At Refined Tax Horizons, every service is designed to make your business run smoother, smarter, and more profitably.
Strategic Tax Planning
Develop a customized tax strategy that aligns with your business structure, and supports your overall financial goals.
What’s included
- Entity structure review and optimization to minimize taxes and maximize deductions
- Income and expense planning to align timing of sales and investments
- Owner compensation and retirement planning with tax-efficient strategies
- Credits and deductions roadmap with documentation support
- Quarterly and annual tax projections to eliminate surprises
The Advantage
Less stress, fewer surprises, and more money staying where it belongs — in your business.
Tax Filings
Accurate, on time, and fully electronic. Because precision and convenience should always come standard.
What’s included
- Preparation and filing of business and individual returns -S Corp, C Corp, Partnership, Schedule C
- Setup and preparation of quarterly estimated tax payments
- State income, payroll, and sales tax filings as needed
- IRS and state correspondence support with clear, timely guidance on notices, letters, and follow-up so you’re never left navigating tax questions, deadlines, or next steps on your own
The Benefit
Compliance handled with confidence, so you can focus on running your business.
Bookkeeping
Books that are tax-ready and decision-ready.
What’s included
- Monthly transaction reporting and reconciliation
- Accounts payable and receivable tracking
- Payroll integration for smoother processes
- Financial statements and reporting you can actually use
- Ongoing support to answer questions along the way
- Year-end preparation – books organized and ready for smooth tax filing
- Bank and credit card reconciliations – making sure every transaction matches and nothing slips through the cracks
The Results
Clean books that back up smarter business decisions.
Sales Strategy Planning
Your numbers should fuel growth, not just reporting.
What’s included
- Review of business performance to identify opportunities
- Pricing and offer strategy for profitability
- Analysis of inventory turns, cash flow, and service optimization
- Sales forecasting and goal setting with clear tracking
- Standard operating procedures to eliminate bottlenecks
- Recommendations for tools and technology that align with your current stage of growth and support your next phase of progress.
The Impact
A stronger sales engine that supports both growth and profitability.
Refined Tax Horizons 