file a tax return. We can determine where you are subject to sales tax and income tax and help understand the impact of starting to do business in a new state. The law on state and local tax is constantly evolving and we are here to guide.

Properly filing a sales tax returns can be complicated. We make sure you have the systems and processes in place to collect and remit sales tax with ease. 

It can be easy to focus solely on income tax. For high net worth individuals estate tax can become an important planning opportunity or pitfall. We work with you and your other trusted advisors to plan in advance for estate tax and implement strategies to reduce exposure. We also handle IRS Form 709 Gift Tax Return and IRS Form 706 Estate Tax Return filings.

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We can't say enough good things about the Proseer team. They continually go above and beyond and have operated as a true extension of our organization from the very beginning of our relationship. We simply couldn't do what we do without their expertise and they continue to be an invaluable resource to us as we scale up.

Jake Rothstein, Founder & CEO

UpsideHōM

We highly recommend Proseer. They provide an out of the box finance, accounting, and tax solution which gives us the information and insight we use to grow our business.

David Levine, Partner

Sanchez Fisher Levine LLP

Having been in a highly service oriented business for my whole career, my expectations have been high. As my primary accountant now for over 5 years, they have always been responsive to any needs or concerns I might have had.

Terry, Private Client

I am very organized in my professional life, but my personal life usually takes a back seat to work, making tax time stressful. Before getting started, Larry took time to learn about our families financial history so he could organize a list for us of what we'd need to provide him. He then helped us track down all of the appropriate documents in an organized way using a secure and easy to navigate portal, which made the process easy. After he completed the tax return, he took time to thoroughly answer all our questions and to explain the logic behind how it was calculated so we felt comfortable before it was filed. I highly recommend working with Larry on your personal taxes. He's extremely knowledgeable, professional and easy to work with.

Jason, Private Client

Unflappable manner, 24/7 availability, immediate response and steady, positive, solution oriented attitude are perfect for the type of work and service they provide. Their impressive use and familiarity with technology solutions and capabilities is a real plus as well.

Paul, Private Client

Larry is an integral part of our family's financial team and is our go-to person for any questions relating to the best strategy for structuring and saving our money efficiently. His knowledge, dedication, and support give us the confidence to execute on our financial and tax plans, whether it be for our business or for our personal finances.

Jordan & Jessica Fishfield, Entreprenuer and Big Law Litigator

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