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Managed Tax Services

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Proactive Tax Planning. Reliable tax compliance.

Our Managed Tax Services help businesses stay organized, prepare for tax obligations and make informed decisions throughout the year. White Rabbit Financial combines annual tax preparation with ongoing planning and compliance support.

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Core managed tax services

  • Business tax return preparation

  • Tax planning and estimated tax projections

  • Audit support and accounting record organization

  • IRS tax notice review and response

  • Annual assessor's report preparation

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MTS additional services

  • Bookkeeping and accounting support

  • Cash flow forecasting

  • Rolling financial forecasting

  • Custom financial reporting

  • Financial analysis and performance reporting

  • Cash flow analysis and trust accounting projects

  • QuickBooks Online subscription administration

  • 1099 compliance and annual form preparation

  • Quarterly and annual payroll tax filings, including Form 941

  • Sales and use tax filing

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A coordinated approach to tax management.

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By combining tax preparation with appropriate supporting accounting and compliance services, WRF helps clients maintain better records and identify tax considerations before deadlines arrive.

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Schedule a conversation about your business's tax preparation and ongoing tax needs.

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