Whatever stage your business is at, you’re covered with Uplinq. We cover the tax support, prep, and filing from start to finish.
Real-time bookkeeping
Uplinq bookkeeping keeps your financial data updated in real-time, meaning we’re always there to support your filing.
We'll handle the filing
When you’re ready to file, your dedicated Tax Assistant will collect all necessary documents and forms. Then your Uplinq Tax Advisor will facilitate the preparation, review and filing of your income tax return on time, every time.
Make year-end comprehensive
The Year-End Financial Package includes precise notes and a broad view of your business details. Here’s what you’ll get:
Income Statement
Balance Sheet
Trial Balance
Journal Entry Summary
General Ledger
You can access your Year-End Financial Package in-app or download it as an Excel file. Curious about its format? Download a template now.
Tax savings strategy
We’ll review your business and unpack the specific aspects relevant to your business and personal tax returns, and design a tax-efficient strategy.
Peace of mind
With Uplinq, you’ll get peace of mind with your tax filing, knowing we stand behind you and your return.
Dig into the numbers
From transactions to annual statements, every piece of financial data in the Uplinq solution is interconnected. Dig into your P&L and learn what’s driving your performance.
On-Demand Financials
At Uplinq, we believe bookkeeping is only as useful as its output, so we’ve spent time ensure transaction categorizations hit your books real time.
Multi-entity support
The Uplinq system has been built from the ground up to make viewing, analyzing, and consolidating multi-entity organizations a breeze. Kiss financial consolidation troubles goodbye.
Don't let overdue bookkeeping hold you back. With Uplinq's specialized Catch-Up Solutions, we'll quickly get you up to speed—no matter how far behind you are. Say goodbye to the stress and uncertainty of outdated books. Take the first step to financial clarity by learning more about how Uplinq can get your business back on track today.
There are two routes you can take for managing your taxes through Uplinq.
Firstly, you can opt for Uplinq Tax, which offers solutions for both personal and business tax filing. It's important to note that tax services are separate from your Uplinq Bookkeeping subscription and require an additional purchase.
Alternatively, you can choose to work with an accounting firm of your preference, and Uplinq will seamlessly transfer your organized financial records to them. This service is included within your existing Uplinq Bookkeeping subscription at no extra charge.
What sets Uplinq Tax apart is our commitment to tailored, efficient, and reliable tax solutions. Our seasoned Tax Advisors not only ensure timely preparation, review, and filing of your income taxes but also offer custom consulting services to optimize your business filings. Our enhanced tax solutions are designed to maximize your savings and provide peace of mind, knowing that you're fully prepared for any inquiries from the IRS.
Uplinq offers three distinct tax tiers to cater to the varying needs of businesses:
1. The "Essential" tier, starting at $100 per month, is tailored for small businesses with basic tax filing requirements. This tier covers federal and one state filing, provides 5 1099s at no extra charge, and includes financial diligence and COA compliance reviews. It aims to get the job done without a focus on tax reduction strategies.
2. The "Peace of Mind" tier, priced at $200 per month and up, builds on the Essential package by adding in-depth tax planning, fixed asset gain/loss, and depreciation support. This option is ideal for businesses that not only want to meet tax obligations but also wish to make informed financial decisions.
3. The "Tax Strategist" tier, starting at $300 per month, is the most comprehensive, designed for businesses aiming for maximum tax optimization. It includes everything in the Peace of Mind tier along with annual tax strategies, estimated tax vouchers, a reasonable compensation report, and support for IRS notices.
Each tier is designed to meet the specific needs of businesses at different stages, whether you're just looking for the basics or aiming for thorough tax optimization.
Absolutely, Uplinq specializes in helping businesses catch up on overdue tax filings. Whether you have one or multiple years of outstanding returns, our experienced Tax Advisors can facilitate the preparation, review, and timely filing of your income tax returns. We also offer bespoke consulting services to ensure you're optimizing your past, present, and future filings. Please reach out to our sales team for a customized plan that suits your specific tax needs.
Uplinq charges for tax subscriptions prior to filing to ensure uninterrupted and timely service, particularly during peak tax filing seasons. Your tax subscription is billed monthly and covers all the services outlined in your chosen tier. This billing allows our team of Tax Advisors to focus on providing you with optimized tax solutions without any delay. Rest assured, our commitment to transparent pricing means there are no hidden fees. If you have any questions about your subscription or billing, feel free to reach out to our support team.
Unlike our business tax subscriptions, which are paid via subscription, Uplinq takes a consultative approach for personal tax returns. We work closely with you to assess your unique financial situation and specific needs before completing any filing work each year. This allows us to provide a tailored tax solution that best suits your individual circumstances, and ensures you never overpay. Once we've determined the scope of work, we'll provide a detailed quote, and only then will we proceed with completing your personal tax return.
Uplinq real-time bookkeeping and experienced accountants help hundreds of businesses stay on top of their financials and tax obligations. Uplinq is bookkeeping and tax made simple.