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Tax & Accounting Solutions Simplified.

No Complicated Reports, No Constant Chasing Down A CPA, No Compromise. Just Solutions.

Finances You Can Understand. Professionals You Can Trust.

Accounting: Unveiling Your Financial Narrative

At Figured Out Finance, we transform accounting into an engaging story of your business's journey:

  • Detailed Financial Statements: Comprehensive monthly and annual reports that illuminate your financial status and trends. Dive into balance sheets, income statements, and cash flow statements that not only comply with standards but tell the story of your business’s financial health.

  • Meticulous Ledger Maintenance: Accurate tracking of every financial transaction, ensuring the integrity of your financial data.

  • Insightful Financial Analysis: We delve into your numbers to provide actionable insights, helping you understand the financial implications of your business decisions.

Tax Strategy, Preparation, and Filing: Maximizing Your Savings, Minimizing Your Stress

In the complex world of taxes, Figured Out Finance stands as your beacon of clarity, ensuring you navigate the tax season with confidence and strategic advantage:

  • Proactive Tax Planning: Leverage our expertise to plan ahead, utilizing tax-saving strategies that align with your personal and business goals, ensuring you keep more of your hard-earned money.

  • Thorough Tax Preparation and Filing: From individual returns to complex business filings, we handle every detail of your tax preparation and filing, ensuring accuracy and compliance with the latest tax laws and regulations.

  • Tax Efficiency Review: Assess your financial activities to ensure they're structured in the most tax-efficient manner, potentially uncovering significant savings and reducing your overall tax liability.

  • Strategic Deduction Optimization: We delve into your finances to identify every possible deduction and credit you're entitled to, ensuring you don’t pay a penny more in taxes than you absolutely need to.

  • IRS and State Tax Authority Liaison: Acting as your advocate, we manage communications with tax authorities, providing support during audits, inquiries, and resolving any issues that arise, so you can focus on what you do best.

  • Future Tax Liability Forecasting: Utilizing forward-looking strategies, we help you anticipate future tax liabilities based on your business growth and personal financial goals, allowing for smarter financial planning and investment.

Bookkeeping: The Backbone of Your Business

Our bookkeeping services ensure your business’s financial pulse is strong, steady, and supports healthy decision-making:

  • Invoice and Expense Management: Tracking and managing bills and invoices to keep your cash flow in check.

  • Diligent Bank Reconciliations: We ensure every transaction matches your bank statements, catching discrepancies and preventing financial headaches.

  • Accounts Receivable and Payable Management: Streamline your cash flow with efficient management of incoming and outgoing payments.

  • Periodic Financial Health Reviews: Regular check-ins on your financial health to adjust strategies and ensure alignment with business goals.

  • Tax-Ready Financials: Keep your books in pristine, tax-ready condition year-round, easing the burden of tax season and supporting strategic tax planning.

Payroll: Crafting a Joyful Workplace

Our payroll services are designed to simplify your life and delight your team, covering every detail so you can focus on growth:

  • Accurate Wage and Benefit Management: Timely and precise payroll processing, including deductions, bonuses, and benefits.

  • Compliance Assurance: Adhering to state and federal payroll regulations to keep you worry-free.

  • Employee Document Access: Providing your team with easy access to their pay stubs, tax documents, and payroll information.

IRS Problem or Audit Resolution: Navigating Tax Challenges With You

At Figured Out Finance, we transform accounting into an engaging story of your business's journey:

  • Strategic Audit Representation: We stand with you, offering expert advice and representation during IRS audits, aiming for the best possible outcome.

  • Effective Tax Dispute Resolution: Our negotiation skills come to the forefront, resolving disputes efficiently and minimizing potential financial impacts.

  • Seeking Penalty Abatement: We advocate for you, working to reduce or eliminate penalties, helping to ease the financial burden of tax issues.

Business Advisory and Strategy: Charting Your Path to Success

Our payroll services are designed to simplify your life and delight your team, covering every detail so you can focus on growth:

  • Tailored Growth Strategy Development: We help identify new markets, optimize product lines, and leverage opportunities for expansion, setting the stage for your business’s next leap.

  • Dynamic Cash Flow Management: From speeding up receivables to wisely managing payables, we ensure your cash flow supports your business ambitions.

  • Operational Efficiency Enhancements: We scrutinize your business processes, identifying bottlenecks and inefficiencies, and recommend solutions to streamline operations, boosting your bottom line.

Business Advisory and Strategy: Charting Your Path to Success

Our payroll services are designed to simplify your life and delight your team, covering every detail so you can focus on growth:

  • Tailored Growth Strategy Development: We help identify new markets, optimize product lines, and leverage opportunities for expansion, setting the stage for your business’s next leap.

  • Dynamic Cash Flow Management: From speeding up receivables to wisely managing payables, we ensure your cash flow supports your business ambitions.

  • Operational Efficiency Enhancements: We scrutinize your business processes, identifying bottlenecks and inefficiencies, and recommend solutions to streamline operations, boosting your bottom line.

Hear What Our Clients Say

Customer Excellence is Our Daily Driver & Constant Measure of Success

Natalie Michaels

Figured Out and Kasey are true lifesavers! When I started my photography business, I felt overwhelmed with all the business setup, accounting, and tax questions. Thankfully, Kasey is there every step of the way, providing invaluable support and expertise. As I grow, Kasey continues to amaze me. She meticulously reviews my KPIs and helps me increase my cash flow and bottom line.

Emilee & Tyler Sharp

Kasey has been a game-changer for me, thanks to Kasey's expertise in business and taxes. The stress of quarterly payments used to weigh me down, but Kasey takes that worry off my plate. Her mind-blowing skills in handling taxes and optimizing my situation have truly impressed me. Figured Out is the place to go for all your accounting needs—I highly recommend them.

Kim Wexler

Her expertise in finding customized solutions to maximize deductions and ensure compliance is truly impressive. What sets her apart is her exceptional ability to break down complex tax concepts in a way that's easy to understand. Working with Kasey is a breeze—she's responsive, reliable, and always goes above and beyond to address any questions or concerns.

Jackson Owens

I can't express enough gratitude to Kasey for helping me sort out my taxes across multiple businesses as I transition into semi-retirement. Her optimization of my tax situation and her invaluable expertise have been a tremendous help. The stress-free process, thanks to her clear explanations of complex concepts, has been a relief. For professional and reliable tax assistance, I highly recommend Figured Out.

NATP Member

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