Sales tax, quarterly estimated payments, and payroll tax filings tracked and filed on time. Income tax returns go to outside CPA firms.
Let's be direct about what this is. This firm does not prepare income tax returns and does not file anyone's income taxes. When your return needs to be filed, that work goes to outside CPA firms this business refers to. What gets handled here is the compliance work that runs all year long: sales tax, quarterly estimated payments, and payroll tax filings.
That distinction matters more than it sounds. The filings that create real trouble for growing companies are rarely the annual return. They're the monthly sales tax remittance that slipped, the estimated payment nobody calculated, the payroll deposit made a few days late. Those carry penalties and interest, they compound quietly, and they're driven entirely by whether the underlying books are current. Because the bookkeeping and the compliance calendar sit with the same person here, filings get made from numbers that have already been reconciled rather than assembled in a rush the week they're due.
Two areas of ongoing compliance work, both tied directly to keeping your books current and your filings on schedule.
Taxable sales tracked, returns prepared, and remittances filed on your required schedule, whether that's monthly, quarterly, or annually.
Read moreEstimates calculated from actual year-to-date results, not last year's guess, with the number in your hands well before the due date.
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Baum's Accounting Services is not a CPA firm and doesn't hold itself out as one. Income tax returns, tax planning that depends on a return, and representation before taxing authorities all belong with a licensed CPA. When your business needs that, you get referred to outside CPA firms rather than being handed something this firm isn't the right fit to provide. The advantage of the arrangement is what the CPA receives: a closed, reconciled set of books with supporting detail already in place. That tends to mean fewer questions, a faster turnaround, and a return built on numbers somebody stands behind.
Sales tax frequency changes as a business grows. Payroll deposit schedules shift based on prior-period liability. Estimated payments move with actual profit, and by the time an owner notices the profit, two quarters have often gone by. Most companies under $50M don't have anyone whose job it is to watch those dates, so they get watched by whoever remembers. Here the calendar is part of the ongoing work rather than something you're expected to flag. Deadlines get tracked, filings get prepared from current books, and you hear about a payment while there's still time to plan for it.
No. This firm doesn't prepare or file income tax returns for anyone. That work goes to outside CPA firms we refer clients to. What's handled here is sales tax, quarterly estimated payments, and payroll tax filings, plus getting your books to the CPA in a condition they can work from directly.
It can. Each state sets its own rules for when an out-of-state seller has to register and remit, and thresholds vary. The starting point is looking at where your sales actually go and in what volume, then sorting out which states you have a filing obligation in and what schedule each one requires.
From actual year-to-date results once the books are closed for the period, not from a percentage of last year. If the business is up sharply or down, the estimate reflects that. You'll know the amount with enough lead time to make sure the cash is available when the payment is due.
Book a consultation and we will walk through the work, the timing, and who does what.
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