Proactive Tax Planning

We offer business and personal tax planning and compliance to our small business outsourced accounting clients. Because we understand your business, we can coordinate business and personal tax planning to achieve the best tax position. Waymark helps you address concerns like:

  • Reducing your tax liability

  • Taking advantage of tax credits and deductions

  • Choosing the right entity structure for tax purposes

Tax Compliance

Forget about missing deadlines and confusing forms. Waymark makes it easy to get your tax returns complete. Our tax compliance services include:

  • Federal and state income tax returns

  • Business and owner personal income tax returns

  • Estimated tax payments

  • Sales and use tax

  • Property tax

  • Business personal property renditions

  • Vendor 1099 Preparation

Value-Add, Holistic Planning and Advice

Accounting and finance is one important piece of your overall business and personal health. Entrepreneurs and nonprofits work with many trusted advisors, attorneys, financial planners, bankers, and insurance agents to accomplish their goals.  We call this team your “board of advisors” and we coordinate and collaborate with your whole board to bring you the best, holistic advice. We share our finance, accounting, and tax expertise with your board of advisors to ensure you incorporate the big picture to achieve the best financial outcomes for you and your business.

We’re here to help you grow

Our mission is to empower operational and strategic decision making to help businesses and nonprofits grow... because when businesses and nonprofits grow our communities grow too!

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