Uplinq's tax services are designed to demystify the complexities of tax compliance and strategic planning. Our team of tax experts ensures your adherence to the latest regulations while proactively seeking opportunities to enhance your financial strategy. We blend diligent compliance with innovative tax strategies, providing a comprehensive approach that protects and propels your business forward. Experience the confidence of expert tax management and strategic foresight with Uplinq.
Gain a comprehensive understanding of your tax landscape with our expert consultation. We focus on both compliance and strategic planning, ensuring your tax needs are fully addressed.
Navigate the complexities of tax compliance with confidence. Our dedicated team provides thorough support, ensuring your filings are accurate, up-to-date, and fully compliant with the latest regulations.
Enhance your financial performance with strategic tax planning. We deliver innovative solutions focused on minimizing liabilities and maximizing returns, directly contributing to you and your business's bottom line.
Gain a comprehensive understanding of your tax landscape with our expert consultation. We focus on both compliance and strategic planning, ensuring your tax needs are fully addressed.
Navigate the complexities of tax compliance with confidence. Our dedicated team provides thorough support, ensuring your filings are accurate, up-to-date, and fully compliant with the latest regulations.
Enhance your financial performance with strategic tax planning. We deliver innovative solutions focused on minimizing liabilities and maximizing returns, directly contributing to you and your business's bottom line.
When you’re ready to take your tax needs to the next level, our all-in-one platform scales to fit your needs. You can ad tax filing, as well as more comprehensive tax solutions, to any bookkeeping plan. Want to start with Tax? Don’t worry, we support that too.
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 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 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 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.
Get a step ahead with automated bookkeeping and tax solutions redesigned for the modern business owner. Welcome to Accounting made for the 21st century.
Per Month & Up
Suitable for solo entrepreneurs or small businesses with low transaction volume up to $1m per year in revenue.
Automated Bookkeeping
Cash Basis
Standard COA
Uplinq Accounting System
Year End Financial Docs
Dedicated Bookkeeper
Per Month & Up
For growing businesses with an increasing transaction volume. Up to 20,000 transactions or $3m per year in revenue.
Everything in the Starter Tier
Cash or Accrual Basis
Custom COA
QBO Accounting System
Free Tax Consultation
Quarterly Financial Review
Per Month
Suitable for solo entrepreneurs or small businesses with simple bookkeeping needs.
Automated Bookkeeping
Cash Basis
Standard COA
Uplinq Accounting System
Year End Financial Docs
Dedicated Bookkeeper
Per Month
For growing businesses with an increasing accounting complexity.
Everything in the Starter tier
Cash or Accrual Basis
Custom COA
QBO Accounting Support
Free Tax Consultation
Quarterly Financial Review
Per Month
Suitable for solo entrepreneurs or small businesses with low transaction volume up to $1m per year in revenue.
Automated Bookkeeping
Cash Basis
Standard COA
Uplinq Accounting System
Year End Financial Docs
Dedicated Bookkeeper
Per Month
For growing businesses with an increasing transaction volume. Up to 20,000 transactions or $3m per year in revenue.
Everything in the Starter tier
Cash or Accrual Basis
Custom COA
QBO Accounting System
Free Tax Consultation
Quarterly Financial Review
Per Month & Up
Suitable for small businesses with basic tax filing needs. No focus on tax reductions - just the basics.
Federal & 1 State Filing
5 1099’s (priced @ $6 after)
Financial Diligence Review
COA Compliance Review
Year End Financial Package
Per Month & Up
For growing businesses interested in decreasing tax liability. This package is blends savings with cost and includes tax filing services.
Everything in Essential tier
Tax Planning
Fixed Asset Gain/Loss Support
Depreciation Support
Free Tax Consultation
Per Month
Suitable for solo entrepreneurs or small businesses with simple bookkeeping needs.
Automated Bookkeeping
Cash Basis
Standard COA
Uplinq Accounting System
Year End Financial Docs
Dedicated Bookkeeper
Per Month
For growing businesses with an increasing accounting complexity.
Everything in the Starter tier
Cash or Accrual Basis
Custom COA
QBO Accounting Support
Free Tax Consultation
Quarterly Financial Review
Per Month
Suitable for solo entrepreneurs or small businesses with low transaction volume up to $1m per year in revenue.
Automated Bookkeeping
Cash Basis
Standard COA
Uplinq Accounting System
Year End Financial Docs
Dedicated Bookkeeper
Per Month
For growing businesses with an increasing transaction volume. Up to 20,000 transactions or $3m per year in revenue.
Everything in the Starter tier
Cash or Accrual Basis
Custom COA
QBO Accounting System
Free Tax Consultation
Quarterly Financial Review
Per Month
Suitable for solo entrepreneurs or small businesses with simple bookkeeping needs.
Automated Bookkeeping
Cash Basis
Standard COA
Uplinq Accounting System
Year End Financial Docs
Dedicated Bookkeeper
Per Month
For growing businesses with an increasing accounting complexity.
Everything in the Starter tier
Cash or Accrual Basis
Custom COA
QBO Accounting Support
Free Tax Consultation
Quarterly Financial Review
Per Month
Suitable for solo entrepreneurs or small businesses with low transaction volume up to $1m per year in revenue.
Automated Bookkeeping
Cash Basis
Standard COA
Uplinq Accounting System
Year End Financial Docs
Dedicated Bookkeeper
Per Month
For growing businesses with an increasing transaction volume. Up to 20,000 transactions or $3m per year in revenue.
Everything in the Starter tier
Cash or Accrual Basis
Custom COA
QBO Accounting System
Free Tax Consultation
Quarterly Financial Review
Uplinq is both a software and a service, providing you with the best of both worlds. Our cutting-edge technology platform is powered by the world's most advanced automation, and it's complemented by personalized services from industry experts, delivering an unparalleled bookkeeping and tax solution for your business.
Uplinq's bookkeeping service is exceptional due to its real-time data updating, which ensures you always have the most current financial insights at your fingertips. Our proprietary software utilizes advanced algorithms to automatically categorize transactions and monitor for discrepancies, allowing our expert bookkeepers to focus on addressing your specific needs. With Uplinq, you get a seamless, efficient, and highly accurate bookkeeping experience tailored to your business.
Your bookkeeper focuses on ensuring the integrity and accuracy of your financial records. This includes reconciling accounts, categorizing transactions, and maintaining updated financial statements. Additionally, they make the necessary adjustments to keep your books tax-compliant and monitor for any data gaps.
While we strive for a hands-off experience for you, there may be instances where your input is needed for specific transaction categorizations.Feel free to schedule a call or message your bookkeeper at any time.
Support interactions come at no additional cost, and we're always eager to discuss your bookkeeping and financial reports in detail.
If you're using Uplinq for your bookkeeping, your records are updated in real-time. As we obtain transaction data from your financial institutions, these transactions are immediately categorized.
For businesses with more complex requirements, such as Accounts Receivable/Accounts Payable (AR/AP), additional verification steps may be necessary before transactions are published. In such cases, the bookkeeping typically lags by 7-10 days from the transaction date.
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.
At Uplinq, we employ advanced algorithms designed to continuously monitor the integrity of your accounting data. Any discrepancies trigger specific action plans, allowing us to address common issues with a high level of precision.
Thanks to this real-time monitoring, our bookkeeping team can concentrate on resolving any inconsistencies in your account rather than getting bogged down with manual tasks. This results in more accurate financial records and enhanced support whenever you require it.
To get started with Uplinq, we employ a two-phase onboarding process designed to familiarize ourselves with your specific business needs and integrate you smoothly into our system. If you require "Catch Up" services for overdue bookkeeping or taxes, this onboarding period is crucial for gathering any additional data that may be needed to complete our tasks efficiently.