Tax Preparation and Bookkeeping are a Perfect Match

Our tax experts will get to know you and help you plan for the future based on your personal needs and business situation.

Feel good about your taxes

We’re glad to discuss and recommend ways to reduce your tax burden and free up time and funds so you can pursue what you love to do. With our individual and business tax planning, we can often help you reduce your tax burden.  

We have over 40 years of experience helping individuals and small businesses with tax preparation and planning. Surge works closely with  CPAs at a boutique certified public accounting and consulting firm serving small businesses, nonprofit organizations, individuals, and legal service providers. Our CPA team is ready to help.

 

A dedicated tax expert

You’ll be matched with a tax expert who is dedicated to you and your business. 

Our tax professionals will review your tax situation and use their expertise in state and federal tax issues to create tax strategies to legally help mitigate your tax liability. From being educated on the most current tax laws to working tirelessly on ways to reduce taxes for ur clients, our CPAs are confident that they can help your business with the best possible tax preparation and planning.

Get ready to experience financial freedom

Our tax team offers a broad range of individual and business tax services. With your individual return, we help you reduce your tax burden by taking full advantage of tax exemptions, maximizing all possible deductions, making the best investment choices to minimize your tax liability, and doing year-end planning to time income and deductions for the best possible tax result. 

For your business tax situation, we strongly believe in being proactive with planning. During the entire year, the decisions that you make for your business and its operations impact your tax consequences. Therefore, we believe it’s imperative for you to work closely with one of our tax experts during the year to help you make the best possible financial decisions.

FAQ

Questions about our tax services

If you interested in finding out more about how our tax services may benefit you, please contact us to see how we can help.
How would our bookkeeping service integrate with your tax services?
Since everything is done under the same roof, integrating your financial statements and reports with our CPAs is seamless, simple and saves you time and money by doing it all with us.
Can you really help me with my individual taxes?
Our CPAs and tax experts have extensive experience in small business and with nonprofit organizations. You can rest assured that you are getting the maximum refund possible.
Is it better for my business to operate as a C-Corp, S-Corp, LLC, or a Sole Proprietor?
We know small business. And, we know which business structure is best for your individual and business tax planning so that you can minimize your tax burden.
Can you handle tax filings?
We're a full service tax preparation service for businesses and nonprofits so we take care of your federal and state income tax filings, business tax filings, payroll tax filings, and 1099 filings.

Still have questions?

We would be glad to talk with you or answer any question that you may have by email. Contact us anytime.