TransTax Associates
Client-focused financial services consulting firm offering tax and financial management services.
About
TransTax Associates is a client-focused financial services consulting firm founded in 2005. The company provides tax and financial management services to individuals and businesses in diverse industries.
The founder holds an MBA in Finance and is an Enrolled Agent authorized to practice before the IRS, with extensive experience in small business development and assistance. The firm leverages the founder's knowledge and expertise to meet clients' specific needs in planning for the future and achieving their goals in an ever-changing financial and regulatory environment.
Services
Tax Planning and Return Preparation
Income tax preparation and representation for individuals and small businesses, including audit representation and various IRS-related services.
Payroll Services
Conduct payroll compliance audits and address deficiencies in worker's compensation, Social Security, child support, and W-2/W-3/1099/1096 reporting.
Advisory Services
Provide ongoing tax advice, minimize tax liabilities, and maximize future opportunities through current tax law awareness.
Wealth Management
Offer wealth protection, transfer, asset-specific analysis, will creation, and estate tax limitation strategies.
Bookkeeping
Handle bookkeeping tasks including bank reconciliation, income statement generation, balance sheet creation, and unlimited consultations.
Cash Management
Develop cash flow projections, implement cash collection acceleration techniques, and optimize idle cash returns.