Please be aware that if you will be actively working in your S Corporation the IRS requires you to pay yourself (as an employee of your own company) a reasonable wage for your services.
If you haven't already setup a payroll account and want our help setting it up and/or processing payroll, click the Payroll checkbox at the beginning of this form.
The following refers to existing businesses, as opposed to a new business registration.
We offer several one-on-one consulting and tax strategy courses designed to help individuals and business owners operate efficiently using best practices, stay compliant with IRS requirements, and take advantage of available tax strategies.
Holyoak & Company will contact you to further discuss the coaching courses you are interested in.
There's a big difference between tax planning and tax preparation. Tax planning must happen BEFORE year end, is proactive, and offers many opportunities for tax savings. Tax preparation is reactive, happens after year end, and when compared to tax planning, offers very limited opportunities for tax savings.
Many tax deductions are unavailable after 12/31. Tax projections offer an opportunity for proactively identifying and claiming tax deductions before year end.
Even if you're planning to prepare your personal tax return, if you are interested in tax strategies we'll need a copy.
We put extra effort into preparing your tax return to keep you from overpaying taxes.
We also compare our tax preparation fees annually to local and national averages and find that our fees are almost always at or below the average cost.
Knowing your numbers and understanding your financials are vital for growing your business. We help prepare your financials and, more importantly, help you interpret them to find opportunities for growth.
Bookkeeping fees for most of our clients typically range between $200 - $400/mo. We'll provide a quote upon learning more about your specific needs.
Payroll fees for most (but not all) of our clients typically range between $150 - $400/mo. We'll provide a quote upon learning more about your specific needs.
Our Accounts Receivable/Payable services are limited to tracking customer and vendor account balances and managing bill payments.
Note: We do not offer services to prepare invoices, collect customer payments, or submit customer deposits.
Thank you. We will contact you to provide a quote.
We offer formal valuations, i.e. a conclusion of value, not just a calculated value. Turn around time is usually 3 weeks.
Depending on certain circumstances, you may be eligible for a penalty abatement or an Offer In Compromise which can result in a significant reduction, or even complete elimination, of taxes owed.
We will contact you shortly regarding your tax resolution.
Please respond below regarding your compilation or review and we'll contact you to discuss your needs.
We are excited to serve you!
We collect payments electronically via ACH. To get started, please provide the bank account that will be used for payment.
PLEASE NOTE: We will contact you regarding fees before charging your account.