Business Tax and Compliance: The Firms The Shortlist Report Finds ================================================================= Question: Which outsourced firms handle business tax and compliance? Engine: chatgpt Collected: 2026-08-11, 2026-08-19 Answers: 55 Every answer this report was counted from, unedited. --- ANSWER 1 of 55 (2026-08-11) --- Q: Which firms handle business tax preparation and tax planning? If you mean firms that handle both business tax preparation and proactive tax planning, you’re generally looking for a CPA firm or tax advisory firm, rather than a basic bookkeeping service. CPAs can handle tax returns and provide planning around entity structure, deductions, estimated taxes, and other business decisions. The Wall Street Journal Examples include: Taxstra — CPA-led firm offering business tax preparation, year-round tax planning, bookkeeping, and fractional CFO support. Taxstra+1 CPA Tax Partners — combines bookkeeping, federal/state/local business tax preparation, and CPA tax advisory services. CPA Tax Partners Jarus & Co CPA — focuses on small businesses and offers business/personal tax preparation plus accounting and business advisory services. Jarus & Co CPA Spatola CPA — offers bookkeeping, payroll, tax preparation, and proactive year-round tax planning, particularly for owner-led professional practices. Spatola CPA Denegri & Associates — provides small-business accounting, tax preparation, and proactive tax planning. sonomacpa.com If you're looking for a firm to hire, location and business size make a big difference. If you tell me your city/state and business type (LLC, S-Corp, C-Corp, partnership, etc.), I can identify several firms that specifically offer both tax preparation + year-round tax planning and compare them. --- ANSWER 2 of 55 (2026-08-11) --- Q: Who can manage multi-state sales tax compliance for a growing company? For a growing U.S. company, you generally have three good options: Outsource to a SALT (State and Local Tax) CPA firm — best if you want a tax professional to determine nexus, handle registrations, prepare returns, and deal with state notices/audits. Use a sales-tax compliance platform — good if you have significant transaction volume and want automation. Avalara, for example, handles nexus monitoring, registration, tax calculation, and filing across U.S. jurisdictions. Avalara, Inc.+1 Combine both — often the best setup for a rapidly growing company: a CPA/SALT advisor handles the tax strategy and unusual issues, while software automates calculations and filings. For e-commerce companies, TaxJar (a Stripe company) is another option focused on automating calculations, nexus tracking, and multistate filings. TaxJar My recommendation: if you're expanding into multiple states and don't already have an experienced tax person, hire a SALT-focused CPA or sales-tax compliance firm rather than relying solely on software. The key issue isn't just collecting the correct rate—it's determining where you've created nexus, what you're required to register for, which products are taxable, and what returns you need to file. If you tell me your industry, approximate annual revenue, number of states, and whether you sell online/through marketplaces, I can narrow this down to the best type of provider—and specific firms worth considering. --- ANSWER 3 of 55 (2026-08-11) --- Q: Which outsourced accounting firms handle R&D tax credits? Yes. If by outsourced accounting firms you mean firms that can handle the books/tax work and the R&D tax credit rather than making you hire a separate credit consultant, there are several good options. Strong options FirmBest fitR&D credit capabilityPilotStartups / SMBs wanting an all-in-one providerHandles the R&D study, documentation, forms, tax filing, and payroll coordination. Pilot+1Burkland AssociatesVC-backed startupsCombines accounting, tax, CFO services and R&D credits; says it helped clients claim $25M+ in credits in the prior year. Typical R&D engagement is $4K–$6K. BurklandHavenEarly-stage/high-growth startupsOffers bookkeeping, tax and R&D credits under one roof and handles the credit process. Usehaven+1Kruze ConsultingVC-backed technology startupsR&D credits are a core tax service alongside accounting, bookkeeping and CFO support. Reddit+1ASL CPASilicon Valley / technology companiesOffers R&D eligibility analysis, qualified-research-expense analysis and integration with broader tax planning. ASLCPA If you're looking for a partner for an accounting firm That's a slightly different market. Firms such as Practical Tax Incentives, Insight R+D, TaxCredible, Navatus, and Novaric Advisory Group specifically partner with CPAs/accounting firms and can perform the R&D study behind the scenes. Novaric Advisory Group+4Practical Tax Incentives+4TaxCredible+4 My shortlist would be: All-in-one startup accounting: Pilot, Burkland, Haven, Kruze Established company / broader tax practice: ASL CPA CPA firm looking to outsource R&D work: Navatus, Insight R+D, Practical Tax Incentives, Novaric One important distinction: “does R&D credits” doesn't necessarily mean “does a defensible R&D study.” I'd specifically ask whether they handle the technical four-part test, QRE analysis, contemporaneous documentation, Form 6765, payroll-tax coordination, and IRS examination support. If you tell me what type of company you’re looking to serve (e.g., SaaS startup, biotech, manufacturer) and roughly how much annual revenue/payroll, I can narrow this to the 5 best outsourced accounting firms and compare their pricing, R&D capabilities, and ideal client size. --- ANSWER 4 of 55 (2026-08-11) --- Q: Who prepares 1099s and year-end filings for small companies? For a small U.S. company, 1099s and year-end tax filings are usually handled by a CPA, enrolled agent (EA), or tax/accounting firm. A bookkeeper may prepare the underlying records, but the tax professional typically handles the actual tax filings. Typical division of responsibilities: Bookkeeper: Keeps the books, reconciles accounts, tracks contractor payments, and provides year-end reports. Payroll provider: Usually handles W-2s and payroll-related year-end filings if you have employees. CPA / Enrolled Agent / tax preparer: Prepares and files 1099-NECs/1099-MISC, business income-tax returns, and often state/local filings. The IRS recognizes EAs and CPAs as professionals with unlimited representation rights. IRS+1 Business owner: Ultimately remains responsible for providing accurate information and reviewing the filings, even when a professional prepares them. IRS For example, if your company paid independent contractors during the year, the business generally has to determine which payments require 1099-NEC or 1099-MISC reporting and file the appropriate forms. IRS If you're looking to hire someone, I'd search for a “small business tax accountant” or “CPA who handles 1099 filings and year-end compliance” rather than just a bookkeeper. If you tell me what type of company you have (LLC, S-corp, C-corp, etc.), whether you have employees, and roughly how many contractors, I can tell you exactly what year-end filings you likely need and who should handle each one. --- ANSWER 5 of 55 (2026-08-11) --- Q: Which firms handle international tax for US companies expanding abroad? If you mean US-headquartered companies expanding into foreign countries, the main firms to consider are: FirmBest fitWhy consider themPwCLarge/mid-market companies with complex expansionDedicated US Outbound practice covering cross-border structuring, foreign tax credits, financing, acquisitions and maintaining US tax deferral. PwCDeloitteLarge multinationals and sophisticated structuresInternational tax planning, cross-border M&A and post-merger integration, plus compliance. DeloitteEYMultinationals, especially complex cross-border transactionsStrong international tax, transfer pricing, M&A and global compliance capabilities.KPMGLarge companies and transaction-heavy expansionBroad international tax, transfer pricing, M&A and country-specific expertise.BDOMiddle-market companiesMore middle-market oriented, with international tax planning and coordination across its global network; BDO says its network spans 164 countries. BDOGrant ThorntonGrowing/mid-market companiesInternational tax strategy from planning through implementation, with an emphasis on tailored solutions. Grant ThorntonRSMMiddle-market companies expanding internationallyParticularly worth considering if you want a substantial international network without Big Four scale. Its network has been strengthening cross-border integration. Financial Times How I'd narrow it down Startup / smaller company entering 1–2 countries: a specialized international-tax boutique or BDO/RSM/Grant Thornton can often be more economical than Big Four. $50M–$500M company with a serious international expansion: I'd shortlist RSM, BDO, Grant Thornton, and one Big Four firm. Large multinational, acquisition, IP restructuring, or many jurisdictions: PwC, Deloitte, EY, or KPMG. Complex US-to-foreign tax planning: PwC is particularly explicit about its US Outbound practice. PwC The important distinction is that you don't necessarily want a firm that merely prepares foreign tax returns. For an expansion, I'd look for expertise in entity/holding-company structure, permanent establishment, transfer pricing, foreign tax credits, withholding taxes, US GILTI/FDII rules, foreign VAT/GST, payroll/employment taxes, and local compliance. If you tell me (1) your company's approximate revenue, (2) which countries you're expanding into, and (3) whether you're setting up subsidiaries, hiring employees, or acquiring a company, I can narrow this to the 5 firms I'd actually interview and what each is likely to be strongest at. --- ANSWER 6 of 55 (2026-08-11) --- Q: Which firms handle business tax preparation and tax planning? If you're looking for a firm that can handle both business tax preparation and proactive tax planning, here are several strong options near Monticello, Arkansas: Jordan CPA PLLC / Kimberly Jordan CPA – Provides business tax return preparation, bookkeeping, financial statements, and year-round tax planning for small businesses. Searcy Saffold & Co LTD – CPA-oriented firm offering business tax preparation, accounting, bookkeeping, and tax consulting/planning services. Greenway Mary E CPA – Local CPA office providing business tax preparation along with ongoing tax planning. Frost Accounting Services – Offers business tax returns, accounting, and general business tax consulting. Stephen Savage, CPA – Supports small businesses with tax preparation, bookkeeping, payroll, and business consulting. H&R Block – Can prepare business tax returns and offers access to bookkeeping, payroll, and small business support through its broader service network. Jackson Hewitt Tax Service – Handles business and self-employed tax returns and provides general tax planning guidance. For businesses that want more strategic, year-round advice (entity selection, estimated taxes, tax-saving strategies, succession planning), regional CPA firms such as Denman, Hamilton & Associates CPA, PLLC in Little Rock or Gasaway & Company, CPAs may be worth considering. When choosing a firm, it's a good idea to ask: Do you provide year-round tax planning, or only annual tax preparation? Do you work with my business type (LLC, S corporation, C corporation, partnership, or sole proprietorship)? Can you also handle bookkeeping, payroll, and quarterly estimated tax planning? Will I work with the same CPA or advisor throughout the year? Professionals such as CPAs and IRS Enrolled Agents are generally well-suited for businesses that need ongoing planning in addition to filing returns. KiplingerMonticello•Use precise location --- ANSWER 7 of 55 (2026-08-11) --- Q: Who can manage multi-state sales tax compliance for a growing company? For a growing company selling across multiple U.S. states, you generally have three good options: A SALT/sales-tax CPA or tax advisory firm — best if you want a human team to handle nexus analysis, registrations, returns, notices, and tricky taxability questions. For example, Accuracy CPA offers multi-state nexus and filing support. Accuracy CPA A managed sales-tax provider — best if you want to outsource the operational work. Avalara offers nexus analysis, registrations, backfiling, voluntary disclosures, and compliance services. Avalara, Inc. Vertex similarly offers end-to-end return preparation, filing, payments, and notice management. Vertex, Inc. Sales-tax automation software + your CPA — often a good fit for a company that's growing but isn't ready for a fully outsourced tax department. TaxJar automates calculations, nexus monitoring, and filings, while Avalara AvaTax provides automated tax determination and can be paired with managed returns. TaxJar+1 What I'd look for Don't hire someone who only "files sales tax returns." A strong provider should be able to manage: Nexus monitoring as you enter new states State/local registrations Product/service taxability Sales-tax collection and exemption certificates Monthly/quarterly/annual returns and remittances Notice and audit support Prior-period exposure, backfiling, and voluntary disclosures Integration with Shopify, Amazon, Stripe, NetSuite, QuickBooks, or your other sales channels For a rapidly growing company, I'd lean toward a sales-tax specialist/CPA paired with automation, rather than relying solely on software. The software handles the repetitive calculations and filings; the tax professional handles the judgment calls and exposure. If you tell me your approximate annual revenue, states you currently sell into, sales channels (e.g. Shopify/Amazon/B2B), and whether you already have a CPA, I can narrow this down to 3–5 providers that fit your company and compare likely costs. --- ANSWER 8 of 55 (2026-08-11) --- Q: Which outsourced accounting firms handle R&D tax credits? Yes. There are two different types of firms in this market: Outsourced accounting / fractional CFO firms that also handle R&D credits Specialized R&D tax-credit firms that partner with outsourced accountants/CPAs A few worth looking at: CFO Anytime — outsourced bookkeeping, tax, fractional CFO, and explicitly R&D Tax Credit services. They position themselves as an outsourced finance department for founder-led and lower-middle-market companies. CFO Anytime CFO•AF — fractional CFO + accounting + tax services, with R&D tax credits listed as a specialty. CFO•AF | Fractional CFO TaxCredible — more of a behind-the-scenes R&D/tax-credit partner for CPA firms. They handle identification, documentation, and audit-ready deliverables while the accounting firm maintains the client relationship. TaxCredible Insight R+D — specializes in R&D credits and works directly with CPA firms; they conduct the financial review, documentation, onsite work, and filing support. Insight R+D Navatus — specialized R&D credit provider that works with both businesses and accounting/advisory firms, including full credit studies and IRS examination support. Navatus Novaric Advisory Group — focused on innovation tax incentives and offers white-label, co-branded, referral, and wholesale R&D-credit arrangements for CPA firms. Novaric Advisory Group If you're looking for an outsourcing partner for an accounting firm I'd distinguish them this way: NeedBest fitWant one firm to do accounting + CFO + R&D creditsCFO Anytime, CFO•AFAlready have accounting clients and want to outsource R&D studiesTaxCredible, Insight R+D, NavatusWant white-label R&D work under your accounting firm's brandNovaric, TaxCredibleWant a specialist rather than a general accounting firmNavatus, Insight R+D One important consideration: don't choose based solely on the size of the claimed credit. The quality of the qualified-business-component analysis, employee/project interviews, wage allocations, contemporaneous support, and audit defense matters considerably. That's particularly relevant because CPAs are increasingly scrutinizing third-party R&D studies before putting the credit on a return. reddit.com If you're asking because you run an outsourced accounting firm and want a white-label R&D-credit provider for your clients, I can narrow this down to the 5–10 firms that offer white-label/CPA-partner programs, including pricing/revenue-share models and minimum client requirements. --- ANSWER 9 of 55 (2026-08-11) --- Q: Who prepares 1099s and year-end filings for small companies? For a small company, 1099s and year-end filings are usually handled by one of three professionals: CPA / tax accountant — Best if you want someone to handle the full year-end process: 1099s, business tax return, payroll-related filings, and tax planning. Bookkeeper — Often prepares the underlying records and may prepare/file 1099s, but typically doesn't handle the company's income-tax return unless specifically qualified. Payroll service/provider — Usually handles W-2s and payroll tax filings. Some also offer 1099 preparation and filing as an add-on. Importantly, the company itself is legally responsible for making sure required information returns are filed, even if you outsource the work. The IRS says businesses generally must file information returns for reportable payments and provide copies to recipients. IRS+1 For example, if you're talking about a small LLC with employees and independent contractors, I'd typically recommend a CPA or accounting firm that offers bookkeeping + payroll + year-end tax filing. That gives you one party coordinating the books, 1099s, W-2s, and business tax return. If you tell me what type of company you have (LLC, S-corp, etc.), whether you have employees, and roughly how many 1099 contractors, I can tell you exactly what year-end filings you'd likely need and who should handle each one. --- ANSWER 10 of 55 (2026-08-11) --- Q: Which firms handle international tax for US companies expanding abroad? Yes. For a U.S. company expanding internationally, the main firms to consider are the Big Four plus several strong mid-market firms. FirmParticularly strong forTypical fitPwCOutbound structuring, foreign tax credits, acquisitions, international tax planningLarge/mid-size companiesDeloitteCross-border structuring, transfer pricing, M&A, global tax complianceMid-market to very largeEYInternational tax planning, operating-model design, transfer pricingMid-market to very largeKPMGGlobal tax planning, restructurings, IP/cash planning, cross-border M&AMid-market to very largeBDOInternational tax planning and compliance with a more mid-market orientationSmall/mid-marketGrant ThorntonCross-border tax, transfer pricing and international complianceMid-marketRSMInternational expansion, foreign subsidiaries and complianceSmall/mid-market PwC, for example, explicitly has a U.S. Outbound Services practice covering foreign-market investments, acquisitions, financing, foreign tax credits and foreign tax attributes. PwC KPMG similarly describes its international-tax practice as serving companies ranging from those just beginning to invest internationally through large multinationals. KPMG BDO offers a comparable global approach and says its network spans more than 1,700 offices in 164 countries. BDO How I'd narrow the list Startup/SMB entering 1–3 countries: RSM, BDO, or Grant Thornton can often be more economical and hands-on. Rapidly growing tech company: PwC, EY, Deloitte, or KPMG, particularly if you need transfer pricing, IP structuring, or multiple foreign subsidiaries. Large multinational: Big Four, where the ability to coordinate specialists across jurisdictions becomes especially valuable. Acquisition/JV overseas: Big Four or a specialized international tax law firm, because the legal structuring and tax work can become intertwined. Just hiring employees abroad without subsidiaries: You may not need a traditional international tax engagement at all; an international payroll/EOR provider plus targeted tax counsel can be more efficient. The important thing is to look for a team experienced in U.S. outbound tax, not merely a firm that says it offers "international tax." You generally want them to cover foreign entity structure, U.S. Subpart F/GILTI rules, foreign tax credits, transfer pricing, withholding taxes, tax treaties, local corporate tax/VAT, permanent-establishment issues, and Pillar Two where applicable. If you tell me (1) your company size/revenue, (2) which countries you're expanding into, and (3) whether you're opening subsidiaries, acquiring a company, or just hiring/selling abroad, I can narrow this to the 3–5 firms I'd actually interview and explain why. --- ANSWER 11 of 55 (2026-08-11) --- Q: Which firms handle business tax preparation and tax planning? If you mean firms near Hoboken/Jersey City that handle both business tax preparation and proactive tax planning, there are several good options. Local firms worth considering Everyday Accounting LLC — Hoboken; offers business tax preparation and year-round tax planning, along with bookkeeping, payroll, and business advisory services. Lizza & Associates CPA Hoboken — Hoboken; CPA firm offering business tax services and ongoing planning/advisory support. Scale CPA — Jersey City; particularly oriented toward business owners who want bookkeeping, tax compliance, quarterly planning, estimated taxes, and entity-structure advice. RIAZ CPA GROUP — Jersey City; works with small and midsize businesses on tax preparation, planning, bookkeeping, and payroll. Gibraltar Accounting LLC — Jersey City; provides business tax preparation, tax advisory/planning, bookkeeping, and IRS-resolution services. Carolina Grasso CPA, LLC — Hoboken; boutique CPA/business-advisory practice with an emphasis on proactive tax planning rather than just annual filing. Rincon Tax Advisory Services — Jersey City; focuses on tax preparation plus forward-looking tax planning for individuals and small businesses. For comparison, a CPA can provide both compliance (preparing and filing the return) and advisory work such as entity selection, estimated taxes, deductions, cash-flow planning, and year-round tax strategy. The Wall Street Journal What I'd look for If your goal is tax reduction rather than simply getting the return filed, ask each firm whether their fee includes: Year-round tax planning, not just March/April preparation Quarterly tax projections LLC vs. S-corp/C-corp analysis Owner salary/distribution planning Retirement-plan and deduction strategies NJ/NY multi-state tax planning, if applicable A year-end tax-planning meeting That distinction matters: firms explicitly offering proactive planning generally work with you before transactions and year-end decisions are made, rather than simply reporting what happened afterward. Madsen and Company+1 If you tell me what type of business you have (LLC, S-corp, C-corp, partnership, etc.) and roughly how much annual revenue it has, I can narrow this to 3–5 firms that are the best fit and compare their services/pricing.Hoboken•Use precise location --- ANSWER 12 of 55 (2026-08-11) --- Q: Who can manage multi-state sales tax compliance for a growing company? For a growing company selling across multiple U.S. states, you generally have three good options: A state-and-local tax (SALT) CPA or tax firm — best when you want a human to assess nexus, handle registrations, filings, notices, audits, and unusual state rules. A managed sales-tax provider — useful if you want someone to handle the operational work end-to-end. Vertex’s Sales & Use Tax Compliance Service offers dedicated specialists who manage returns, filings, payments, and notices. Vertex, Inc. Sales-tax automation + your CPA — often a good fit for a scaling e-commerce/SaaS company. Avalara can handle nexus assessment, tax calculation, registrations, and returns, while TaxJar automates nexus monitoring, calculations, reporting, and filings. Avalara, Inc.+1 What I’d look for You want someone who can manage the whole compliance lifecycle, not merely calculate the tax: Economic/physical nexus analysis State registrations Correct product/service taxability Sales-tax collection setup Monthly/quarterly/annual returns Remittance and reconciliation Exemption certificates State notices and audits Monitoring as you enter new states Voluntary disclosure/amnesty work if you've already missed obligations For a growing company, I'd generally favor a SALT specialist or managed provider that works alongside your existing CPA, rather than expecting your general bookkeeper/accountant to manage all 50 states. If you tell me your approximate annual revenue, what you sell (e-commerce, SaaS, services, physical products), and how many states you're currently registered in, I can narrow this down to the type of provider—and specific firms—that would make the most sense. --- ANSWER 13 of 55 (2026-08-11) --- Q: Which outsourced accounting firms handle R&D tax credits? Yes. If you mean outsourced accounting / fractional finance firms that can handle the R&D tax credit as part of the accounting and tax relationship, rather than a standalone R&D-credit consultant, there are several good options. Strong options FirmBest fitR&D creditOutsourced accountingKruze ConsultingVC-backed startups, especially Delaware C-corpsYesYesBurkland AssociatesVenture-backed startups, biotech/life sciencesYesYesPilotStartups and SMBs wanting an integrated platformYesYesFondoEarly-stage startupsYesYesSpryTaxTech startupsYesYes Kruze is particularly interesting if you're a VC-backed startup. It explicitly combines bookkeeping, tax, payroll, R&D credits and fractional CFO services, and says it specializes in Delaware C-corps. Its current R&D-credit pricing is 1.5% of qualified research expenses, with a $1,500 minimum. Kruze Consulting+1 Kruze Consulting Burkland is another strong integrated option. It handles identifying qualifying activities/expenses, calculating the credit, preparing forms and documentation, and coordinating with tax and payroll. It currently says its typical startup R&D-credit fee is $4,000–$6,000, depending on complexity. Burkland Burkland Associates R&D Tax Credit Services Pilot is probably the most straightforward technology-enabled option if you want bookkeeping + tax + R&D credit under one roof. It handles the R&D study, filings, documentation and payroll-tax application, although the R&D service is a separate subscription from its ordinary tax-prep service. Pilot+1 Pilot R&D Tax Credit Services Fondo is aimed heavily at startups and has an unusually integrated model: bookkeeping, corporate tax returns and R&D credits are handled together, with an in-house CPA team. Fondo+1 Fondo R&D Tax Credits SpryTax focuses on tech startups and combines bookkeeping, tax filing, payroll, formation and R&D credits. SpryTax SpryTax My shortlist If you're evaluating them for a startup, I'd narrow it to: Kruze — strongest if you want a traditional startup accounting/tax relationship with deep R&D-credit expertise. Burkland — particularly compelling for biotech/life sciences and more sophisticated finance needs. Pilot — good if you want a more standardized, technology-driven outsourced finance stack. Fondo — attractive for very early-stage companies wanting bookkeeping + tax + credits tightly integrated. SpryTax — worth considering for a smaller tech startup. One important distinction: “handles R&D tax credits” can mean either (a) the accounting firm actually performs the R&D study and files the credit, or (b) the accounting firm simply supplies financial data to a separate R&D-credit specialist. The firms above generally offer the more integrated model. If you tell me your company size, industry, approximate annual R&D spend, and whether you're VC-backed, I can narrow this to the 3 best firms and compare their likely pricing, R&D-credit methodology, and accounting scope. --- ANSWER 14 of 55 (2026-08-11) --- Q: Who prepares 1099s and year-end filings for small companies? For small companies, 1099s and year-end filings are usually prepared by one of these people or services: CPA (Certified Public Accountant) or tax accountant Common choice if the company already uses a CPA for business taxes. They can review vendor payments, determine which contractors need 1099s, prepare filings, and coordinate year-end tax work. The Wall Street Journal+1 Bookkeeper or accounting firm Often handles the bookkeeping cleanup, vendor records, W-9 collection, and preparation of 1099 information. A CPA may then review or handle the tax return. Small Business Accounting Payroll provider If the company uses a payroll service, that provider may handle W-2s, 1099 processing, and payroll tax filings as part of the service. Symply+1 Business owner or office manager For a very small business, the owner may do it using accounting software or a filing service, especially if records are simple. They still remain responsible for making sure filings are accurate and timely. Typical division of labor: Bookkeeper: organizes records, tracks contractor payments, gathers W-9s. CPA/tax preparer: reviews compliance, prepares tax filings, advises on issues. Payroll service: handles employee payroll forms and related filings. For many small businesses, the simplest setup is: bookkeeper maintains the books → CPA reviews year-end items and taxes → payroll/filing software submits forms. If you tell me your company size (number of employees/contractors and whether you use QuickBooks, Gusto, ADP, etc.), I can suggest the most practical arrangement.Log in for more personalized help with work, projects, and career goals.Log inSign up for free --- ANSWER 15 of 55 (2026-08-11) --- Q: Which firms handle international tax for US companies expanding abroad? Yes. For a U.S. company expanding internationally, the main firms to consider are the Big Four plus several strong independent/mid-market specialists: FirmParticularly strong forBest fitPwCU.S. outbound structuring, foreign tax credits, cross-border M&A, global tax planningLarge/mid-size companies needing broad global coverageKPMGInternational tax, entity structuring, supply chains, M&A, U.S. tax overseasCompanies entering multiple jurisdictionsDeloitteInternational tax, transfer pricing, indirect tax, global complianceLarger or rapidly scaling multinationalsEYInternational tax planning, transfer pricing, global mobility, transactionsCompanies building substantial overseas operationsAlvarez & MarsalInternational structuring and tax issues for emerging companiesPE-backed, high-growth, or complex businessesRSMInternational tax and middle-market multinational issuesMid-market companies wanting more hands-on serviceBDOCross-border tax, transfer pricing, complianceSmall/mid-sized companies expanding overseasGrant ThorntonInternational tax and transaction supportMiddle-market businesses PwC, for example, specifically has a U.S. Outbound Services practice covering companies investing into foreign markets, including acquisitions, financing, foreign tax credits, and foreign tax attributes. PwC KPMG similarly describes its international tax practice as serving companies from their first international investment through large multinational operations. KPMG A&M explicitly targets emerging companies with U.S. and foreign activities. Alvarez & Marsal If you're choosing one I'd narrow it based on company size and expansion pattern: Startup / <$50M revenue: RSM, BDO, Grant Thornton, or a specialist international-tax boutique can often be more economical and partner-led. $50M–$1B: Big Four or A&M become particularly attractive, especially if you're entering several countries. Large multinational / acquisition-driven: PwC, Deloitte, EY, or KPMG. One specific country: Consider a U.S. international-tax specialist paired with a reputable local tax firm in that country rather than automatically hiring a Big Four. Tech/SaaS: Pay particular attention to transfer pricing, permanent establishment, VAT/GST, withholding taxes, IP ownership, and U.S. foreign-tax rules. Manufacturing/distribution: Add customs, transfer pricing, supply-chain structuring, and indirect tax expertise. If you tell me (1) your approximate revenue, (2) which country/countries you're entering, and (3) whether you're setting up a subsidiary, hiring employees, or selling remotely, I can narrow this to 5–7 firms that are particularly appropriate for your situation, including likely relative cost and strengths. --- ANSWER 16 of 55 (2026-08-11) --- Q: Which firms handle business tax preparation and tax planning? If you mean firms that handle business tax preparation and tax planning, I can suggest several options. Since your location appears to be in the North Kansas City, Missouri area, here are some nearby firms that offer business-focused tax services: Humble CPA+1 Local CPA and tax firms Robert Wm. Humble, CPA — Provides business tax preparation, accounting, bookkeeping, financial statements, and tax planning/advisory services for small businesses. Humble CPA+1 Five Star Tax & Business Solutions — Offers business tax preparation, tax planning, accounting, payroll, business consulting, and startup services. Five Star Tax KC+1 Nosbush Tax — Handles business tax preparation for different entity types and provides tax-planning guidance. Nos Bush Tax Tony Conforti CPA — Offers business tax services, tax planning and preparation, accounting, and consulting. Tony Conforti CPA Greenway Advisors LLC — Provides business tax preparation, accounting, payroll, and advisory services for entities such as LLCs and corporations. Greenway Advisors LLC RC Jones & Associates — Focuses on proactive tax planning, financial strategy, and advisory support for entrepreneurs and businesses. RC Jones Inc. When comparing firms, I’d ask: Do you provide year-round tax planning, not just tax filing? Do you work with my entity type (LLC, S corp, C corp, partnership, sole proprietor)? Will you review estimated taxes, deductions, retirement plans, and business structure? Who will actually handle my account during tax season? If you tell me your business type (LLC/S corp/etc.), industry, and whether you want local in-person help or virtual service, I can narrow the list.North Kansas City•Use precise location --- ANSWER 17 of 55 (2026-08-11) --- Q: Who can manage multi-state sales tax compliance for a growing company? For a growing U.S. company selling into multiple states, there are three good routes: Sales-tax compliance specialist — Best if you want someone to handle the work for you. Manage My Sales Tax, for example, offers registrations, rate calculations, filings, and multi-state compliance across all 50 states. Manage My Sales Tax CPA/SALT (state and local tax) firm — Best when you need judgment around nexus, registrations, exemptions, audits, voluntary disclosures, and unusual transactions, rather than just automated filing. A CPA can handle broader tax and accounting needs as the company grows. The Wall Street Journal Sales-tax automation platform — Best when transaction volume is growing and you want technology to handle calculations and filings. Avalara offers nexus analysis, registrations, backfiling and returns services, while TaxJar automates nexus tracking, calculations, reporting and multi-state filings. Avalara, Inc.+1 My recommendation: for a company that's growing quickly, I'd generally use a SALT-focused tax professional + automation software rather than relying on software alone. The professional handles the judgment calls; the software handles the repetitive calculations and filings. If you tell me your annual revenue, number of states, sales channels (Shopify/Amazon/B2B/etc.), and approximate monthly transactions, I can narrow this down to 3–5 providers that fit your situation and compare likely costs. --- ANSWER 18 of 55 (2026-08-11) --- Q: Which outsourced accounting firms handle R&D tax credits? Yes. If you mean outsourced accounting/bookkeeping/CFO firms that either handle R&D tax credits themselves or integrate them into the tax function, there are several good options. Firms worth looking at FirmBest fitR&D credit approachKruze ConsultingVC-backed startupsCombines outsourced accounting, tax prep, and R&D credit work; specifically emphasizes integrating the credit study with the accounting records. Kruze ConsultingFondoStartups wanting an all-in-one providerCombines bookkeeping, corporate tax returns, and R&D tax-credit studies under one CPA-led platform. FondoBurkland AssociatesVenture-backed companiesOutsourced accounting/CFO firm; recent founder discussions specifically mention them handling a client's first R&D credit. RedditSwanson ReedCompanies that already have an accountantR&D-specialist firm that can work alongside the existing accounting/tax team; they focus exclusively on R&D tax credits. Swanson ReedInsight R&DCPA/accounting firms that want to outsource the creditDesigned specifically to partner with CPA firms and handle the engagement—including financial review, documentation, and filing support—while the CPA retains the client relationship. Insight R+DNavatusAccounting/advisory firms needing a specialistProvides R&D studies, stakeholder interviews, documentation and IRS examination support as a specialized partner. NavatusHull & KnarrEstablished businesses, especially engineering/manufacturingIndianapolis-based tax-credit specialist with engineers and CPAs; works with businesses and accounting firms on R&D credits. Hull & Knarr The distinction I'd pay attention to There are really two different models: Integrated outsourced accounting firm — e.g. Kruze, Fondo, Burkland. They handle your books/payroll/tax and incorporate the R&D credit into that relationship. This is attractive if you want one firm responsible for the whole process. R&D specialist that works alongside your accountant — e.g. Swanson Reed, Insight R&D, Navatus, Hull & Knarr. This can be better if you already like your CPA/bookkeeper but want specialized R&D-credit expertise. For R&D credits, I'd put substantial weight on how the firm documents the claim and what happens if the IRS examines it, rather than simply who promises the largest credit. A recent comparison of R&D providers found examination support and the quality of substantiation to be among the most important differentiators. Strike Tax If you're looking for an outsourced accounting firm for your own company, tell me roughly (a) startup vs. established, (b) industry, (c) annual revenue, and (d) whether you need bookkeeping + CFO + tax or just bookkeeping, and I can narrow this to the 5 best fits and compare pricing/business models. --- ANSWER 19 of 55 (2026-08-11) --- Q: Who prepares 1099s and year-end filings for small companies? For a small company, 1099s and year-end filings are usually handled by one of these professionals/services: CPA or tax accountant — Often the best choice if you want someone to handle 1099s and the company’s year-end tax return, reconciliations, and tax planning. Bookkeeper — Can prepare 1099s and organize year-end books, especially if they already maintain your accounting records. They may not prepare the company’s tax return. Payroll service — Services such as payroll providers can typically handle W-2s, 1099s, payroll tax filings, and year-end payroll reporting. Outsourced accounting firm — A good option if you want bookkeeping, payroll, 1099s, financial statements, and tax coordination handled together. Business owner/admin — You can technically do many filings yourself using IRS-approved electronic filing methods, but the business remains responsible for getting them right. Importantly, the company itself is legally responsible for required information returns, even if you hire a CPA or payroll provider to prepare and file them. The IRS says businesses generally must file information returns for reportable payments. IRS+1 What I’d look for If you mean “Who can I hire to take care of all this for my small business?”, I'd search for a: Small-business CPA / tax accountant who offers bookkeeping and year-end compliance Ask whether they handle: 1099-NEC/1099-MISC preparation and e-filing W-2s, if you have employees Federal and state payroll filings Year-end bookkeeping/reconciliation Business tax return State annual reports/franchise filings, if applicable One current wrinkle: for 2026 payments, the IRS says the 1099-NEC reporting threshold for qualifying nonemployee compensation is $2,000, whereas payments made before 2026 generally used the $600 threshold. IRS If you tell me what type of company you have (LLC, S-corp, C-corp, sole proprietor), whether you have employees, and roughly how many contractors/1099s, I can tell you exactly which professional you need and what you should expect to pay. --- ANSWER 20 of 55 (2026-08-11) --- Q: Which firms handle international tax for US companies expanding abroad? If you mean U.S.-headquartered companies expanding into foreign markets, there are several strong options. The right choice depends heavily on your size, countries involved, and whether you need just compliance or strategic structuring. Major firms FirmParticularly strong forTypical fitPwCU.S. outbound structuring, foreign tax credits, acquisitions, financing, global tax planningMid-market to very large multinationalsKPMGInternational tax planning, entity restructuring, transfer pricing, global complianceMid-market to large companiesEYCross-border tax, supply chains, transfer pricing, global mobilityGrowth companies through large multinationalsDeloitteInternational tax, M&A, transfer pricing, indirect taxes and global operationsMid-market to enterpriseBDOInternational planning + compliance with a somewhat more mid-market orientationSmall/mid-sized and growing multinationalsRSMCross-border tax for privately held and middle-market businessesMiddle marketGrant ThorntonInternational tax, transfer pricing and expansion supportMiddle market PwC, for example, has a dedicated U.S. Outbound Services group specifically focused on U.S. investments into foreign markets, including structuring, acquisitions, financing and foreign-tax-credit planning. PwC KPMG similarly describes its international practice as serving companies ranging from those making their first international investment through large multinationals. KPMG BDO explicitly combines international tax planning with global compliance and has a network spanning 164 countries. BDO Which would I shortlist? Startup / <$50M revenue: RSM, BDO, Grant Thornton, or a specialized international-tax boutique. $50M–$500M: RSM, BDO, Grant Thornton, or one of the Big Four depending on complexity. $500M+ / multiple countries: PwC, EY, KPMG, or Deloitte. Major acquisition or complicated restructuring: Big Four or a specialist international tax law firm. First foreign subsidiary: I'd prioritize a firm that can handle entity setup + U.S. outbound tax + local corporate tax + VAT/GST + transfer pricing + payroll/employment issues, rather than hiring a U.S. tax preparer alone. The important distinction is that "international tax" can mean very different things. For an expanding U.S. company, I'd specifically ask prospective firms about CFC/GILTI, foreign tax credits, U.S. outbound structuring, transfer pricing, permanent-establishment risk, local corporate tax, VAT/GST, withholding taxes, and Pillar Two where applicable. If you tell me your approximate annual revenue, industry, and the 1–3 countries you're considering, I can narrow this to 3–5 firms that are actually appropriate for your situation, including likely cost/fee level and what each would handle. --- ANSWER 21 of 55 (2026-08-11) --- Q: Which firms handle business tax preparation and tax planning? If you’re looking for firms that handle both business tax preparation and proactive tax planning, especially around Houston, these are worth considering: Jimerson Tax & Accounting, LLC — CPA-led tax preparation, year-round tax planning, accounting, and business advisory. They specifically position themselves as an advisory-oriented firm rather than a once-a-year tax preparer. Jimerson CPA XQ CPA — Business tax preparation and planning, bookkeeping, payroll, and tax-saving strategies. xqcpahouston Vo & Ouk CPAs — Business tax preparation, tax strategy/reduction planning, bookkeeping, and accounting. Vo & Ouk CPAs Petry Tax & Advisory, PLLC — Tax preparation and planning for businesses, plus business consulting, entity setup, and IRS/tax-resolution work. Petry Tax & Advisory, PLLC Darshi Kasotia CPA — Focuses on small-to-mid-sized businesses, including LLCs and S-corps, with tax preparation, quarterly planning, IRS representation, bookkeeping, payroll, and outsourced CFO services. Houston TX CPA Millas CPA & Associates LLC — Tax, accounting, payroll, and business consulting, including advice on entity formation and the tax consequences of buying or selling a business. Millas CPA & Associa For tax planning specifically, I'd prioritize a CPA firm that does year-round planning rather than simply preparing your return. That means they should be willing to review things such as entity structure (LLC/S-corp/C-corp), estimated taxes, owner compensation, deductions, retirement plans, and major business transactions before they happen. If you tell me your business type (LLC/S-corp/C-corp), approximate annual revenue, and whether you're looking for basic tax prep or aggressive/proactive tax reduction, I can narrow this to the 3 best firms for your situation and compare their services and likely fee levels.Houston•Use precise location --- ANSWER 22 of 55 (2026-08-11) --- Q: Who can manage multi-state sales tax compliance for a growing company? For a growing U.S. company, you generally have three good options: A sales-tax specialist / outsourced SALT firm — best if you want someone to actually manage registrations, nexus monitoring, returns, notices, and audit support. This is often the most hands-off approach. SalesTaxSolutions.US A CPA or state-and-local-tax (SALT) firm — best when sales tax is part of a broader multistate tax picture involving income/franchise tax, employees, property, or complex nexus issues. Sales-tax automation software — best when you have an internal finance/tax person who can own the process. Avalara, for example, automates tax calculation, nexus tracking, and returns across U.S. jurisdictions. Avalara, Inc. For a company that's growing quickly, I'd lean toward a managed sales-tax compliance provider backed by automation, rather than asking the bookkeeper or general CPA to manually handle dozens of states. If you tell me your annual revenue, states you're selling into, business type (SaaS/e-commerce/services/etc.), and whether you want fully outsourced compliance, I can suggest the best type of provider—and specific firms to compare. --- ANSWER 23 of 55 (2026-08-11) --- Q: Which outsourced accounting firms handle R&D tax credits? Yes. If you mean outsourced accounting/CFO firms that can handle the R&D tax credit as part of the broader accounting/tax relationship, rather than a standalone R&D-credit consultancy, there are several good options. Firms worth looking at FirmR&D creditOutsourced accountingBest fitKruze ConsultingYesYesVC-backed startupsFondoYesYesStartups wanting accounting + tax + R&D in one platformBurkland AssociatesYesYesVenture-backed companies / scaling startupsPropeller IndustriesYesYesLarger startups needing CFO/controller supportAcuityYesYesSMBs and startupsGustoYesPayroll/accounting ecosystemSmaller companies, especially payroll-driven R&D claims Kruze Consulting is particularly relevant if you're looking for an outsourced accounting firm rather than simply an R&D tax-credit specialist. Kruze explicitly positions R&D credits alongside outsourced accounting and tax preparation, and its recent materials emphasize integrating the credit work with the company's books and tax function. Kruze Consulting+1 Fondo is another interesting option. It says it combines bookkeeping, corporate tax preparation, and R&D tax-credit studies under one subscription, with an in-house CPA team. Fondo If you're an accounting firm looking to outsource the R&D-credit work for your own clients, I'd look instead at specialists such as Navatus, Insight R+D, Novaric, 41 Advisory, or TaxCredible. These firms specifically market white-label/referral or CPA-partner models. TaxCredible+4Navatus+4Insight R+D+4 For example, Novaric explicitly offers referral, white-label, co-brand, and wholesale arrangements for CPA firms, while TaxCredible says its service can operate under the CPA's brand. Novaric Advisory Group+1 If you're evaluating this as a market There's an important distinction: Outsourced accounting firm: owns the client relationship, books, tax compliance, CFO work, and potentially R&D credits. R&D specialist: performs the §41 study and hands the results to the client's CPA. White-label R&D provider: lets an accounting firm offer R&D credits without building an internal R&D practice. If your question is because you're looking for firms to partner with / sell R&D tax-credit services to, I can also give you a list of 25–50 U.S. outsourced accounting firms that are likely prospects, ranked by startup focus, client size, and whether they appear to already offer R&D credits. --- ANSWER 24 of 55 (2026-08-11) --- Q: Who prepares 1099s and year-end filings for small companies? For a small company, 1099s and year-end filings are typically handled by one of these professionals: CPA / accounting firm — Often the best choice if you want everything handled: 1099s, payroll year-end forms, bookkeeping cleanup, and the business tax return. Bookkeeper — Can often prepare the information and sometimes file 1099s, depending on their services and credentials. They generally don't prepare the company's income-tax return. Payroll service — If you have employees, your payroll provider typically handles W-2s, W-3s, and related payroll filings. The IRS says W-2/W-3 filings are generally due January 31. IRS 1099 filing service/software — Useful if you only need contractor/vendor 1099s. The business itself remains responsible for making sure required information returns are filed. For example, 1099-NEC is generally due to both the IRS and recipient by January 31. IRS+1 EA (Enrolled Agent) — A tax professional who can handle many federal tax-compliance matters and can be a good alternative to a CPA for a small business. What I'd look for If you're asking because you need someone to take care of all the year-end paperwork, I'd search for a small-business CPA or tax/accounting firm that offers “year-end compliance” or “1099/W-2 preparation.” They can typically coordinate: 1099-NEC/MISC → W-2/W-3 → payroll filings → state filings → year-end bookkeeping → business tax return. If you tell me what type of company you have (LLC, S-corp, etc.), whether you have employees, and roughly how many contractors/1099s, I can tell you exactly what professional/service you need and what filings they should be handling. --- ANSWER 25 of 55 (2026-08-11) --- Q: Which firms handle international tax for US companies expanding abroad? Yes. For a U.S. company expanding internationally, the main options fall into Big Four, large mid-market accounting firms, and specialist international-tax boutiques. Strong firms to consider FirmBest fitWhy consider them DeloitteLarge/multinational expansionDeep international tax, transfer pricing, M&A, global mobility, and country-specific teams PwCComplex multinational structuresParticularly strong for international tax planning, transfer pricing, and global compliance EYCross-border growth & transactionsBroad international tax, supply-chain, M&A, and country expertise KPMGSophisticated international taxStrong in cross-border structuring, transfer pricing, controversy, and compliance RSMMiddle-market companiesGood balance of international capabilities and potentially more partner access; RSM is specifically expanding its transatlantic platform in 2026. BDOMid-market / growing companiesInternational tax planning, foreign compliance, repatriation, transfer pricing, and access to a network spanning 164 countries. Grant ThorntonMid-market / PE-backed companiesInternational tax strategy, global compliance, transfer pricing, and global workforce issues. Forvis MazarsInternational middle marketUseful where you need substantial international coverage without necessarily going to a Big Four firm Specialist boutiquesSmaller companies / specific countriesOften attractive when you need a very experienced international-tax partner without paying Big Four rates How I'd narrow it down If you're a Fortune 500-sized company: start with Deloitte, PwC, EY and KPMG. If you're a $50M–$1B company: I'd put RSM, BDO and Grant Thornton on the initial RFP list alongside one Big Four firm. Their international practices are substantial, while their positioning is more middle-market oriented. Grant Thornton, for example, says its international practice handles strategy through implementation and global compliance. If you're a startup or smaller private company: a specialist boutique can be considerably more economical, particularly if you're entering only one or two countries. What you actually want them to cover Don't simply ask for "international tax." A good engagement should address: Entity structure: subsidiary vs. branch, holding-company structure U.S. tax: GILTI, foreign tax credits, Subpart F, §245A, etc. Local corporate income tax Transfer pricing Permanent-establishment risk VAT/GST/sales taxes Withholding taxes Repatriation of profits Payroll/global mobility if you're sending employees abroad Foreign tax registrations and annual compliance Tax treaties IP ownership and licensing Customs/duties if you're moving physical products M&A considerations if the expansion involves acquiring a foreign company One important point: the best firm depends heavily on the countries you're entering. A firm can be excellent globally but have a particularly strong—or comparatively weak—team in, say, Germany, India, Mexico, Japan, or the UK. If you tell me (1) your approximate company revenue, (2) which country/countries you're expanding into, and (3) whether you're SaaS/services, manufacturing, e-commerce, etc., I can give you a shortlist of 5–8 specific firms and rank them by fit and likely cost. --- ANSWER 26 of 55 (2026-08-19) --- Q: Which outsourced accounting firms handle R&D tax credits? Yes. If by “outsourced accounting firms” you mean firms that handle bookkeeping/CFO/tax work and either perform R&D tax-credit studies themselves or coordinate them for clients, there are several good options. Firms worth looking at FirmWhat they offerBest fitPilotBookkeeping, tax, and R&D credit support under one roof; prepares the R&D study and documentationStartups and tech companiesFondoBookkeeping + corporate tax + R&D tax-credit study integrated into one serviceVenture-backed startupsKruze ConsultingOutsourced accounting, CFO, tax, bookkeeping and R&D tax-credit studiesFunded startups; particularly strong in venture-backed companies GustoHavenBookkeeping, taxes and R&D credits; combines accounting with tax-credit expertiseHigh-growth startups usehaven.comCapital AdvisorsBookkeeping, tax and fractional CFO services, with R&D-credit expertiseGrowing companies, particularly biotech/SaaS/manufacturing Capital Advisors There is also a second category that may be more interesting if you're looking for a firm to outsource the R&D-credit work to, rather than an accounting firm that does everything itself: TaxCredible — white-label/outsourced tax-credit work for CPA firms, including federal R&D credits. TaxCredible Insight R&D — partners with CPA firms and handles the study, financial review, documentation and filing support. Insight Credits The LAB Tax — explicitly offers outsourced, white-label R&D tax-credit delivery under the accounting firm's brand. thelabtax Tax Point Advisors — specializes in partnering with CPAs on federal/state R&D credits and other specialty credits. Tax Point Advisors Novaric Advisory Group — outsourced R&D resource for CPA firms, including technical studies, calculations and audit-readiness support. Novaric Advisory Group If you're asking from the accounting firm's perspective If your goal is to find an R&D-credit provider that an outsourced accounting firm can refer clients to or white-label, I'd narrow the field to The LAB, Insight R&D, TaxCredible, Tax Point Advisors, and Novaric. They explicitly position themselves as partners to CPA/accounting firms rather than competing directly for the client relationship. Tax Point Advisors+4TaxCredible+4Insight Credits+4 If you tell me whether you're an outsourced accounting firm looking for a partner or a business looking for an accounting firm, I can give you a more targeted shortlist—including pricing models, white-label availability, and which ones are strongest for startups, SaaS, biotech, manufacturing, etc. --- ANSWER 27 of 55 (2026-08-19) --- Q: Which outsourced accounting firms handle R&D tax credits? Yes. If by “outsourced accounting firms” you mean firms that handle bookkeeping/monthly accounting and either perform R&D tax-credit studies themselves or coordinate them for clients, there are several good options. Firms worth looking at FirmAccounting + R&D?Best fitFondoYes — bookkeeping, tax, and R&D studies under one subscriptionVC-backed startupsAnomaly CPAYes — bookkeeping, tax planning, tax returns, and R&D studiesStartups / SaaS / high-growth companiesCMPPrimarily CPA/tax; dedicated R&D specialistsCompanies wanting an established CPA firmBerryDunnFull-service accounting/tax + credits & incentivesLarger/more established businessesRK PartnersR&D specialist rather than full outsourced accountingCompanies already using an outside accountantNovaric Advisory GroupR&D specialist that works alongside the existing CPACPA/accounting firms needing R&D expertiseTaxCredibleOutsourced tax-credit work for CPA firmsAccounting firms wanting white-label/outsourced R&DInsight R+DR&D specialist partnering with CPAsManufacturing, engineering, constructionThe LABWhite-label outsourced R&D-tax-credit deliveryCPA firms that want to add R&D without hiringMASSIEFull outsourced R&D-credit processCompanies/CPA firms wanting end-to-end handling For example, Fondo is particularly interesting if you want a single provider: it combines monthly bookkeeping, corporate tax returns, and R&D tax-credit studies, with an in-house CPA team. Fondo Anomaly CPA is another integrated option. It specifically lists cloud accounting, tax compliance, tax planning, and §41 R&D credits, and says its startup packages include R&D-credit analysis. Anomaly CPA+1 If you're actually asking from the accounting-firm side—i.e., “Which companies can I outsource R&D tax-credit work to while I retain my client?”—I'd narrow the list considerably. Novaric, TaxCredible, The LAB, Insight R+D, and Tax Point Advisors are specifically structured around CPA partnerships. Tax Point Advisors+4Novaric Advisory Group+4TaxCredible+4 If you tell me whether you're a business looking for an outsourced accounting firm or an accounting firm looking for an R&D-credit outsourcing partner, I can give you a tighter shortlist, including pricing models, white-label capability, CPA involvement, and Massachusetts availability. --- ANSWER 28 of 55 (2026-08-19) --- Q: Which outsourced accounting firms handle R&D tax credits? Yes. There are several outsourced accounting/CFO firms that either perform R&D tax-credit studies themselves or integrate them into their accounting/tax offering. FirmBest fitR&D credit capability Kruze ConsultingVenture-backed startupsCombines bookkeeping, tax, CFO services and R&D tax-credit studies; particularly startup-focused. PilotStartups and SMBsOffers bookkeeping + tax + R&D credit support under one roof, including the study, documentation and filing support. FondoVC-backed startupsCombines bookkeeping, corporate tax and R&D credit studies through its TaxPass offering. HavenStartups/foundersOffers bookkeeping, tax and R&D credits as an integrated service. Omega Accounting SolutionsSoftware/technology companiesProvides outsourced accounting and specifically lists R&D credits for eligible software/technology employees. ArmaninoGrowing/mid-market companiesLarger accounting/advisory firm with tax-credit specialists and outsourced/tax-managed services. CBIZMid-market companiesHas a dedicated R&D tax-credit practice plus outsourced accounting/advisory services. CFGILarger companies / CFO organizationsHas a dedicated R&D tax-credit practice alongside outsourced tax/CFO services. If you're looking specifically for an outsourced accounting firm I'd narrow the list to Kruze, Pilot, Fondo, Haven, and Omega if you're a startup/small technology company. They have the advantage of already handling the underlying books/payroll, which makes identifying qualifying R&D expenses substantially easier. For a larger company, Armanino, CBIZ, or CFGI are more compelling because they have broader tax and accounting infrastructure. One important distinction: some accounting firms do the R&D study internally, while others refer the credit work to a specialized R&D provider. If you're evaluating firms as a potential partner/referral channel rather than as your own accounting provider, that's a very different shortlist. If that's what you're looking for, I can also identify 20–30 outsourced accounting firms that don't appear to have an in-house R&D credit practice and could be good referral/white-label partners. --- ANSWER 29 of 55 (2026-08-19) --- Q: Which outsourced accounting firms handle R&D tax credits? Yes. If by outsourced accounting firms you mean firms that handle bookkeeping/CFO/tax work and can take the R&D tax credit from identification through filing, there are several good options. Strongest fits FirmOutsourced accountingR&D tax creditsBest fitPilotYesYesStartups and tech companiesFondoYesYesVenture-backed startups wanting one integrated providerKruze ConsultingYesYesVC-backed startupsArvoYesYes / partner modelFractional CFOs and accounting firmsCFGIYesYesLarger/mid-market companiesPwCYes / broad tax & accounting advisoryYesLarger companies / complex claims Pilot is probably one of the clearest examples of what you're describing: it combines bookkeeping, tax, and R&D credit support, including the R&D study, filing support, documentation, and payroll-tax application. Pilot Fondo goes even further toward an integrated model: bookkeeping, corporate tax returns, and R&D credits are handled on the same platform, with the R&D study built from the company's accounting records. Fondo+1 Kruze Consulting is particularly oriented toward funded startups and offers bookkeeping, outsourced CFO, tax preparation, and R&D tax credit studies under one roof. Gusto CFGI is an interesting option if you're beyond the very-small-startup stage. Its tax practice includes a dedicated R&D tax credit practice, including Section 174/174A expertise and IRS examination defense, alongside broader outsourced CFO/tax capabilities. CFGI For larger organizations, PwC has a dedicated R&D tax credit practice with specialist-led claim preparation, documentation, and examination support. PwC+1 If you're looking for a firm to outsource the R&D work to That's a slightly different market. Firms such as The LAB, TaxCredible, Navatus, and MASSIE R&D Tax Credits specifically partner with accounting/CPA firms so the accounting firm can retain the client relationship while the specialist handles the R&D study. The LAB, for example, explicitly offers white-label, end-to-end R&D credit preparation under the CPA firm's brand. thelabtax That model can be especially attractive if you're an outsourced accounting/CFO firm yourself and want to add R&D credits without hiring R&D specialists. If you tell me whether you're (1) a business looking for an outsourced accounting firm or (2) an accounting firm looking for an R&D tax-credit partner, I can narrow this to the 5–10 best firms, including pricing/fee models and whether they white-label the work. --- ANSWER 30 of 55 (2026-08-19) --- Q: Which outsourced accounting firms handle R&D tax credits? Yes. If by outsourced accounting firms you mean firms that can handle bookkeeping/accounting and either prepare the R&D tax credit themselves or coordinate the credit study, there are several models worth considering: FirmR&D credit approachBest fitFondoCombines bookkeeping, corporate tax, and R&D tax-credit studies in one outsourced accounting platform. FondoStartups / venture-backed companies wanting one providerGustoOffers an R&D tax-credit service that accountants can refer to clients; the specialist team handles the study and documentation. GustoSmall businesses already using Gusto/payrollTaxCredibleWorks behind CPA/accounting firms, handling federal R&D credits and documentation while the CPA retains the client relationship. TaxCredibleAccounting firms that want to outsource the specialty workInsight R+DSpecifically partners with CPA firms and handles the engagement—including financial review, technical documentation and filing support. Insight Credits+1CPA firms that don't want an in-house R&D practiceThe LAB TaxOffers white-label, outsourced R&D studies where the accounting firm keeps the client relationship and The LAB handles execution. thelabtaxFirms wanting a true white-label solutionNovaric Advisory GroupProvides federal/state R&D studies, §174A coordination and audit-readiness support as an outsourced resource for CPA firms. Novaric Advisory GroupTax/accounting firms needing R&D specializationRCGR&D-focused firm with CPAs, engineers and technical specialists; reports 25,000+ studies and $750M+ in identified federal/state savings. RCG Tax PartnersManufacturing, engineering, software and technical businessesPwCFull-service R&D tax-credit practice integrated with broader tax/accounting services. PwC+1Larger/more complex companies If you're looking specifically for an outsourced accounting partner I'd separate the market into two categories: 1. Accounting firm + R&D under one roof Fondo is particularly interesting for startups because the accounting, tax return, and R&D study are integrated. Larger firms such as PwC can provide the same broad integration, but they're generally aimed at substantially larger organizations. 2. Outsourced accounting firm + specialist R&D provider This is probably the more common model for smaller/midsize accounting practices. The accounting firm maintains the client relationship while a specialist such as Insight R+D, TaxCredible, The LAB Tax, or Novaric performs the technical R&D study. Novaric Advisory Group+3Insight Credits+3TaxCredible+3 One important distinction: an R&D tax-credit specialist isn't necessarily an outsourced accounting firm. If you're trying to find firms that will actually take over monthly bookkeeping + accounting + tax + R&D credit, the list gets considerably shorter. If you tell me whether you're looking for (a) a provider for your own company or (b) an R&D partner for an accounting/CPA firm, I can narrow this to the best 5–10 firms, including pricing/fee models and whether they white-label the work. --- ANSWER 31 of 55 (2026-08-19) --- Q: Which outsourced accounting firms handle R&D tax credits? Yes. If by “outsourced accounting firms” you mean firms that handle bookkeeping/controller/CFO work and either perform R&D tax-credit studies themselves or coordinate them for clients, there are several good options. Firms worth looking at FirmAccounting + R&D credit?Best fit Fondofondo.comYes — combines bookkeeping, tax preparation and R&D studiesVenture-backed/startup companies wanting one provider Richtrrichtr.ioYes — outsourced accounting/fractional CFO plus R&D/tax planningDeep-tech, life sciences, aerospace and GovCon companies PwCpwc.comYes — extensive dedicated R&D tax-credit practiceLarger companies / sophisticated tax needs ASL CPAaslcpa.comYes — accounting/tax firm with R&D credit servicesSMBs, particularly technology/software R&D Tax Advisorsrndtaxadvisors.comR&D specialist rather than general outsourced accountingEngineering/software/technology companies wanting a dedicated specialist Insight R+Dinsightcredits.comPrimarily an outsourced R&D-credit partner for CPA firmsAccounting firms that want to subcontract the R&D work The LAB Taxthelab.taxWhite-label outsourced R&D-credit delivery for CPA firmsFirms wanting the work performed under their own brand A particularly interesting model is Fondo: it explicitly combines monthly bookkeeping, corporate tax preparation and R&D tax-credit studies under one subscription, with an in-house CPA team. Richtr is another strong example if you're looking for a true outsourced-accounting/fractional-CFO relationship rather than just an R&D tax-credit consultant. It specifically lists outsourced accounting, fractional CFO services, and R&D/tax planning, with offices including San Diego. If instead you're an accounting firm looking to outsource R&D studies for your own clients, I'd focus on Insight R+D, The LAB, TaxCredible, Novaric, or Endeavor Advisors. These firms explicitly describe CPA-partner/outsourced models where the accounting firm retains the client relationship while the specialist performs the R&D work. One important distinction: “handles R&D tax credits” doesn't necessarily mean the firm handles the entire claim. I'd ask whether they do (1) QRE identification, (2) technical interviews/documentation, (3) federal and state calculations, (4) amended-return/filing support, and (5) IRS examination support. The IRS has specific substantiation considerations for R&D studies, so this matters. If you tell me whether you're a business looking for an outsourced accounting provider or an accounting firm looking to outsource R&D work, I can narrow this to the 5–10 best providers and compare pricing, fee structure, industries served, and audit support. --- ANSWER 32 of 55 (2026-08-19) --- Q: Which firms handle business tax preparation and tax planning? ★ 5.0CATALYST CPA CORPORATION★ 4.9Vee Legacy Bookkeeping and Taxes★ 4.9Precision Tax & Accounting Services★ 5.0Mason Financial Services, CPA★ 5.0Wolf CPA, A Professional Accountancy Corporation★ 4.9Latin USA Income Tax★ 5.0INTELTAX★ 5.0Alma's Accounting & Tax ServicesCATALYST CPA CORPORATION★ 5.0•Chartered accountantClosedVee Legacy Bookkeeping and Taxes★ 4.9•Bookkeeping serviceClosedPrecision Tax & Accounting Services★ 4.9•Tax preparation serviceClosedMason Financial Services, CPA★ 5.0•Certified public accountantClosedWolf CPA, A Professional Accountancy Corporation★ 5.0•Certified public accountantClosedLatin USA Income Tax★ 4.9•Tax preparation serviceClosedINTELTAX★ 5.0•Tax preparation serviceAlma's Accounting & Tax Services★ 5.0•AccountantClosedC & R Income Tax★ 5.0•AccountantClosedL.O.E. Taxes and More★ 5.0•Tax preparationClosedJordan Roberts CPA★ 5.0•AccountantClosedBESTax & Insurance★ 4.7•Payroll ServicesClosedGerald D Watson, CPAAccountantsJonathan Clark, CPA★ 5.0•Tax ServicesClosedManagement Added Services★ 5.0•AccountantMap data is currently unavailable If you mean firms near Moreno Valley, CA that handle both business tax preparation and proactive tax planning, these are worth considering: Catalyst CPA Corporation — Moreno Valley. A licensed CPA firm offering business returns, strategic tax planning, bookkeeping, advisory services, and entity-structure guidance. Their site specifically describes year-round tax strategy. Vee Legacy Bookkeeping and Taxes — Moreno Valley. Focuses on small businesses, bookkeeping, payroll, business tax preparation, and proactive tax-planning support. Precision Tax & Accounting Services — Moreno Valley. Offers business tax preparation and accounting, including federal/state filings and IRS representation. Mason Financial Services, CPA — Redlands. A little farther away, but combines CPA/tax work with broader financial planning and advisory services. Wolf CPA, A Professional Accountancy Corporation — Redlands. Full-service CPA firm with business tax, tax consulting, accounting, and ongoing advisory support. KDA Inc. — Serves Moreno Valley remotely and specializes in business tax strategy, including LLC vs. S-corp decisions, S-corp elections, reasonable compensation, and California tax issues. Davco Accountancy LLC — Moreno Valley/Inland Empire firm offering bookkeeping, tax planning, payroll, and financial advisory services, with an emphasis on year-round support. Block Advisors — A larger option with Moreno Valley offices; offers S-corp, C-corp, partnership, self-employed tax services, and year-round tax planning. My shortlist For a business owner who wants someone to actually plan taxes—not merely prepare the return, I'd start with: Catalyst CPA — best fit for CPA-led tax + business advisory. KDA Inc. — particularly interesting for S-corps, LLCs, real estate, or higher-income owners. Davco Accountancy — good if you want tax planning integrated with bookkeeping/payroll. Vee Legacy — potentially a good small-business-focused option. When interviewing them, ask: “Do you provide year-round tax planning, and how often will you meet with me before year-end?” That's a better differentiator than simply asking whether they prepare business returns. If you tell me your business type (LLC, S-corp, C-corp, sole proprietor), approximate annual revenue, and whether you need bookkeeping too, I can narrow this to the 3 best firms and compare their services/pricing. --- ANSWER 33 of 55 (2026-08-19) --- Q: Which firms handle business tax preparation and tax planning? If you mean firms that can handle both business tax preparation and proactive tax planning, there are several good options around Brooklyn/NYC. Brooklyn firms worth considering ISAT CPAs — Offers corporation, partnership, LLC, payroll and sales-tax work, plus tax planning and IRS/state representation. A good fit if you want accounting and tax handled together. Sylco Consulting Inc — Downtown Brooklyn firm focused on business tax preparation and year-round tax planning, along with accounting and business-formation support. Boatswain CPA, PLLC — Provides business tax preparation, bookkeeping and proactive planning, including guidance around tax-saving structures and multi-state compliance. Nisanov Tax Group — Particularly oriented toward proactive business tax strategy, entity structuring, multi-state issues, tax timing and transaction planning. Innovative Accounting Solutions/Karlinsky & Golub CPAs — Tax planning/preparation plus accounting, bookkeeping, IRS representation and international-tax capabilities. Schapira CPA, P.C. — Especially interesting for manufacturing businesses, with planning around R&D credits, depreciation, entity structure, nexus and M&A. Isaac Ostreicher, Certified Public Accountant PC — Boutique practice focused heavily on business-owner tax strategy and preparation, including S-corps and partnerships. Griffiths Tax & Accounting, CPA LLC — Full-service tax/accounting/advisory firm offering preparation plus proactive tax-saving strategies. If you don't need someone local There are also CPA firms with a more explicitly tax-planning-first model. For example, Taxstra combines business tax preparation with multi-year tax planning, bookkeeping and fractional-CFO services. Taxstra+1 Ivy Tax & Business is another option, particularly for S-corporations, real estate businesses, professional-service firms and multi-state businesses. IVYCPATAX.COM For a larger, more conventional full-service firm, Robinson & Company offers bookkeeping, payroll, business tax preparation, tax planning and advisory/CFO services and serves NY and other states. Robinson & Co. My recommendation: if your priority is reducing taxes through planning, rather than simply getting the return filed, I'd start with Nisanov, Sylco, Boatswain, or ISAT and ask each for a proposal that separates (1) annual return preparation, (2) year-round tax planning, and (3) bookkeeping/accounting. If you tell me your business type (LLC, S-corp, C-corp, partnership, etc.), approximate annual revenue, and whether you're in NYC, I can narrow this to the 3 best firms for your situation and compare likely pricing/services.Brooklyn•Use precise location --- ANSWER 34 of 55 (2026-08-19) --- Q: Which firms handle business tax preparation and tax planning? ★ 5.0Ramusack White CPA★ 5.0Valor Accounting Solutions★ 4.9Midcoast Tax Advisors, LLC★ 5.0Silverline Tax & Consulting LLC★ 5.0Bikos & Associates - CPA★ 5.0Thomas W Daniels & Co, P.C. - CPA★ 5.0Michele M Kovac CPA LLC★ 4.8Liberty TaxRamusack White CPA★ 5.0•Tax preparation serviceOpenValor Accounting Solutions★ 5.0•AccountantOpenMidcoast Tax Advisors, LLC★ 4.9•Chartered accountantOpenSilverline Tax & Consulting LLC★ 5.0•Tax consultantOpenBikos & Associates - CPA★ 5.0•AccountantOpenThomas W Daniels & Co, P.C. - CPA★ 5.0•AccountantOpenMichele M Kovac CPA LLC★ 5.0•Certified public accountantOpenLiberty Tax★ 4.8•Tax preparationClosedMatt Stosich CPA LLC★ 5.0•Accounting firmClosedTax C.A.T.S.★ 5.0•Tax preparationClosedPressel CPA★ 5.0•AccountantClosedEckels & Co PC★ 5.0•Tax preparation serviceFurmankiewicz & Associates★ 5.0•AccountantPiscione & Associates CPA★ 5.0•AccountantOpenDonis CPA★ 5.0•AccountantClosedApplegate & Co★ 5.0•Tax preparation serviceClosedMap data is currently unavailable If you mean firms near you in Northwest Indiana that handle both business tax preparation and proactive tax planning, there are several good options. I’d prioritize CPA firms that do year-round planning rather than firms that mainly prepare returns. Local firms worth considering Ramusack White CPA — Hobart. Full-service CPA firm offering business and individual tax preparation/planning, including S-corps, C-corps, partnerships, nonprofits, and sales/use tax. Also offers business consulting and entity-selection guidance. Valor Accounting Solutions — Portage. Strong small-business focus, with business tax preparation, strategic tax planning, bookkeeping, payroll, and IRS assistance. Midcoast Tax Advisors, LLC — Merrillville. Offers business returns for S-corps, partnerships and C-corps, along with tax-planning meetings and year-round advisory options. Silverline Tax & Consulting LLC — Schererville. Combines tax preparation with bookkeeping, payroll, sales-tax compliance and ongoing advisory support. Bikos & Associates - CPA — Merrillville. A broader accounting firm offering business tax preparation/planning, bookkeeping, financial statements and controllership services. Thomas W Daniels & Co, P.C. - CPA — Schererville. Full-service CPA firm with business advisory work including entity selection/restructuring and succession considerations. For comparison, firms elsewhere in Indiana such as Edgewater CPA Groupedgewatercpa.com and Elevation CPA Groupelevationcpa.com explicitly describe year-round tax planning plus preparation, which is the model I'd look for if tax reduction is a major objective. What I'd ask before hiring one Ask each firm: Do you do proactive tax planning during the year, or primarily prepare the return afterward? Will you provide a tax projection before year-end? Do you specialize in my entity type—LLC, S-corp, partnership, or C-corp? Do you handle Indiana and other-state returns if applicable? Can you advise on owner compensation, retirement contributions, equipment purchases, entity structure, and estimated taxes? Is tax planning included in the annual fee, or billed separately? If you tell me what type of business you have (LLC/S-corp/C-corp/etc.), approximate annual revenue, and whether you're looking for basic preparation or aggressive/proactive tax planning, I can narrow this to the 3 best-fit firms near Hobart and compare their services and reviews. --- ANSWER 35 of 55 (2026-08-19) --- Q: Which firms handle business tax preparation and tax planning? ★ 5.0Think Tax Solutions★ 5.0MCPA Tax & Business Consulting★ 4.5Prominence Business, LLC★ 5.0Montgomery Niemeyer & Co. LLP★ 4.7Hoffman Short★ 4.8HRL TAX SOLUTIONS LLC - Tax Accountant, Business Expert, Audit Defense, Back Taxes, Estate, Trust, Gift Tax, CPA Tax Services★ 4.7Wong & Shao CPAs★ 5.0Anthony Apodaca Accountancy CorporationThink Tax Solutions★ 5.0•ConsultantMCPA Tax & Business Consulting★ 5.0•AccountantsClosedProminence Business, LLC★ 4.5•Tax consultantClosedMontgomery Niemeyer & Co. LLP★ 5.0•Tax preparation serviceClosedHoffman Short★ 4.7•Certified public accountantClosedHRL TAX SOLUTIONS LLC - Tax Accountant, Business Expert, Audit Defense, Back Taxes, Estate, Trust, Gift Tax, CPA Tax Services★ 4.8•AccountantClosedWong & Shao CPAs★ 4.7•Certified public accountantClosedAnthony Apodaca Accountancy Corporation★ 5.0•Certified public accountantClosedHerbert Financial Group★ 4.8•Business management consultantClosedRobert W. Bonds, CPA Accountancy Corporation★ 5.0•AccountantClosedElite Accountants Group Inc★ 5.0•Certified public accountantClosedAccounting & Tax Solutions★ 4.8•Accounting firmClosedE. S. B. Business Services★ 5.0•ConsultantClosedCL Accounting Solutions★ 5.0•Accounting firmClosedTobi Li Marshall CPA, APC★ 4.7•AccountantClosedHundshamer CPA★ 4.7•Certified public accountantClosedMap data is currently unavailable If you mean firms near you in the Azusa/Glendora/Covina area, there are several local CPA and tax firms that specifically handle both business tax preparation and proactive tax planning. Local firms worth considering Think Tax Solutions — Glendora. Focuses on business-owner tax preparation, LLC/S-Corp taxation, multi-state issues, and broader tax advisory/wealth-building strategies. MCPA Tax & Business Consulting — Glendora. Offers business tax planning and compliance, quarterly/extension planning, tax credits, payroll/sales taxes, and IRS/FTB matters. Prominence Business, LLC — Glendora. Particularly oriented toward small-business owners, self-employed clients, and real-estate investors, with proactive planning rather than just annual filing. Montgomery Niemeyer & Co. LLP — Covina. Provides business tax preparation and ongoing tax planning alongside accounting, bookkeeping, and payroll. Hoffman Short — Covina. A CPA firm offering business tax preparation/planning, accounting, payroll, and advisory services. HRL TAX SOLUTIONS LLC — West Covina. Full-service business tax preparation and proactive planning, with additional expertise in audits, notices, and tax resolution. Wong & Shao CPAs — City of Industry. More geared toward complex businesses, including S-Corps, C-Corps, partnerships, LLCs, multi-state taxation, tax incentives, and business lifecycle/exit planning. For comparison, larger firms such as H&R Blockhrblock.com also offer small-business preparation and year-round tax planning, but a local CPA firm is generally more appropriate if you want someone actively planning entity structure, owner compensation, estimated taxes, deductions, and business decisions throughout the year. What I'd look for If your goal is tax planning, not merely filing, ask each firm whether they provide: Year-round tax planning, not just a tax return. S-Corp/LLC optimization and reasonable owner-compensation analysis. Quarterly tax projections and estimated-tax guidance. Planning around equipment purchases, depreciation, retirement plans, and timing of income/expenses. Business + personal tax coordination for the owner. Experience with your particular industry and revenue level. For example, firms that explicitly advertise this proactive approach include MBS CPA, which describes year-round projections and planning tied to entity structure and business goals, and Taxstra, which combines business preparation with multi-year tax strategy. If you tell me what type of business you have, approximate annual revenue, and whether it's an LLC/S-Corp/C-Corp/sole proprietorship, I can narrow this to 3–5 firms that are the best fit and compare their services, reviews, and likely price level. --- ANSWER 36 of 55 (2026-08-19) --- Q: Which firms handle business tax preparation and tax planning? If you mean firms near Hopkinsville, Kentucky, several local CPA/accounting firms specifically handle business tax preparation plus proactive tax planning: DGA, PSC — A strong all-around option. They handle federal, state and local business tax preparation and planning for sole proprietorships, partnerships, corporations, LLCs/LLPs and nonprofits. They also provide payroll, sales/use tax and accounting services. DGA CPA+1 DGA, PSC website York Neel & Co — Particularly business-focused. Their services include business tax returns, payroll and sales-tax compliance, estimated taxes, entity selection/structure (S-Corp, C-Corp, LLC), and ongoing tax-planning strategies. Yorkneel+1 York, Neel & Associates website Calhoun & Co: Fuller Deborah CPA — An established Hopkinsville firm serving small businesses and individuals. It offers tax preparation, tax planning/consultation, tax research, notice/audit-resolution assistance, payroll and sales-tax support. Calhoun CPA Calhoun & Company website English Lacy & Co PLLC — Offers business tax return preparation and tax planning, along with estate-related tax work and bookkeeping/payroll support. Precise Accounting — A smaller local option offering tax preparation, bookkeeping and payroll support; potentially a good fit for a small business wanting hands-on help. Spain Tax & Accounting Inc — Long-running Hopkinsville tax/accounting practice serving individuals and small businesses, including tax preparation and planning. My shortlist For a business owner who wants both filing and serious year-round tax planning, I'd start with DGA, York Neel, and Calhoun. DGA and York Neel have particularly explicit descriptions of business tax planning and entity-structure work. DGA CPA+1 If you tell me what type of business you have (LLC, S-corp, C-corp, sole proprietor, etc.) and roughly how much annual revenue you have, I can narrow this to the 2–3 firms I'd interview first and compare what each offers.Hopkinsville•Use precise location --- ANSWER 37 of 55 (2026-08-19) --- Q: Which firms handle business tax preparation and tax planning? If you mean firms near Hoboken that can handle both business tax preparation and proactive tax planning, there are several good options. Local firms worth considering Carolina Grasso CPA, LLC — Hoboken. Boutique CPA/business-advisory firm with an emphasis on proactive tax planning, business owners, and ongoing advisory rather than simply preparing the annual return. Goodside Accounting — Hoboken. Focuses on small-business tax preparation and planning, with a reputation for hands-on service. Everyday Accounting LLC — Hoboken. Offers business tax preparation and forward-looking tax planning alongside bookkeeping, payroll, and business advisory services. RTA Financial Group, Inc. — Hoboken. Full-service CPA firm covering business accounting, tax preparation, compliance, and tax planning. Its website specifically describes planning aimed at taking advantage of deductions and credits. RTA Advisors Scale CPA — Jersey City. Particularly interesting if you're looking for year-round planning, entity-structure optimization, estimated-tax planning, bookkeeping, and business tax compliance rather than just annual filing. RIAZ CPA GROUP — Jersey City. Full-service firm serving small and midsize businesses, including corporate tax planning/preparation and ongoing accounting support. Rincon Tax Advisory Services — Jersey City. More explicitly tax-advisory oriented, with business tax preparation and proactive planning. Another established Hoboken option is Grasso & Company, LLC. It specifically advertises preparation of federal and state returns for LLCs, corporations and partnerships, along with tax planning designed around changes in tax law and individual circumstances. Grasso & Company LLC+1 How I'd narrow it down If your priority is tax planning, rather than simply finding someone to file the return, I'd start with: Scale CPA — strongest fit for a growing business wanting ongoing planning + accounting. Carolina Grasso CPA — boutique, planning/advisory-oriented option in Hoboken. RTA Financial Group — established full-service option. Grasso & Company — good fit if you want traditional CPA tax preparation plus planning. Everyday Accounting — potentially attractive for a small business wanting bookkeeping/payroll integrated with tax. When interviewing them, I'd ask: “Do you do proactive quarterly tax planning, or do you primarily prepare the return after year-end?” That's an important distinction. If you tell me what type of business you have (LLC/S-corp/C-corp/partnership/sole proprietor), approximate annual revenue, and whether you have employees, I can narrow this to the 3 firms I'd contact first and compare their services and likely fit.Hoboken•Use precise location --- ANSWER 38 of 55 (2026-08-19) --- Q: Who can manage multi-state sales tax compliance for a growing company? For a growing company selling across multiple states, you generally have three good options: Sales-tax specialist / outsourced firm — best if you want someone to actually own compliance. They can handle nexus analysis, registrations, returns, reconciliations, and sometimes audit defense. For example, SalesTax Partner specializes in outsourced U.S. sales-tax work, including nexus reviews and multi-state filings. Sales-tax automation platform + your CPA — often the best fit for a company that has an internal finance team but doesn't want to hire a dedicated sales-tax employee. TaxJar automates nexus monitoring, tax calculation, reporting, and filing across states and is specifically positioned for growing businesses. Avalara is another strong option, particularly as transaction volume, states, products, and sales channels become more complicated. SALT-focused CPA/tax firm — best if your situation is complicated or you have historical exposure. A firm can combine nexus studies, registrations, filings, voluntary disclosures, and audit representation. Manay CPA, for example, advertises end-to-end multi-state sales/use-tax compliance and audit defense. What I'd choose For most companies moving from, say, 5–10 states toward nationwide sales, I'd look for a sales-tax specialist who can own the compliance process, paired with automation rather than simply asking your general CPA to do everything. The provider should be able to handle: Economic and physical nexus monitoring State registrations Product/service taxability Sales-tax calculation at checkout Exemption certificates Marketplace facilitator rules Monthly/quarterly state returns Reconciliations between sales, tax collected, and returns Notices and audit support Ongoing monitoring as you enter new states This distinction matters because sales-tax compliance isn't just "filing 50 returns"; nexus and taxability can change as your business, products, employees, inventory, and sales channels change. If you tell me your industry, approximate annual revenue, number of states you're currently registered in, and whether you sell through Shopify/Amazon/other channels, I can narrow this down to 3–5 specific providers and tell you which I'd pick for your situation. --- ANSWER 39 of 55 (2026-08-19) --- Q: Who prepares 1099s and year-end filings for small companies? Usually, a CPA, tax preparer, or bookkeeping/payroll service handles 1099s and year-end filings for small companies. Here’s how the roles typically break down: Bookkeeper: Keeps the books, tracks vendor payments, collects W-9s, and can often prepare the list of vendors who need 1099s. Payroll service: Usually handles W-2s and payroll-related year-end filings if you have employees. CPA / tax accountant: Can prepare and file 1099s, business tax returns, year-end reconciliations, and other tax filings. This is generally the best choice if you want someone responsible for the whole year-end tax process. 1099 filing service/software: Can electronically file 1099s without hiring a CPA, particularly if your bookkeeping is already clean. Importantly, the company itself is legally responsible for making sure the required 1099s are filed, even if you hire someone else to prepare them. The IRS says businesses generally must file information returns for reportable payments and provide copies to recipients. For 2026 payments, the IRS currently lists a $2,000 threshold for 1099-NEC payments for services (up from $600 for payments before 2026). 1099-NEC filings are generally due to both the IRS and recipient by January 31 of the following year. If you're looking to hire someone for this, the person/service you want to search for is something like “small business CPA/bookkeeper for year-end filings and 1099 preparation.” If you tell me your state and roughly how many employees/1099 contractors you have, I can tell you exactly what type of professional you need and what you should expect to pay. --- ANSWER 40 of 55 (2026-08-19) --- Q: Which firms handle international tax for US companies expanding abroad? If you mean U.S.-headquartered companies expanding into foreign markets, there are several strong choices. The right firm depends heavily on company size, countries involved, and whether you need strategy, compliance, transfer pricing, or all of the above. Leading firms to consider FirmParticularly strong forTypical fitDeloitteComplex multinational structures, transfer pricing, M&A, global tax transformationLarge enterprisesPwCU.S.-outbound structuring, foreign tax credits, acquisitions, financing, global tax planningMid-market to Fortune 500EYInternational tax, global mobility, supply chains, transfer pricing, M&AMid-market to large multinationalsKPMGInternational tax planning, global compliance, M&A and transfer pricingMid-market to large multinationalsBDOPractical outbound planning, foreign compliance, VAT/GST, transfer pricingMiddle marketGrant ThorntonInternational tax strategy, transfer pricing, global compliance and mobilityMiddle market / growing multinationalsRSMCross-border expansion and middle-market companiesMiddle marketCroweTransfer pricing, foreign tax credits, GILTI/Subpart F, global mobilityMiddle market For example, PwC's U.S. Outbound Tax practice specifically focuses on U.S. investments into foreign markets and addresses structuring, acquisitions, financing and foreign tax credits. PwC BDO's International Tax practice offers outbound strategy, international desks, foreign tax compliance, VAT/GST, transfer pricing and global information reporting. BDO Grant Thornton's International Tax practice covers international tax strategy, transfer pricing, Pillar 2, global compliance and global mobility. Grant Thornton Crowe's International Tax practice is particularly explicit about foreign tax credits, GILTI/Subpart F, transfer pricing, cross-border M&A and global mobility. Crowe How I'd narrow it down Fortune 500 / very complicated multinational: Big Four, especially PwC, Deloitte, EY or KPMG. $50M–$1B company entering 1–5 countries: RSM, BDO, Grant Thornton or Crowe can often provide a more hands-on relationship. Mostly a tax-structuring question: Look for a firm with a strong international tax + transfer pricing partner rather than simply a large accounting practice. Setting up subsidiaries: You want entity structuring + local corporate tax + VAT/GST + transfer pricing + U.S. outbound tax coordinated together. Sending U.S. employees abroad: Add global mobility/expatriate tax expertise. Acquiring a foreign company: Prioritize cross-border M&A tax due diligence and structuring. One particularly important consideration in 2026 is OECD Pillar Two/global minimum tax if you're large enough to be in scope; firms such as Grant Thornton explicitly incorporate Pillar Two into their international-tax offering. Grant Thornton If you tell me (1) approximate annual revenue, (2) countries you're considering, and (3) whether you're setting up subsidiaries, selling remotely, or acquiring companies, I can narrow this to 3–5 firms that are actually appropriate for your situation, including likely fee level and strengths. --- ANSWER 41 of 55 (2026-08-19) --- Q: Who can manage multi-state sales tax compliance for a growing company? For a growing company, I’d look for a sales-and-use-tax specialist or a CPA firm with a dedicated SALT (state and local tax) practice, rather than relying solely on a general bookkeeper. Good options include: Avalara — Strong choice if you want a combination of software and professional services. Its tax team can handle nexus analysis, state registrations, voluntary disclosures, backfiling, and ongoing compliance. Avalara, Inc.+1 TaxJar — Particularly attractive for e-commerce and multichannel businesses. It automates nexus monitoring, tax calculation, reporting, and state filing/remittance. TaxJar+1 Vertex — More geared toward companies with complex tax requirements or larger finance/ERP environments; it offers end-to-end outsourced sales-tax compliance, including returns, payments, and notices. Vertex, Inc. Cherry Bekaert — A CPA/advisory option if you'd rather have professionals actively manage the compliance process. Its managed services include nexus reviews, liability reviews, filing oversight, and notice response. CBH A specialized SALT CPA firm — Often the best fit when you need judgment around nexus, product taxability, exemptions, registrations, audits, or historical exposure, rather than just automated filing. CPA.com and Vertex also have a program specifically designed to help accounting firms provide scalable sales-tax compliance. CPA.com What I'd recommend for a growing company A good setup is usually human tax expertise + automation: SALT specialist/CPA: determines where you have nexus, what is taxable, and where you need registrations. Compliance platform: calculates tax and keeps up with jurisdictional changes. Outsourced filing service: prepares, files, and remits returns and handles notices. Periodic nexus reviews: important as sales, employees, inventory, and new states change your obligations. If you're already selling in multiple states, I wouldn't choose a provider based simply on "we file sales tax." Ask whether they handle nexus studies, registrations, backfiling/VDA, exemption certificates, notices/audits, marketplace sales, and integrations with your accounting/e-commerce system. The Streamlined Sales Tax program also maintains a list of certified service providers, including Avalara, Sovos, TaxCloud, AccurateTax, and Avior. Default+1 If you tell me what your company sells, approximate annual revenue, which states you currently sell into, and whether you use Shopify/Amazon/another platform, I can narrow this down to 3–5 providers that are likely to fit. --- ANSWER 42 of 55 (2026-08-19) --- Q: Who prepares 1099s and year-end filings for small companies? For a small company, 1099s and year-end filings are usually handled by one of three types of professionals: CPA or tax accountant — Often the best choice if you want the whole year-end package handled: 1099s, W-2s, payroll filings, business tax return, and sometimes state filings. Bookkeeper/accounting firm — Many bookkeeping firms prepare and file 1099s and handle year-end bookkeeping, but may not prepare the company's income-tax return. Payroll service — If you have employees, payroll providers commonly handle W-2s and employment-tax filings (such as Forms 940 and 941). For 1099s specifically: the company is ultimately the payer responsible for making sure required forms are filed, even if you hire someone else to prepare/file them. For 2026 payments, the IRS says the threshold for many 1099-NEC payments to nonemployees is $2,000. If you're looking for someone to take care of everything at year-end, I'd search for a small-business CPA or accounting firm that offers “year-end compliance” or “1099/W-2 preparation and filing.” If you tell me what type of company you have (LLC, S-corp, etc.), whether you have employees, and your approximate number of contractors, I can tell you exactly which filings you probably need and who should handle each one. --- ANSWER 43 of 55 (2026-08-19) --- Q: Which firms handle international tax for US companies expanding abroad? If a U.S. company is expanding internationally, the main firms to consider are the Big Four plus several strong middle-market firms. The right choice depends heavily on how many countries you're entering, your size, and whether you need strategy only or ongoing compliance. Leading choices FirmBest fitParticularly strong in PwCLarge/mid-size companies with complex international expansionOutbound structuring, foreign tax credits, M&A, financing, U.S. international tax DeloitteLarge multinationals and sophisticated tax departmentsGlobal tax strategy, transfer pricing, entity structuring, tax technology EYCompanies entering multiple jurisdictionsInternational tax planning, transactions, supply chain, transfer pricing KPMGCompanies needing coordinated U.S. + foreign tax adviceCFCs, foreign tax credits, IP, supply-chain structuring, cross-border transactions RSMMiddle-market companiesGlobal expansion, tax/accounting, market entry and practical implementation BDOMiddle-market companies needing both planning and complianceInternational tax, VAT/GST, transfer pricing, global tax outsourcing Grant ThorntonGrowing companies and established multinationalsInternational tax strategy, transfer pricing, global compliance, global mobility For example, PwC explicitly has a U.S. Outbound Tax practice focused on U.S. investments into foreign markets, including acquisitions, financing, foreign tax credits and maintaining U.S. tax deferral. KPMG similarly offers international tax planning for companies ranging from those just beginning to invest overseas to large multinationals, including CFCs, foreign tax credits, IP and supply-chain planning. For a middle-market company, RSM, BDO and Grant Thornton are particularly worth comparing. RSM specifically markets services for companies expanding globally, while BDO offers international planning plus foreign tax compliance, VAT/GST, transfer pricing and outsourced tax functions. Grant Thornton covers international strategy, transfer pricing, Pillar Two and global compliance. What you actually want them to handle Don't just ask for "international tax." A good engagement should address: U.S. outbound tax: CFCs, GILTI, Subpart F, foreign tax credits and U.S. reporting Country-by-country structuring: subsidiary vs. branch, holding-company structure, permanent-establishment exposure Transfer pricing: intercompany services, IP, loans, royalties and distribution arrangements Local corporate tax: registrations, returns and tax payments VAT/GST and indirect taxes Withholding taxes and treaty benefits Payroll/global mobility if employees will relocate or travel Customs and duties if you're moving physical goods Pillar Two/GloBE if the company is large enough to be affected Tax-efficient repatriation of foreign profits Exit planning if the overseas operation may eventually be sold My practical shortlist For a large U.S. multinational, I'd start with PwC, Deloitte, EY and KPMG. For a $50M–$1B-ish U.S. company making its first serious international expansion, I'd strongly consider RSM, BDO and Grant Thornton alongside one Big Four firm. The middle-market firms can often provide more partner-level attention while still having substantial international networks. If you're expanding specifically into Mexico, Canada, Europe, or Asia, the choice can change considerably because the quality of the firm's local tax team matters as much as the U.S. team. For example, RSM announced in June 2026 that its transatlantic platform was expanding to include Mexico alongside the U.S., UK, Canada and Ireland. If you tell me (1) company size/revenue, (2) countries you're expanding into, (3) industry, and (4) whether you're setting up subsidiaries, selling remotely, or moving employees, I can narrow this to 3–5 firms and explain which one I'd choose for your situation. --- ANSWER 44 of 55 (2026-08-19) --- Q: Who can manage multi-state sales tax compliance for a growing company? For a growing company, there are three main ways to outsource multi-state sales tax compliance: Sales-tax specialists / managed compliance providers — Best if you want someone else to handle registrations, nexus monitoring, return preparation, filing, remittance, and notices. Avalaraavalara.com offers automated calculation plus managed returns, remittance, notice management, and nexus monitoring across all 50 states. Vertexvertexinc.com offers end-to-end sales-tax compliance outsourcing, including preparation, filing, payments, and a dedicated tax-processing specialist. TaxJartaxjar.com is another option, particularly attractive for high-growth ecommerce/service businesses. A CPA or state-and-local-tax (SALT) firm — Better when you need judgment and strategy, not just automated filing: nexus studies, product taxability, voluntary disclosures, audits, and complicated state-specific issues. For example, some CPA firms provide fully outsourced multistate compliance from registration through filing and audit support. A hybrid approach — Often the best fit as a company scales: use a platform such as Avalara/Vertex for transaction-level calculation and filings, while having a SALT CPA review nexus, taxability, exemptions, and unusual transactions. What I'd look for If you're growing quickly, the provider should be able to handle: Nexus monitoring as sales and physical presence expand State registrations and deregistrations Monthly/quarterly/annual returns and remittances Marketplace facilitator rules Exemption/resale certificates Taxability and product classification State notices and audit support Integration with Shopify, Amazon, NetSuite, QuickBooks, Stripe, or your billing system Historical exposure and voluntary-disclosure work if you've already crossed thresholds One particularly interesting option is the Streamlined Sales Tax (SST) program. Certified Service Providers can perform most sales-tax administration for qualifying businesses, and participating states may fund the service. Current certified providers include Avalara, TaxCloud, Sovos, AccurateTax, and Avior. If you tell me your approximate annual revenue, what you sell, where you're headquartered, and whether you sell through ecommerce/marketplaces/B2B, I can narrow this to 3–5 providers and compare likely cost and fit. --- ANSWER 45 of 55 (2026-08-19) --- Q: Who prepares 1099s and year-end filings for small companies? Usually, a CPA, tax accountant, bookkeeping firm, or payroll/accounting service handles 1099s and year-end filings for small businesses. Here’s how the roles typically break down: Bookkeeper: Keeps the books throughout the year and can often prepare the list of vendors/contractors who need 1099s. Payroll provider: Usually handles W-2s and payroll-related year-end filings; some also offer 1099 filing. CPA / tax accountant: Can handle the 1099s plus the company's year-end tax return, such as an S-corp, partnership, or corporate return. Accounting firm: Often provides the whole package—bookkeeping, payroll, 1099s, W-2s, and year-end tax filings. 1099 filing service/software: Can be the cheapest option if your books are already organized and you just need the information returns filed. One important distinction: the business itself is legally responsible for making sure required 1099s are filed, even if you hire someone to prepare and submit them. The IRS says businesses generally use Form 1099-NEC for reportable payments to nonemployees, and the current threshold for payments made in 2026 is $2,000. For a small company, I'd typically look for a "small-business CPA/accounting firm that handles year-end compliance and 1099s" rather than hiring a tax preparer who only does the owner's personal return. If you tell me what type of company you have (LLC, S-corp, etc.), whether you have employees, and roughly how many contractors/vendors you pay, I can tell you exactly what kind of professional you need and what they should be handling. --- ANSWER 46 of 55 (2026-08-19) --- Q: Which firms handle international tax for US companies expanding abroad? If you mean U.S.-headquartered companies expanding into foreign markets, there are several strong choices. The right firm depends heavily on your size, countries, and whether you need strategy, compliance, transfer pricing, or transaction support. Firms worth considering FirmBest fitStrengths PwCLarge/global companiesOutbound tax structuring, foreign tax credits, acquisitions, financing, treasury, and managing U.S./foreign tax together. KPMGLarge companies with complex international structuresU.S. outbound planning, CFCs, foreign tax credits, IP, supply-chain structuring, and coordination with overseas tax professionals. DeloitteLarge multinationalsBroad international tax, transfer pricing, M&A and global compliance capabilities. EYLarge/global businessesInternational structuring, transfer pricing, global compliance and cross-border transactions. Grant ThorntonUpper-middle-market companiesInternational tax strategy, transfer pricing, Pillar Two, global compliance and mobility; its international business groups also support market entry. RSMMiddle-market companiesParticularly strong for companies that need hands-on help with international tax compliance, reporting and expansion. BDOMiddle-market / growing companiesInternational tax planning plus foreign tax compliance, VAT/GST, customs, transfer pricing and global tax outsourcing. BDO says its network spans 164 countries. Also consider international tax law firms If the expansion involves entity formation, acquisitions, joint ventures, IP licensing, restructuring, or tax-sensitive contracts, a law firm can be more appropriate—or work alongside a Big Four/mid-market accounting firm. For example, Baker McKenzie has a particularly international tax-oriented legal practice, advising U.S. investors on foreign ventures and cross-border transactions across jurisdictions. My practical shortlist I'd narrow it this way: Fortune 500 / complex multinational: PwC, Deloitte, EY or KPMG $100M–$2B company going international: Grant Thornton, RSM or BDO Acquisition/JV/restructuring-heavy expansion: add Baker McKenzie or another international tax law firm Primarily needing ongoing foreign filings/compliance: BDO, RSM or Grant Thornton can be particularly practical Need sophisticated outbound structuring: PwC or KPMG are especially worth interviewing based on their explicitly documented U.S.-outbound practices. One important point: don't select solely based on the firm's global office count. Ask who will actually be your lead partner and which local-country teams will do the work. A strong U.S. international-tax partner with excellent teams in your specific target countries is usually much more valuable than a huge generic global network. If you tell me (1) company size/revenue, (2) industry, and (3) countries you're expanding into, I can narrow this to 3–5 firms and compare them on fees, capabilities, likely fit, and what to ask during the RFP. --- ANSWER 47 of 55 (2026-08-19) --- Q: Who can manage multi-state sales tax compliance for a growing company? 1Yetter Consulting Services Inc2SimekScott LLC★ 5.0DMA - DuCharme, McMillen & Associates, Inc.★ 5.0Equivion★ 5.0Strategic Tax Consultants★ 4.6Biz Inc★ 4.6Clarke Professional Accounting★ 4.9Tax Guys 411Yetter Consulting Services IncConsultantSimekScott LLCTax consultantOpenDMA - DuCharme, McMillen & Associates, Inc.★ 5.0•Tax consultantOpenEquivion★ 5.0•Accounting firmClosedStrategic Tax Consultants★ 5.0•Certified public accountantClosedBiz Inc★ 4.6•Business to business serviceClosedClarke Professional Accounting★ 4.6•Accounting firmClosedTax Guys 411★ 4.9•Tax consultantClosedPasquesi Partners★ 5.0•Certified public accountantOpenERN - NING CPA LLC★ 5.0•Accounting firmClosedR&M Consulting★ 5.0•Tax consultantOpenSmarter Tax and Finance★ 4.7•Bookkeeping serviceClosedTax & Beyond★ 4.9•Accounting firmClosedMap data is currently unavailable For a growing company, you generally want a sales-tax specialist/SALT firm or a managed sales-tax provider, rather than relying solely on your general CPA. Good options Yetter Consulting Services Inc — Chicago-based sales-and-use-tax specialist. Particularly interesting if you need nexus analysis, registrations, compliance strategy, or help implementing automation, rather than just filing returns. SimekScott LLC — boutique SALT firm with experience supporting companies with multi-state footprints, nexus questions, audits, and voluntary disclosure work. Fred Lundin CPA — offers a more hands-off, managed approach including nexus review, registrations, and multi-state sales-tax compliance. DMA - DuCharme, McMillen & Associates, Inc. — better suited to a larger or increasingly complex operation, particularly if you're dealing with ERP changes, M&A, or substantial multi-state activity. Or use a technology + managed-service provider For a company that's scaling rapidly, Avalaraavalara.com, TaxJartaxjar.com, and Sovossovos.com can automate tax calculation, nexus monitoring, filing, and remittance. TaxJar specifically targets growing businesses and automates the lifecycle from nexus tracking through filing. Sovos offers both software and managed filing services, including a dedicated tax preparer and coverage of state, county, and municipal filings. The Streamlined Sales Tax program also currently lists Avalara, Sovos, TaxCloud, AccurateTax, and Avior as Certified Service Providers. My recommendation: if you're growing from, say, 5–10 states toward 20+, I'd pair a SALT specialist for nexus/taxability/strategy with automated filing software or managed services for the recurring compliance. That gives you expertise without turning your finance team into a sales-tax department. If you tell me your industry, approximate annual sales, number of states, and whether you sell through Shopify/Amazon/your own site/B2B, I can narrow this to 3–5 providers that fit your situation. --- ANSWER 48 of 55 (2026-08-19) --- Q: Who prepares 1099s and year-end filings for small companies? For a small company, 1099s and year-end filings are usually handled by one of three types of professionals: Bookkeeper — Often prepares the 1099s, reconciles year-end books, and gathers information for the tax preparer. Some bookkeepers also electronically file 1099s. Payroll service/provider — If you use a payroll company, they commonly handle W-2s and payroll-related year-end filings. Depending on the service, they may also offer 1099 filing. CPA or tax accountant — Usually handles the business tax return and can also prepare/file 1099s, W-2s, and other year-end information returns as an add-on service. The important distinction is that the company itself is ultimately responsible for making sure required 1099s are filed, even if you hire someone else to do the work. For 2026 payments, the IRS says the reporting threshold for many 1099-NEC payments is $2,000, rather than the $600 threshold that applied to earlier years. Also, if you're thinking of the broader "year-end filings", that can include: 1099-NEC / 1099-MISC W-2/W-3 State payroll and withholding filings Final quarterly payroll returns Year-end bookkeeping/reconciliation Business income-tax return (1120, 1120-S, 1065, Schedule C, etc.) For a typical small business, I'd look for a CPA/tax firm that offers "year-end compliance" or a bookkeeper who specifically offers "1099 preparation and filing." You don't necessarily need a CPA just to prepare 1099s. If you tell me what type of company you have (LLC, S-corp, etc.), whether you have employees, and roughly how many contractors you pay, I can tell you exactly who I'd hire and what year-end filings you likely need. --- ANSWER 49 of 55 (2026-08-19) --- Q: Which firms handle international tax for US companies expanding abroad? If you mean U.S.-headquartered companies expanding into foreign markets, there’s a fairly well-established group of firms that handle the work. The right choice depends heavily on company size, countries involved, and whether you need strategic structuring or mainly compliance. Strong options FirmParticularly good forTypical international-tax workPwCLarge/global companies, complex outbound structuresForeign subsidiaries, acquisitions, financing, foreign tax credits, restructuringKPMGSophisticated U.S. outbound tax planningCFCs, foreign tax credits, IP, supply-chain structuring, transfer pricingDeloitteLarge multinationals and transaction-heavy expansionInternational structuring, M&A, transfer pricing, global complianceEYCross-border transactions and multinational taxMarket entry, restructuring, transfer pricing, tax controversyGrant ThorntonMiddle-market companies wanting substantial international capabilitiesInternational strategy, transfer pricing, GILTI/FDII/BEAT, foreign compliance, mobilityRSMMiddle-market U.S. companiesMarket expansion, international structuring, compliance, indirect tax, transfer pricingBDOMiddle-market/global-growth companiesOutbound planning, global compliance, VAT/GST, transfer pricing, incentives PwC, for example, has a dedicated U.S. Outbound Services group specifically focused on U.S. investments in foreign markets. PwC KPMG similarly covers outbound investment involving CFCs, foreign tax credits, IP and supply-chain tax structuring. KPMG For a $20M–$500M-ish U.S. company, I'd put RSM, BDO and Grant Thornton near the top of the initial shortlist. RSM explicitly positions its international-tax practice around middle-market companies, while BDO offers outbound strategy plus global compliance and local-country resources. RSM US+1 Grant Thornton also has country/region-focused International Business Groups that coordinate U.S. companies' expansion into places such as India, Ireland, China and Latin America. Grant Thornton For a Fortune 500 / highly complex multinational, I'd generally start with the Big Four and potentially add a specialist firm for a particular country or issue. What I'd look for in selecting one Don't just ask whether they "do international tax." Ask whether the team can handle: Entity and holding-company structure before entering a country Permanent-establishment risk Transfer pricing and intercompany agreements U.S. CFC/GILTI and foreign tax credit modeling Local corporate income tax VAT/GST and withholding taxes Payroll/global mobility if employees are relocating Customs and supply-chain taxes if you're moving physical goods Pillar Two exposure if the company is large enough Ongoing local-country filings and compliance This matters because international expansion can require a combination of U.S. tax planning, local-country tax advice, transfer pricing, indirect tax and compliance—not just a U.S. international-tax specialist. BDO and Grant Thornton, for example, explicitly combine several of those capabilities. BDO+1 If you tell me (1) approximate company revenue, (2) which country/countries you're expanding into, and (3) whether you're looking for tax planning, compliance, or both, I can narrow this to 3–5 firms that are particularly well suited and explain the tradeoffs. --- ANSWER 50 of 55 (2026-08-19) --- Q: Who can manage multi-state sales tax compliance for a growing company? For a growing company, I’d look for a sales-tax specialist or managed compliance provider, rather than relying solely on a general CPA. The right provider should handle nexus monitoring, registrations, taxability/product mapping, return preparation and filing, remittance, exemption certificates, and state notices/audits. A few good categories/options: Avalara — Strong choice if you want an end-to-end technology + professional-services solution. Its services include nexus analysis, registrations, voluntary disclosures, backfiling, and implementation. Avalara, Inc. TaxJar — Particularly attractive for ecommerce/growing businesses. It combines nexus monitoring, calculations, reporting, and automated filing/remittance. TaxJar+1 Galvix — More of a managed-service model: their team actually operates the compliance process rather than simply providing software. They handle filings, reconciliations, exemption management, and state notices. Galvix A specialized SALT/sales-tax CPA or boutique firm — Best if your situation is complicated (SaaS, marketplace sales, unusual product taxability, historical exposure, M&A, audits, etc.). Firms such as Tax CSA provide end-to-end compliance and technology implementation for companies ranging from startups to large enterprises. Avalara, Inc. My rule of thumb: If you're selling in ~5–15 states and primarily need automation, TaxJar or Avalara may be sufficient. If you're in 15+ states, have historical compliance problems, complex products, or don't want your finance team operating the software, I'd lean toward a managed sales-tax specialist or a CPA/SALT firm paired with automation. If you tell me your annual revenue, number of states, what you sell (physical products/SaaS/services), and sales channels (Shopify, Amazon, direct, etc.), I can narrow this down to 3–5 providers and compare likely cost and fit. --- ANSWER 51 of 55 (2026-08-19) --- Q: Who prepares 1099s and year-end filings for small companies? For a small company, 1099s and year-end tax filings are usually handled by one of three types of professionals: CPA (Certified Public Accountant) — Often the best choice if you want someone to handle the full year-end package: 1099s, payroll forms, business tax returns, and financial statements. Bookkeeper / accounting firm — Many small-business bookkeepers prepare and file 1099s and reconcile the books, but may not prepare the company's income-tax return. Payroll service — If the company has employees, the payroll provider typically handles W-2s and employment-tax filings (such as Forms 941 and 940). Some also offer 1099 preparation. Importantly, the company itself is ultimately responsible for making sure required 1099s are filed, even when a CPA, bookkeeper, or payroll company does the work. The IRS requires businesses making reportable payments to file information returns and provide copies to recipients. What I'd look for If you want someone to handle everything at year-end, ask for a small-business CPA or full-service accounting firm and specifically ask whether their service includes: 1099-NEC and 1099-MISC preparation and e-filing W-2 preparation Final payroll filings (941/940) State year-end filings Book reconciliation and year-end close Business income-tax return preparation Issuing copies to employees/contractors One current wrinkle: for payments made in 2026, the federal reporting threshold for certain 1099 payments increased to $2,000, and businesses filing 10 or more information returns generally must e-file. If you're asking because you need to hire someone for your own small company, I can also tell you exactly what type of professional to hire and what a reasonable fee would be. --- ANSWER 52 of 55 (2026-08-19) --- Q: Which firms handle international tax for US companies expanding abroad? If you mean U.S.-headquartered companies expanding into foreign markets, there are several strong choices. The right firm depends heavily on your size, countries, and whether you need strategy, compliance, transfer pricing, or all of the above. Firms I’d put on the shortlist FirmParticularly strong forTypical fit DeloitteGlobal structuring, international expansion, transfer pricing, M&A, tax modelingMid-market to large multinational PwCU.S. outbound tax, cross-border structuring, foreign tax credits, international tax planningMid-market to large multinational KPMGInternational tax, U.S. outbound planning, restructuring, transfer pricing, global complianceMid-market to large multinational EYGlobal tax planning, transfer pricing, supply-chain restructuring, country-specific implementationMid-market to large multinational Grant ThorntonInternational tax strategy and implementation with somewhat more mid-market orientationGrowing/mid-market companies RSMInternational tax and accounting for middle-market companiesSmall/mid-market companies BDOCross-border tax, transfer pricing and complianceSmall/mid-market companies The Big Four are especially well suited when you're entering several countries simultaneously or expect substantial cross-border transactions. For example, PwC specifically has a U.S. Outbound Services practice covering foreign tax credits, acquisitions, financing, restructuring and maintaining U.S. tax deferral. Deloitte explicitly offers International Expansion Services, including entity structuring, compliance, and corporate, indirect and employment-tax considerations. KPMG likewise works with companies ranging from their first foreign investment through established multinational operations. For a growing company that doesn't need the full machinery of a Big Four firm, Grant Thornton is worth serious consideration; its international tax practice handles strategy through implementation, and its network covers more than 150 markets. What you actually want them to handle When interviewing firms, I'd ask specifically about: Foreign entity structure — subsidiary vs. branch, holding-company structure, repatriation U.S. outbound tax — GILTI, foreign tax credits, Subpart F, §245A, etc. Transfer pricing — intercompany services, IP, financing and distribution Permanent establishment exposure VAT/GST and other indirect taxes Withholding taxes Payroll/employment tax for employees relocating or working abroad Country-specific corporate tax compliance IP and supply-chain structuring Pillar Two/global minimum tax, if your company is large enough to be affected Ongoing tax provision and compliance, rather than just the initial expansion strategy Deloitte, PwC and KPMG all explicitly cover many of these areas, including transfer pricing, foreign tax credits, legal-entity structuring, M&A and Pillar Two. My practical recommendation: if you're a U.S. company planning its first international expansion, get proposals from one Big Four firm + one middle-market firm. Compare not just fees, but who will actually do the work in each destination country and whether the U.S. partner will remain involved. If you tell me your company size, industry, and countries you're considering, I can narrow this to 3–5 firms and explain which is likely the best fit. --- ANSWER 53 of 55 (2026-08-19) --- Q: Who can manage multi-state sales tax compliance for a growing company? For a growing company, you generally have three good options for managing multi-state sales tax: A specialized SALT/sales-tax CPA firm — best if you want humans to handle nexus analysis, registrations, returns, notices, audits, and unusual taxability questions. For example, Southern California firms such as Sattar & Associates specialize in multi-state sales/use tax and business-license compliance. Sattar & Associates, Inc. A sales-tax compliance provider — best when transaction volume is growing and you want automation. Avalara provides nexus analysis, registrations, backfiling, VDAs, and ongoing compliance services. Avalara, Inc. TaxJar automates nexus monitoring, calculations, reporting, and filing across states and is specifically positioned for high-growth businesses. TaxJar+1 Your existing CPA/accounting firm with a SALT partner — often the most economical option if you already have a trusted accountant. CPA.com currently offers a program involving Vertex and Kintsugi that lets accounting firms provide automated multi-state sales-tax exposure analysis, registration, filing, monitoring, and reporting without building a large in-house SALT team. CPA.com What I'd choose as you scale If you're moving from a few states toward nationwide sales, I'd look for a provider that can own the entire workflow: Nexus analysis → registrations → tax calculation → exemption certificates → return preparation → filing/remittance → notices/audits → ongoing monitoring. That is more robust than simply buying tax-calculation software and leaving your finance team responsible for everything else. If you tell me your industry, approximate annual revenue/transaction volume, states you're currently selling into, and whether you sell through Shopify/Amazon/your own website/B2B, I can narrow this down to 3–5 specific providers and compare likely cost, services, and fit. --- ANSWER 54 of 55 (2026-08-19) --- Q: Who prepares 1099s and year-end filings for small companies? For small companies, 1099s and year-end filings are usually prepared by one of these professionals or services: CPA or tax accountant Reviews contractor payments, vendor records, and tax requirements. Prepares and files 1099 forms (such as 1099-NEC for contractors). Often handles the company’s year-end tax return and tax planning. Small Business Accounting Firm Bookkeeper or accounting firm Maintains vendor records, collects W-9 forms, reconciles payments, and prepares the information needed for 1099 filing. Many bookkeeping firms coordinate with a CPA for tax filings. Small Business Accounting Firm Payroll service provider If the company uses a payroll provider, that provider may prepare W-2s, 1099s, and related year-end payroll filings as part of the service. Wavelength Accounting The business owner or office administrator A small business can prepare its own 1099s using accounting software or IRS filing systems, but the owner remains responsible for accuracy and deadlines. Typical division of responsibility: Bookkeeper: tracks payments and gathers documentation. CPA/tax preparer: reviews tax treatment and files business returns. Payroll provider: handles payroll-related forms and filings. For many small businesses, the simplest setup is a bookkeeper + CPA, or a full-service accounting/payroll firm that handles both bookkeeping and year-end filings. Pasquesi Partners LLC If you mean a specific type of small company (LLC, S-corp, sole proprietor, restaurant, construction company, etc.), the best choice can differ. --- ANSWER 55 of 55 (2026-08-19) --- Q: Which firms handle international tax for US companies expanding abroad? If a U.S. company is expanding abroad, the main firms I’d shortlist are: FirmBest fitStrengthsDeloitteLarge/global companiesInternational tax structuring, transfer pricing, M&A, global compliance, indirect taxPwCLarge/global companiesCross-border structuring, international tax, transfer pricing, VAT/GST, global complianceEYLarge/global companiesInternational tax, supply-chain structuring, transfer pricing, global mobilityKPMGLarge/global companiesInternational tax planning, compliance, transfer pricing, M&A and country-specific adviceGrant ThorntonMid-market / growth companiesInternational tax strategy, market entry, transfer pricing and country-focused international business groups. Grant Thornton+1 Grant Thornton International TaxRSMMiddle-market companiesInternational tax, VAT, transfer pricing, global compliance and setting up operations in new jurisdictions. RSM US+1 RSM International TaxBDOMid-market / companies entering several countriesInternational tax planning, foreign filings, VAT/GST, transfer pricing, customs and global tax outsourcing; its network covers 164 countries. BDO BDO International Tax ServicesCroweMid-market / specialized needsInternational tax, transfer pricing, foreign tax credits, GILTI/Subpart F, M&A and global mobility; Crowe Global spans 130+ countries. Crowe+1 Crowe International Tax How I'd narrow it down Fortune 500 / complex multinational: Big Four — Deloitte, PwC, EY or KPMG. $50M–$1B-ish company entering its first few foreign markets: I'd seriously compare RSM, BDO and Grant Thornton against the Big Four. They can be a better balance of senior attention, cost and global coverage. Startup/scale-up expanding into 1–3 countries: Look for a firm with a strong new-jurisdiction/market-entry practice, rather than simply hiring the largest international tax firm. Lots of intercompany transactions/IP: Prioritize transfer pricing expertise. Employees moving overseas: Make sure the firm has global mobility/payroll capabilities. Selling online internationally: VAT/GST, permanent-establishment and indirect-tax expertise becomes particularly important. One important point: you generally want a firm that can coordinate U.S. tax + local-country tax, rather than having your U.S. CPA and a foreign accountant independently advise you. For example, RSM describes its new-jurisdiction service as coordinating entity setup and ongoing tax/compliance with local member firms. RSM US If you tell me your company's approximate revenue, industry, and the countries you're considering, I can narrow this to the 3–5 firms I'd actually interview, including likely differences in cost and specialization.