Tax & Audit Support

A stress-free tax season begins with GAAP compliant accounting and books that have been maintained and reviewed throughout the year.

Formation Financial has the expertise to guide your startup through tax and compliance deadlines, including:

• Selecting and working with a tax partner

• Facilitating the tax return process and maximizing credits

• Filing across multiple jurisdictions and agencies

• Appropriate tracking and classification of expenses

Audits can be required by Boards, your bank, or even the government. Formation Financial will help support any audit by compiling work papers, reviewing accounts, prepare reconciliations and schedules, and draft financial statements.