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Small Business Tax Services

Maintaining compliance with the federal and state tax authorities is critical. Our tax team will help ensure the safe and continued success of your business venture. Request consultation.

The type of formation, be it C-Corp, S-Corp or LLC, will dictate the applicable compliance and regulations. Meeting those requirements can be complex and arduous given the wide scope of tax regulation and legislation.

Various platform-based solutions exist that can help with the simpler situations, but without proper expertise and support you may risk non-compliance and miss out on valuable deductions and credits.

With outsourced tax consultants, you can be confident of a solid tax strategy that will benefit your business and ensure that you maintain regulatory compliance.

Client Testimonials

Rooled's consistency, reliability, and white-glove service make them the obvious choice among many options for our financial needs. Zetta Venture Partners
Rooled’s model not only helped us understand where our money was going but also enabled us to exceed our growth targets consistently. It was a critical factor in our success story. Rocket Money
Rooled allows me to focus on strategic conversations while they handle the tactical financial tasks, making our decision-making process more efficient. Propel

Contact Us for a Free 1-Hour Consultation

Unique problems require unique solutions. As trusted financial partners, we take an in-depth look at your business goals to provide a customized strategy to fit your needs. Schedule an appointment with our team of financial experts today!

+1 (408) 430-0820

Explore Rooled's insights on startup taxes:

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Tax Planning for Venture-Backed Startups: Maximizing Tax Efficiency

Effective tax planning can significantly impact a startup’s financial health, cash flow, and long-term success. As venture-backed startups embark on their growth journeys, one aspect that often demands their attention is tax planning. By strategically navigating the complex landscape of tax regulations and leveraging various incentives, venture-backed startups can optimize their tax positions and allocate resources more efficiently. In this blog, we dive into the key tax planning considerations that are essential for startups seeking to maximize tax efficiency.
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IRIS Online Portal: What to Know About Filing 1099 Forms

1099 forms are extremely important tax-related documents issued to individuals for reporting income that does not come from an employer. 1099 forms report income from a variety of transactions such as rents, royalties, interests and profits from the sale of securities, or other wages not included in a traditional W-2 form.
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Tax Season Survival Guide: Preparing Your Small Business for Filing

As tax season approaches, small businesses are gearing up to meet their filing obligations. For many, this process can be daunting and overwhelming. However, with proper preparation and guidance, navigating tax season can be a smooth and manageable experience.
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