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What Service We Offer

Fractional CFO & Controller Services

As your business grows, fluidly scale your financial functions with Driven Insights. Avoid the high costs and learning curve of building an in-house team by outsourcing to us. Our comprehensive services include bookkeeping, controller-level oversight, and CFO-level strategy, providing growth-enabling insights from day one. We specialize in working with growing organizations, adapting our services to stay ahead of your needs, whether that means fractional CFO involvement, enhanced financial analysis, or strategic financial leadership.

Inaccurate financials are risky, but Driven Insights ensures accuracy with independently reviewed monthly reports. Our controller-led team handles day-to-day accounting and bookkeeping, adding internal controls, sophisticated reporting, and process expertise to set you up for success. As your needs grow, we offer a cost-effective pathway to fractional CFO-level guidance. Let Driven Insights manage your financial worries, so you can focus on confidently growing your business with reliable, data-driven decisions.

Accounting & Bookkeeping Services

Inaccurate financials are downright dangerous.

Yet, few small businesses have a trained second set of eyes pour over the financials for errors and omissions.

Driven Insights produces monthly reports and only distributes reports which have been independently reviewed by a trained finance professional who knows where issues may lurk.

Are expenses being tightly monitored?
Is delayed client invoicing causing cash flow shortfalls?
Are you receiving monthly financial reports you can truly lean on for key decisions?
Our timely outsourced bookkeeping services with controller oversight will take these questions off your worry list and arm you with the info and confidence to make data driven decisions.

Payroll & Contractor Services

Get the Payroll Solution That Best Fits Your Needs
We understand that one size does not fit all when it comes to payroll services. That’s why we offer three custom payroll processing options:

Comprehensive Payroll: We take care of everything for you.
After-The-Fact Payroll: We manually prepare payroll records after the fact.
Online Payroll Processing: We set you up with worry-free online payroll.
Custom Payroll Reports Service
Government agencies require numerous special reports. We can prepare the following reports for you:

Worker’s Compensation Audits
Unemployment Claims
Social Security Audits
Child Support Audits
W-2 and W-3 Processing
1099 and 1096 Processing
Preparation/Assistance with Federal and State Registration Forms

Business formation & Sales & Use tax

At YMTAXCPA, we specialize in helping businesses select the most suitable entity type to optimize financial benefits and operational effectiveness. Our step-by-step guidance ensures that your business structure aligns perfectly with your goals, minimizing tax liabilities and simplifying regulatory compliance. Choosing the right entity type is crucial—it can mean substantial savings and enhanced legal protections.

Whether you’re launching a new venture or contemplating a restructuring, our experienced team provides clear, informed advice tailored to your unique circumstances. We analyze factors such as tax implications, liability considerations, and scalability to recommend the best entity type, whether it’s a sole proprietorship, partnership, LLC, S-corporation, or C-corporation. By partnering with us, you can confidently navigate the complexities of entity selection, ensuring your business is positioned for long-term success.

Don’t settle for a one-size-fits-all approach—let us guide you toward the optimal entity type that maximizes opportunities and safeguards your financial future.

Individual & Business Tax Returns

Business Taxes:
At [Your Business Name], we prioritize proactive tax planning and leverage our in-depth knowledge of current tax laws to minimize your tax liability while ensuring compliance and organization. Our dedicated team works closely with you to understand the intricacies of your business and align your financial goals with strategic tax strategies. By identifying opportunities for deductions, credits, and incentives, we optimize your tax efficiency and enhance your financial resources. Our goal is to not only meet regulatory requirements but also to help you confidently navigate tax complexities, allowing you to focus on business growth.

Personal Taxes:
Managing personal taxes requires a nuanced approach, and at [Your Business Name], we excel in maximizing tax savings through proactive planning and a thorough understanding of tax laws. Whether you’re managing investments, property, or other assets, we tailor our strategies to your specific circumstances. Our team stays informed about changes in tax regulations to ensure you take advantage of all available deductions and credits while remaining compliant. By providing meticulous tax preparation and strategic advice, we aim to minimize your tax burden and optimize your financial outcomes. Trust [Your Business Name] to deliver personalized service that enhances your financial well-being and provides peace of mind for your future.

Strategic Tax Planning Service

Our strategic tax planning services are designed to help you maximize tax efficiency and minimize liability. We take a proactive approach, leveraging our extensive knowledge to provide tailored solutions that align with your financial goals.

Key Services:

Comprehensive Tax Analysis: Review of your financial situation to identify tax-saving opportunities.
Customized Tax Strategies: Personalized plans to reduce your overall tax burden.
Year-Round Tax Planning: Ongoing guidance and adjustments throughout the year.
Business Tax Planning: Specialized services for business owners to manage taxes efficiently.
Retirement and Estate Planning: Maximize savings and prepare for the future.
Compliance and Risk Management: Ensure full compliance with current tax laws.
Tax Preparation and Filing: Accurate and timely tax filing for individuals and businesses.
Benefit from expert guidance, continuous support, and significant tax savings with our strategic tax planning services. Let us help you achieve your financial goals while minimizing your tax liabilities.