We Save Small Businesses Tens of Thousands of Dollars in Taxes Every Year
Tax Planning, Tax-Optimized Bookkeeping & Tax Preparation Designed for Small Business
Stream is very thorough. They don’t just do your taxes and answer your questions as they come up. They take a proactive approach and monitor your business for tax saving opportunities throughout the year. The bookkeeping is next level as well. We didn’t realize this before, but our previous bookkeeper had miscategorized many things, and there were so many missed deductions because of that.
I know now that not all CPA’s are created equally. Rather than trying to reduce your taxes at the end of the year, Stream actually dive into your financials and create a plan for you to proactively save taxes throughout the year. They have saved us 10’s of thousands of dollars that we would have otherwise missed. I only regret that we didn’t start using them sooner than we did.
They’re super responsive and on top of things. In a home service business, it’s very seasonal so we would get absolutely swamped with work during certain parts of the year and didn’t have time to think about tax deadlines, bookkeeping etc. There’s peace of mind in knowing that you can focus on running your buainess and be confident that the financial end is being handled in the background by competent professionals.
Tax-Specialized Bookkeeping
Having accurate bookkeeping data is crucial come tax time. Missed deductions, improperly categorized expenses, errors that lead to penalties… These things can really add up.
Every one of our bookkeepers is trained in-house by our certified tax-code expert CPA. And to take that a step further, your books undergo a 3-step verification process to ensure 100% accuracy.
Tax Preparation & Filing
Maximizing your tax savings is more than just offering a few tax tips here and there and checking a few boxes on a tax return. It requires time and dedication to each client’s account and a deep understanding of the ever-changing tax code.
Our certified tax-code experts know how to squeeze every penny out of the tax system for your business, saving you thousands every year on taxes.
Catch Up Bookkeeping
Making good business decisions depends on reliable data. Without accurate data, you may be unable to recognize when important changes need to happen in your business.
Our tax-trained bookkeepers will bring your company’s financial records up to date fast giving you the information you need to keep your business optimized for success.
Strategic Tax Planning
How much money is your company leaving on the table by not having a strategic tax plan in place to reduce your tax liability?
Our tax-code experts create tax strategies that work and we will prove it to you. We guarantee that our plan will find 2 times more tax savings than the cost of the tax plan or you pay nothing.
Relax, our team of experts has you covered
While you’re focused on running your business, we will be…
- Tracking every dollar coming in and out of your business
- Staying on top of upcoming deadlines
- Optimizing your financials for tax savings
- Helping you avoid unnecessary penalties
- Providing you with useful, tax-ready financial statements.
We make excellent communication a top priority
Running a small business is tough, but reaching your tax team shouldn’t be. Your business deserves a tax team that’s responsive to your needs and easy to contact when you have questions.
- Responsive to all of your questions
- Regular status updates provided
- Human-first communication
- Year-round, unlimited support
We partner with the industry’s top financial services
Can your small business survive an audit?
Audits can have devastating consequences for a small business. Unfortunately, it’s a well-known fact that smaller companies are at a higher risk of being flagged for an audit compared to their larger counterparts. This is due to the fact that the IRS knows they are less likely to have their financials in order.
But your company doesn’t have to be just another IRS statistic. You can rely on our experts to reduce your taxes so that you pay the least amount of taxes legally possible all while staying compliant and audit-ready.
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Frequently Asked Questions
Are you accepting new clients?
Yes, but only on a limited basis. Because of the time-intensive nature of our work, we are not a high-volume firm. Therefore, we accept only clients whom we believe we can provide with the highest level of service.
How much do your services cost?
Every client’s situation is unique, so we do not offer a one-size-fits-all fee structure. Instead, we evaluate the circumstances of each potential client and price our services based on what will be required in order to provide the best possible service for you possible.
Do you offer a guarantee?
Yes, we offer a 1st-Month Guarantee. This means, if after we perform your first month’s of books (whether cleanup/catchup or otherwise), if for any reason you feel that we did not meet your expectations and do not wish to proceed with our services, we will refund 100% of your money.
Are there any long-term contracts?
No, we never lock clients in with a long-term contract. Instead, we rely on the quality of our service to retain our clients.
Are there any cancellation fees?
No, we will never charge you a cancellation fee. If for any reason you feel that we did not meet your expectations, you can cancel anytime without penalty.
Can you provide services for multiple businesses?
Definitely! We would simply assess the work involved and provide you with customized pricing.