Tax Services
Get annual tax preparation and tax-saving strategies tailored to your organization
Make strategic decisions based on forward-looking financial data
Without a Tax Strategy in Place, You’re Likely Wasting Money
You don’t work hard on your business all year only to pay excessive taxes. Without an expert tax partner, you’re left wondering how much money you’re leaving on the table.
Gain Strategies and Advice to Minimize Taxes and Preserve Your Assets
At Forge, we believe you shouldn’t have to interpret and apply complex tax rules under the stress of looming tax filing deadlines.
Beyond annual tax preparation, we help you develop a tax planning strategy specific to your business and implement tax-saving strategies that maximize after-tax income.
At Forge, we believe you shouldn’t have to interpret and apply complex tax rules under the stress of looming tax filing deadlines.
Beyond annual tax preparation, we help you develop a tax planning strategy specific to your business and implement tax-saving strategies that maximize after-tax income.
Tax Planning
Planning timing of income and deductions while utilizing credits, charity, and retirement to minimize taxes.
Business Entity Analysis and Selection
Recommendation on or confirmation of the proper entity types to meet your current goals and long-term vision.
Tax Preparation
Preparation of federal and state filings for businesses, owners, trusts, estates, nonprofits, and benefit plans.
Bring Tax Services into Your Organization
Through Our Virtual CFO Services
Through Our Virtual CFO Services
As we’ve worked with hundreds of clients, we’ve found that tax services work best when paired with the financial visibility, strategy, and support offered in our virtual CFO services.
Our virtual CFO services go beyond basic bookkeeping to provide accurate, timely, and relevant financial information and insights you can use to lead with confidence.
