BEST Tax + Accounting, LLC - (330) 220-6372
7003 Pearl Road, Middleburg Hts., Ohio 44130
Client Services

Tax & Accounting Client Services 

Our firm BEST TAX + ACCOUNTING offers a wide range of services to our individual and business clients. Being a relatively small firm, we are able to offer our clients personalized quality service. Below, we have listed the services that we offer to our clients along with a brief description.

As the list below is by no means all-inclusive, please feel free to contact us about a service if you do not see it listed.

Our Client Services

(Click Service Title For Details)

Accounting Services

Accounting Services

Providing financial information to our clients in a timely and accurate manner is a commitment that we feel cannot be compromised. Meaningful, well-organized financial records ensure that your business operations will run more efficiently on a daily basis. Our firm provides a full range of cost effective accounting services including the following:

  • General ledger & financial statement preparation
  • Bookkeeping (Monthly/Quarterly/Annual)
  • Accounting system setup for new businesses
  • Computerized payroll services
  • Business tax return preparation (Sales & Use/Business Property)
  • Personal financial statements
  • Litigation support

Bookkeeping/Write-Up

Meaningful, well-organized financial records ensure that your business operations will run more efficiently on a daily basis and are the foundation of a successful business. Our qualified staff can assist you with the day-to-day tasks associated with bookkeeping.

Financial Statements

We can assist you in the preparation of your financial statements in accordance with professional standards, but express no opinion or any other form of assurance on the underlying information included in them. The financial statements produced can be a useful tool for management for making financial decisions.

Cash Flow & Budgeting Analysis

A business can be profitable and still run into trouble due to cash flow issues. We can forecast and evaluate your company's financial condition, estimate financing requirements, and track cash-flow sources and uses.

Payroll

Payroll - Choice of Printed Checks or Direct Deposit

As a business grows, it must hire more employees, which can result in increased payroll administration. We can assist you in implementing the controls necessary to ensure a reliable, efficient, and effective payroll system. Our firm can also help you develop a payroll system and prepare all necessary payroll tax returns in a timely manner.

BT+A Payroll specializes in small business payroll services. Our easy to use payroll service saves your business 35%-50% over the large payroll firms!

Many of the national payroll provider's are not cost effective for small employers with 1-50 employees. We specialize in companies of this size, so we can save you 35%-50% over major payroll services companies.

Our system and customer service is designed for small companies like yours. Our un-paralleled service gives you the support and comfort you need to process your payroll. We make payroll easy for you.

BT+A Payroll's Small Business Services

But most importantly, we do not nickel and dime our clients with random charges, and we include the services below at NO ADDITIONAL CHARGE:

  • Easy account start-up and maintenance
  • Expertise with companies of 1 to 50 employees
  • Managed with the highest levels of data security and information protection
  • Printed Checks or Direct Deposit
  • No hidden fees - Flat rate
  • Personal one-on-one customer support, single point of contact
  • Paperless Payroll
  • Tax Filing Services
  • Clients typically save 35% to 50% or more

We make payroll easy for you.

If you are thinking about switching payroll services, now is the perfect time to explore how much money we can save you and your business. If nothing else, a quote from us will allow you to see exactly what you will be saving with this exciting new program.

Tax Services

Tax Planning

Tax planning is an essential element of the tax preparation process. By making tax planning part of your overall individual and/or business strategy, you can use our experience and access to the most current new developments in the tax laws to minimize both your current and future tax liabilities.

Tax Preparation

Our significant investment in computerized tax preparation and research software enables us to accurately and efficiently prepare returns for various types of entities including individuals, corporations, partnerships, trusts, estates, and not-for-profit organizations.

Tax Negotiation & Mediation.

We understand that dealing with the IRS/State can be a very time consuming and stressful experience, especially if you're negotiating an IRS payment plan. Our goal is not only to attempt to achieve tax debt relief and tax debt settlement at the lowest amount allowed by law, or a payment schedule that least disrupts your economic life, but also to reduce your anxiety and stress by having Tax Defense Partners deal and speak directly with the federal and state income tax agencies. We communicate and meet with them professionally, so you don't have to.

Tax Services

We prefer to take a proactive vs. reactive approach to tax services. By keeping current on new tax laws and legislation, we are in a position to identify key tax planning opportunities that minimize both your current and future tax liabilities. We provide our individual and business clients with the taxation expertise and knowledge that they deserve throughout the year. Tax services offered include but are not limited to:

  • Tax planning & return preparation
  • - Individuals - Corporations - Partnerships - LLCs/LLPs - Estates, trusts & gift - Not-for-profit organizations
  • Taxing authority representation
  • Divorce and support issues
  • Tax effects of buying/selling a business

Estate & Trust Tax Preparation

Effective estate and gift planning facilitates the orderly transfer of assets to your beneficiaries, provides security for your surviving spouse, and can reduce or eliminate the tax due on the transfer of your business and other assets. For business owners, providing for business continuity and succession of ownership is essential. We can guide you through the complex process of getting your financial affairs in order.

BEST Tax Resolutions

Is your life turned upside down because of IRS, or state, tax issues?

  • Tax Levies & Liens
  • Wage Garnishment
  • End Penalties & Interest
  • Tax Negotiation & Settlement

  • Reduce IRS Tax Debt
  • Resolve Back Taxes
  • IRS Audit Defense
  • Payroll Tax Negotiation

We Can Help !

The recently updated Fresh Start Program represents a significant improvement to the IRS’ previous Offer in Compromise program. If done correctly, you may be able to successfully settle your tax debt for significantly less than you owe. The chances of getting your tax debt forgiven are greatly improved with an experienced IRS profesional by your side.

We understand that dealing with the IRS/State can be a very time consuming and stressful experience. Our goal is not only to attempt to achieve a negotiated tax debt settlement at the lowest amount allowed by law, or a payment schedule that least disrupts your economic life, but also to reduce your anxiety and stress by having Tax Defense Partners deal and speak directly with the federal and state income tax agencies. We communicate and meet with them professionally, so you don't have to.

Sales Tax Services

Many of our clients are responsible for collecting and submitting sales taxes in many different vicinities. We can assist your company in the compilation of information and preparation of sales tax returns in an efficient and timely manner.

IRS Representation

During our years of experience dealing with many taxing authorities, we have achieved a level of competence that can ensure our clients they are being properly represented before the various federal and state tax agencies.

Consulting Services

Financial Planning

A properly structured financial plan enables you to face any financial challenge that may present itself at each stage of your life. Through the financial planning process, we can help you assess your financial needs and develop strategies that will enable you to achieve your goals and strengthen your financial security.

Retirement Planning

Successful implementation and periodic review of your financial plan will ensure financial independence during your working years and through your retirement years.

Investment Review

As you develop your investment strategy, we will act as your sounding board. We can help you build an investment portfolio that takes into consideration the impact of taxes and produces a favorable after-tax return.

Estate Planning

Effective estate planning facilitates the orderly transfer of assets to your beneficiaries, provides security for your surviving spouse, and can reduce or eliminate the tax due on the transfer of your business and other assets. For business owners, providing for business continuity and succession of ownership is essential. We can guide you through the complex process of getting your financial affairs in order.

Business Entity Selection

Choosing the form of entity of your business (e.g. "S" corporation, sole proprietor, limited liability company…) is a crucial decision that can have longstanding tax implications, positive or negative. We can assist you in evaluating the pros and cons of each entity type to help you determine the most advantageous form of business for your company.

Business Succession Planning

Effective coordination of the transition of your business to your successors is critical to ensure its continued success once you decide to remove yourself from the company's day to day operations. With a solid background in tax and other financial matters, we are fully qualified to address the complex issues of business continuation and can assist you in developing a strategically sound plan.

Pension & Profit Sharing Plans

Qualified retirement plans (e.g. defined-contribution or defined benefit plans, Keoghs, SEPs…) can provide significant tax advantages for closely held businesses and self-employed individuals. Our qualified staff can assist you in evaluating the type of pension plan that will best serve the retirement needs of you and your employees.

Other Services

Mortgage Banking

A mortgage loan is a loan secured by real property through the use of a document which evidences the existence of the loan and the encumbrance of that realty through the granting of a mortgage which secures the loan. However, the word mortgage alone, in everyday usage, is most often used to mean mortgage loan.

We are Mortgage Bankers - not brokers.  As a mortgage bank, we use our own money to fund the mortgage.

Visit us at: http://www.polarishomemortgage.com

Notary Public

Bring us your important documents to notarize.

Employee Benefit Plans

The accounting and tax issues involved with employer-provided benefit plans can be overwhelming. We can assist with the development, implementation and administration of your employee benefit plan.