Taxation Virtual Assistant

Tax Planning

We can provide guidance and advice on tax planning strategies to minimize tax liabilities. This may involve reviewing financial information, and suggesting taxefficient strategies.

Record keeping & Documentation

We can provide guidance and advice on tax planning strategies to minimize tax liabilities. This may involve reviewing financial information, and suggesting tax efficient strategies.

Communication with Tax Authorities

Our taxation virtual assistant can serve as a point of contact between the client and tax authorities. This may help respond to inquiries, address notices or correspondence from tax agencies, and assist in resolving tax-related issues.

Tax Advisory Services

Taxation virtual assistants do have expertise in providing tax advice and guidance beyond basic compliance.

Tax Deadlines & Reminders

We will help clients stay organized by providing reminders for important tax deadlines, such as filing dates and estimated tax payment due dates. This ensures that tax obligations are met on time.

Sales Tax Compliance

If applicable, our virtual assistant can assist with sales tax compliance, including registering for sales tax, calculating and remitting sales tax payments, and filing sales tax returns.

Payroll Tax Filings

A payroll tax support service can help with the preparation and filing of payroll tax returns. This includes filing federal and state payroll tax returns, submitting quarterly tax reports, and issuing W-2 forms to employees at year-end.