Tax Services
As your outsourced accounting and advisory team, we help small businesses and growing companies keep their finances organized throughout the year. We bring your bookkeeping, financial records, and taxes together in one place, identify tax deductions and credits that may apply to your business, and give you the clarity you need to make informed decisions.
A clearer view of your taxes.
We help individuals and businesses prepare accurate federal and state returns, uncover potential savings, and stay ahead of tax deadlines.
Our tax services include
Our tax support is designed to work alongside your business and personal financial needs, from everyday record organization to accurate and timely return preparation.
Personal tax supportBusiness tax supportOngoing record and document organizationDeduction and credit reviewBusiness and personal return alignmentYear-end financial readiness
Benefits of monthly accounting with CBO
CBO’s outsourced accounting is the solution for small businesses and growing companies that need their books kept up to date without adding more admin work.
We keep your financial information organized, give you a clearer view of your income, expenses, and cash flow, and maintain the records you need for tax season.
Who we work with
We work with individuals, sole proprietors, partnerships, LLCs, S corporations, and C corporations—helping with personal and business tax returns, record organization, and business-personal tax alignment.
How much does business tax preparation cost?
Pricing depends on your entity type, the number of returns and states involved, and how organized your books are. We provide an estimate before preparation begins.
Do you prepare returns for S-corps and LLCs?
Yes. We prepare returns for sole proprietors, partnerships and LLCs, S corporations,
Do you offer controller or CFO support?
Yes. As your business grows, you can add controller oversight or fractional CFO support for budgeting, cash-flow planning, reporting, and strategic financial decisions.
Can I start with one service and add others later?
Yes. Many clients start with outsourced accounting or tax preparation and add tax planning, controller, or CFO support as their business needs evolve.
Your monthly fee includes year-end tax readiness and books cleanup. We can also prepare your business and personal tax returns (additional fee). Or we can work with your existing tax preparer and provide them with everything they need.
We work with the software you're already using (QuickBooks Online, Xero, etc.). If you're not using any software yet, we'll help you choose the right one for your business.
Most communication happens via email or phone, depending on your preference. You'll have ongoing access to your bookkeeping team and can reach out with questions anytime. We also offer monthly or quarterly review meetings (included in higher-tier packages).
You'll receive your financial statements by the 15th of each month for the prior month. For example, January reports will be delivered by February 15th.
IndustriesIndustries we serve.
We don't believe in one-size-fits-all accounting. Different industries have different challenges and metrics that matter.
Stay ahead of your taxes
Get clarity on your personal and business tax position—and make sure your records, filings, and opportunities are working together.