Tax & Compliance | ATL Accounting

Tax compliance, backed by accurate financial data.

We give tax professionals and businesses organized workpapers, schedules and compliance support, ready for review and filing.

Better prepared. Better organized. Ready for review.

Specialized support across business tax and compliance workflows

From business income tax schedules to payroll reporting and information returns, we help accounting teams manage tax-related financial data with more consistency and control.

Business income tax support

We help prepare financial statements, trial balances, supporting schedules and tax workpapers for common U.S. business returns:

  • Form 1120: U.S. Corporation Income Tax Return
  • Form 1120-S: U.S. Income Tax Return for an S Corporation
  • Form 1065: U.S. Return of Partnership Income

We organize the financial information, expense classifications and balances for review by the responsible tax professional.

Individual business tax support

We support sole proprietors and self-employed clients by organizing business income, expenses and accounting schedules tied to Form 1040 and Schedule C.

Structured records help tax professionals review business profit or loss and related financial information.

Payroll tax reporting support

We assist with payroll reconciliations, wage summaries, tax liability schedules and supporting records for employment tax forms:

  • Form 941: Employer’s Quarterly Federal Tax Return
  • Form 940: Employer’s Annual Federal Unemployment (FUTA) Tax Return
  • Forms W-2 and W-3: Wage statements and transmittal

Payroll records, general ledger balances and tax schedules stay consistent.

Information returns and vendor reporting

We organize vendor information, payment summaries and year-end data for applicable information returns:

  • Form 1099-NEC: Nonemployee compensation
  • Form 1099-MISC: Miscellaneous income
  • Form W-9: Collects payee taxpayer information

We reconcile vendor payments with your records. Filing requirements depend on the payment type and applicable tax rules.

Sales tax and transaction tax support

We organize sales data, taxable and nontaxable transactions, tax collected and supporting reconciliations for state and local sales tax reporting.

Forms, rates, filing frequencies and registration rules vary by jurisdiction, so our work follows the requirements set for each engagement.

Tax workpapers and supporting schedules

We prepare schedules covering income, expenses, fixed assets, depreciation information, balance sheet accounts and other relevant data.

Well-structured workpapers let tax professionals trace reported figures back to the books and supporting documents.

Filing calendar and compliance coordination

We help track deadlines, collect required documents, organize open information requests and coordinate review workflows.

Where required, we assemble information for extension processes, including Form 7004 for eligible business income tax returns.

Tax record review and issue resolution

We identify missing documents, inconsistent balances, unusual transactions and gaps between accounting records and tax workpapers.

We organize each exception for the right client, accountant or tax professional to resolve.

Tax-season support that fits your practice.

ATL Accounting provides structured back-office support to help businesses and CPA firms manage tax workloads without losing accuracy, organization or review quality.

More capacity during tax season

Handle more workpaper preparation, documentation requests and reconciliations with flexible accounting support.

Organized, review-ready workpapers

Consistent schedules, clear account references and organized documentation simplify professional review.

Better data consistency

Connect bookkeeping records to tax schedules to spot discrepancies before final review.

Fewer administrative bottlenecks

Delegate data organization, payment reconciliation and document tracking, so your team can focus on technical review and client advisory work.

Flexible engagement models

Choose monthly support, hourly assistance, project-based assignments or dedicated accounting resources.

Technology-compatible workflows

Work within your accounting systems, spreadsheets, document-management tools and approved processes.

Confidentiality and process discipline

Follow agreed access controls, documentation procedures, review checkpoints and secure handling of client financial data.

A structured approach to tax-season readiness.

Our process moves your team from scattered financial information to organized, review-ready tax support.

1

Define the scope

We confirm the client entity type, applicable forms, reporting period, accounting systems and required deliverables.

2

Collect and organize data

We arrange trial balances, financial statements, vendor records, payroll reports, tax documents and supporting schedules to the agreed requirements.

3

Prepare tax workpapers

We compile financial data, account schedules, reconciliations and supporting calculations for the assigned tax workflow.

4

Review and resolve exceptions

We flag missing information, unusual balances and inconsistencies, then track open questions with the responsible team until they are resolved.

5

Deliver for professional review

We hand organized workpapers and supporting records to the designated CPA or tax professional for review, approval and filing through the appropriate authorized process.

Make tax compliance work more efficient.

Give your team the accounting support it needs to manage documentation, prepare reliable workpapers and keep tax workflows organized.

Let’s Talk
Better prepared. Better organized. Ready for review.
INTEGRATIONS

Seamless Support Across Your Existing Systems

We work with your existing accounting software and business systems to deliver a smooth, secure, and efficient workflow without unnecessary disruption.