Tax Planning Services

We offer up to date strategic tax planning and preparation services to ensure the best outcomes on both the state and federal level for your business.


At SourceFinn we are experts in tax planning and tax prep for small and medium size businesses.

No matter where you are at in your tax year we offer a mix of services to ensure you are taken care of.

Our Tax Planning Services Include:

• Tax Planning
• Financial Statements
• Tax preparation
• Tax Planning
• Attestation Services (GAAP Audits and Agreed Upon Procedures)
• Government credits and refunds
• IRS representation
• IRS audits
• State and Local Tax reporting
• Comfort letters
• Corporate Structuring and State Filing (IRS EIN Application)
• Payroll Services
• Human Resources Management
• Employee benefits (401k and IRAs)
• Filing Extension
• Quarterly Taxes