Tax Services

More than just filing forms — proactive guidance for peace of mind.
At SPOT, we help individuals and businesses navigate complex tax requirements with accuracy, efficiency, and confidence. Our tax services are designed to minimize liability, ensure compliance, and protect your financial interests.

Federal & State Income Tax Preparation

We provide comprehensive income tax preparation and planning to help you stay compliant and maximize benefits. Services include:

  • Preparation of federal and state tax returns for individuals and businesses

  • Strategic tax planning to reduce liability and optimize cash flow

  • Guidance on deductions, credits, and reporting requirements

  • Year-round support to address questions and updates

Sales & Use Tax Preparation

Stay compliant and avoid costly penalties with accurate sales and use tax management. Our services include:

  • Preparation and filing of state and local sales and use tax returns

  • Review of transactions to ensure proper tax treatment

  • Support with compliance audits and reporting requirements

  • Advising on nexus and tax obligations for multi-state operations

Audit Representation

Facing a tax audit can be stressful. We act as your trusted advocate to navigate the process efficiently. Services include:

  • Representing clients during federal and state audits

  • Reviewing documentation and preparing defensible records

  • Communicating with tax authorities on your behalf

  • Providing guidances to resolve disputes and mitigate potential penalties