Frequently Asked Questions
About Level Up Professional Services
What services does Level Up Professional Services offer?
We specialize in comprehensive accounting services, including:
- Monthly and quarterly profit and loss reviews
- Tax strategy planning
- Licensing, insurance, and tax liability education
- Payroll services
- Customized accounting solutions for businesses
- Business consulting
- Business Structuring
- Annual Tax filings for personal and business returns
Who are your typical clients?
We work with a variety of business owners, from startups to established companies, providing them with the tools and insights needed to succeed.
Do you offer consultations?
Yes! We provide initial consultations to discuss your business needs and explore how we can support your financial goals.
How often do you meet with clients?
We offer monthly and quarterly meetings to ensure clients stay on track with their financial goals and maintain compliance with tax regulations.
Tax Strategy & Planning
Can you help reduce my tax liability?
Absolutely. We specialize in creating smart tax strategies tailored to your business structure, helping you maximize savings while staying compliant.
Do you assist with filing business taxes?
Yes, we help with filing accurate and timely taxes while also advising on strategies for future tax years.
What is included in your tax strategy sessions?
Our sessions include reviewing profit and loss statements, identifying deductible expenses, forecasting future liabilities, and planning tax-saving strategies.
Business Structure & Compliance
Can you help me choose the right business structure?
Yes, we provide guidance on selecting the most suitable structure (LLC, S-Corp, etc.) based on your business goals and tax implications.
Do you assist with registering my business?
Yes, we help clients navigate licensing and registration processes to ensure compliance at the state and federal levels.
What do I need to know about business licensing and insurance?
Licensing and insurance requirements vary by industry and location. During our meetings, we educate you on your specific obligations and help you stay compliant.
Payroll Services
Do you offer payroll services?
Yes, we manage payroll processes, including compliance, tax filings, and employee payments.
Can you help my business switch to a new payroll system?
Of course! We’ll make the transition seamless and ensure your team’s paychecks continue without interruption.
General Questions
How do I know if my business is financially healthy?
Regular review of your profit and loss statements, cash flow, and overall financial metrics can give you insight. We guide you through these processes to ensure your business remains on a path to success.
Do you work with startups?
Yes! We love helping startups establish solid financial foundations and build strategies for growth.
What makes Level Up Professional Services different?
We’re not just accountants—we’re partners in your success. Our team goes beyond numbers to educate, empower, and guide you toward achieving your business goals.