About Us

Driven by a passion to serve clients and make tax manageable, maybe even interesting (!?!) Cloud Tax Matters helps companies through all phases of tax.  While many firms focus on just filing a timely return, Cloud Tax Matters makes sure you understand which entity type is best for your firm, manages local, state and federal filings and helps you decipher letters from tax authorities to avoid scams.

Using the latest secure cloud tools, Cloud Tax Matters allows you access to your information and returns wherever you are and whenever you need them.  Whether you are already using a cloud-based accounting service or provide your financials another way, we work with you to get the most relevant information to us for planning and preparation of the needed returns.

Given the experience of working with hundreds of companies and individuals, fees can be discussed in advance.  If circumstances change, we can let you know in advance how that impacts the fee. This way you won’t be surprised by your tax due or our bill.

Formation

Which entity type you choose at formation or convert to later and which states you choose to register in, all have consequences for your compliance.  Talk to a vetted professional before you form or expand. 

Planning

Tax can be planned. You should have an annual calendar of what is due, when its due, how much is due and how it should be paid.  Tax surprises are no fun and can be avoided.

Advisory

Sometimes you’ll have a question on a particular form or will receive a notice.  Or you’ll need general tax advice or guidance on growth, fundraising or an exit.  Tax Matters….Know It!

Compliance

Whether it’s income tax or one of the many other types of taxes, such as sales tax, property tax or franchise tax, we have got you covered. Talk to us about your tax matters.