Business Services

We believe that even though they are certain, taxes should not be scary. We like to focus on education as much as compliance, so that you understand your returns and the tax law that drives them.  Fiat Tax provides tax preparation services for families and businesses that balance optimizing tax strategy and proactive tax planning for the future.

  • Tax Preparation
    - We believe that even though they are certain, taxes should not be scary. We like to focus on education as much as compliance, so that you understand your returns and the tax law that drives them.  Fiat Tax provides tax preparation services for families and businesses that balance optimizing tax strategy and proactive tax planning for the future.
  • Proactive Tax Planning
    -  Proactive tax planning is a forward-thinking approach to managing your tax liabilities throughout the year rather than just at tax time. By strategically organizing your finances and taking advantage of available deductions, credits, and timing of income and expenses, proactive tax planning can help minimize your tax burden and increase your overall savings. It involves anticipating tax implications and making informed decisions, like adjusting retirement contributions, harvesting tax losses, or maximizing charitable contributions, to ensure you're not paying more than necessary.
  • Wealth Management Services: Click Here

At Fiat Tax, having a dedicated tax professional manage your bookkeeping, cash flow, and taxes brings invaluable expertise and precision to your financial management. Our team of experienced tax professionals keeps your records accurate and up-to-date while identifying tax-saving opportunities and ensuring compliance with the latest tax laws. With our support, you gain critical insights into your cash flow, allowing for better financial decision-making and planning for the future. Our deep understanding of tax strategies helps maximize deductions and credits, reducing your tax burden and safeguarding you from costly errors or audits. Trust Fiat Tax to keep your financial health a top priority.

  • Bookkeeping Services
    - Debits. Credits. Assets. Liabilities. Equity. Accounting has a language unique to itself. That (along with the piles of receipts, payroll reconciliations, and complicated documentation policies) makes it easy to push bookkeeping responsibilities to the bottom of the priority list. Yet good bookkeeping can help to not only report prior period financial results but also to inform future planning and decision making. Fiat Tax leverages automated, cloud-based software—like QuickBooks Online and Xero—to minimize manual accounting work and to make financial data available on a close to real-time basis. We then use the financials to help businesses with benchmarking, dash-boarding, and other performance reviews.
  • Cash Flow Analysis
    - Cash flow is the biggest indicator of a business’ success and financial stability.  We believe that “Cash is King.”  Cash flow analyses typically are common in lending scenarios to determine the amount of money available to pay you (as business owner) and your taxes after first paying all ordinary expenses and debt obligations in the business.  Cash flow analyses are also integral to feasibility studies to evaluate the ROI on proposed expansions, M&A transactions, or large equipment purchases.
  • Business Transitions
    - Whether buying or selling a business, adding an associate, or growing a partnership, business transitions are major milestones, both in the business and in the owner’s life.  While this can be a stressful process, WE believe that it can be smoother with professionals supporting you through it.  WE partner with you as you walk through this process to help you consider the various aspects of the transaction—taxes, cash flow, compensation, HR, insurance, financing, legal contracts, and more.
  • Business Management Consulting
    - Our consulting services help small business owners make sense of their financial reports and turn them into actionable insights. We provide coaching to improve understanding of cash flow, expenses, and profitability, empowering you to make informed decisions that align with your goals. From budgeting to growth strategies, we’re here to help you drive success through smarter financial management.   
  • Tax Preparation
    - At Fiat Tax, we understand that taxes are a certainty, but they don’t have to be intimidating. Our approach focuses on education as much as compliance, ensuring you understand your tax returns and the regulations that shape them. We provide tax preparation services tailored to small businesses, balancing accuracy and strategy. Our goal is to optimize your tax outcomes today while laying the groundwork for smarter tax planning in the future.
  • Proactive Tax Planning
    -  Proactive tax planning is a forward-thinking strategy to manage your business’s tax obligations year-round, rather than scrambling at tax time. By strategically organizing your finances and leveraging available deductions, credits, and timing of income and expenses, you can reduce your tax burden and keep more of your hard-earned revenue. This approach includes forecasting tax implications and making informed decisions, such as adjusting business expenses, planning equipment purchases, or maximizing deductions for employee benefits. Proactive tax planning helps small businesses stay ahead and ensure they aren’t paying more taxes than necessary.