Sequence Accounting Services LLC

Serving businesses and individuals nationwide

Business Tax Planning, Preparation & Advisory

Careful preparation and personal attention for business and more complex individual tax needs—led by an Enrolled Agent, a federally licensed tax professional. When Sequence also handles your bookkeeping, business-tax preparation can begin from records already understood within the firm.

Business tax

Business tax preparation that connects with your books

For businesses that want organized records, careful preparation, and one firm available for both bookkeeping and business-tax work.

Preparation

Corporate and other business returns, prepared with careful attention to your records and filing requirements.

Planning

Estimated-tax planning and guidance on major purchases and upcoming decisions, helping you prepare for potential tax obligations.

Individual tax

Tax preparation for more complex financial lives

Support for individuals navigating changing income, investments, rental properties, self-employment and business ownership.

Changing circumstances

Tax preparation that accounts for new income, major life changes, and decisions that affect the year ahead.

Business ownership

Connected guidance for self-employed individuals and owners whose personal and business tax situations overlap.

Clear answers

Answers to your questions about your return, the information it needs and the next steps.

  • Investments and capital gains
  • Rental properties
  • Trusts
  • Business ownership and self-employment
  • Multi-state returns
  • Retirement income

Tax advisory

Understand the tax impact before you decide.

Get guidance on how financial decisions and transactions may affect your business or personal taxes. We help businesses and individuals nationwide understand the tax considerations before taking the next step.

Consultations can also address the tax implications of moving funds to or from the U.S.

How engagement works

A clear path from records to return—and planning when needed

Prepare

Gather and organize the records needed to prepare your return. If Sequence also handles your books, those records can remain connected to the preparation process.

Review

Review your completed return—we’re available to answer any questions you may have.

Plan when needed

Tax planning and advisory are separately scoped services, rather than automatically included with tax preparation. A planning consultation can help you prepare for potential tax obligations.

Connected bookkeeping support

Need bookkeeping or cleanup before business-tax preparation?

Sequence provides ongoing QuickBooks bookkeeping plus cleanup and catch-up work to help organize the records behind business-tax preparation.

Let’s talk about your tax needs.

Start with a phone or video call, or email us. In-person appointments are available in our Roswell office.