BUSINESS SERVICES

Warrior Financial Services offers a full suite of essential compliance and operational services to ensure your business remains organized, compliant, and focused on growth.

We provide the hands-on support necessary for both daily operations and regulatory filing:

• Franchise Tax: Expert preparation and filing of state-level taxes levied for the privilege of operating your business as a legal entity (such as an LLC or Corporation) within a specific state.

• Sales Tax: Accurate calculation, collection, and timely remittance of local and state sales tax based on your business's established nexus.

• Vehicle Use Tax: Compliance guidance and filing assistance related to taxes owed on business vehicles, particularly those purchased out-of-state.

• Bookkeeping: Comprehensive recording, classifying, and summarizing of all financial transactions to provide clean, accurate, and up-to-date financial records.

• Payroll: Full-service management of employee wages, tax withholdings, deductions, and timely submission of all required federal and state payroll tax reports (W-2, 1099, etc.).

• Business Formations: Assistance with structuring and legally establishing your new venture (LLC, S-Corp, C-Corp, etc.), including preparation and filing of necessary state documents.

Getting Started and Service Details

We offer custom plans tailored to the complexity and scale of your business needs. To ensure a smooth start, here is what is typically required to initiate each service:

Required Documentation to Begin

Tax Filings (Franchise, Sales, Vehicle Use):

• • Prior tax returns.

  • Annual/quarterly sales reports.

  • Transaction data.

  • Business registration information.

Bookkeeping (via QBO):

• • Existing QuickBooks Online (QBO) account access OR we will assist with the setup of a new QBO account if you do not already have one.

Payroll:

• • Employer Identification Number (EIN).

  • State/local tax ID numbers.

  • Employee information (W-4s, I-9s).

Business Formations:

• • Proposed business name.

  • Desired entity type (LLC, Corp, etc.).

  • Owner/member contact information.

Availability and Fees

• Accepting New Clients: Our services, including specialized tax compliance and advisory, are open to new clients annually from May through December.

• Consultation Fee: If your request requires an in-depth review of financial documents, prior returns, or detailed strategic planning that extends beyond a general introductory discussion, a consultation fee will apply. This fee covers our expert time to analyze your specific situation and develop a personalized game plan.