Compliance

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Tax Compliance & Risk Management.
Complexity Solved.

Running your business comes with enough headaches.
We'll take on your tax puzzle - no matter how complicated - so you can stay focused on what you do best.

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Operating Compliance

We help you register with the secretary of state to transact in the states where you do business and handle the recurring information reporting and income tax filings.

Employer Compliance

We help you with the state and local employer registrations so that you can hire, withhold, and have the correct insurance to pay your team.

Sales Compliance

From doing a nexus review, to understand who you need to withhold sales tax from, to managing the process with shopify/stripe and submitting the sales tax withheld we ensure you are in good standing.

We work with companies just like yours

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Maximize your tax savings potential. Minimize your liability.

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Tax Strategy & Support

A comprehensive plan and optimized internal controls.
We will identify areas of risk and develop strategies to help you mitigate these risks. We also stay on top of changes to compliance regulations that affect your business.
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Reduced Liability

Our meticulous compliance team is your meticulous compliance team.
We double-check the numbers to ensure you're optimizing your savings and only paying what's required based on tax categories relevant to your business.
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Stay in Good Standing

An entirely proactive approach keeps us looking forward, not backwards.
Our internal controls and systems ensure that your reporting is on time and accurate. We stay on top of deadlines and changes to help you avoid penalties and audits.
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California tax compliance

California is a complicated landscape.
From corporate tax rates and sales tax regulations to property taxes and employment-related obligations, understanding and adhering to California tax compliance measures not only mitigates potential risks but also establishes a solid foundation for financial stability and growth.

Why Finvisor?

Expertise and responsiveness you won't find anywhere else.

Real-Time Communication

Get real-time immediate responses via Slack. If a fire comes up, we are here to put it out quickly.

A Reliable Partner

Not remote or outsourced, a fractional part of your team. We fill out your Org Chart as you grow and your needs change.

Affordable Pricing

Simple, consistent pricing. A fraction of the cost of a full-time hire with the benefits of a full team of experts.
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When we say "you get a team" we really mean it. We have the personnel on hand to backfill your company's Org Chart, which saves you a lot of time and money.

Your Finvisor Partner Team

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We have packages to fit your business through any growth stage.  

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Our Customers are talking

We're proud to have earned their trust and we'll be proud to earn yours too! Clear, comfortable real-time communication and fanatical attention to detail is how we win together. 

“I have observed that Jodi is proactive, exceptionally intelligent, and extremely capable. She has proven to be a valuable asset to our cash flow, which is vital for a small business like XiO.”

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Bryan Collins

COO – XiO, Inc

“The Finvisor team has been great. Our financials had been a mess since we opened and the Finvisor team cleaned them up and have been on top of every detail.”

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Ryan Schaper

Operations Manager – Flagship

“Unlike other firms that we have worked with in the past, they are exceptional listeners, provide sound and scalable advice, and always have our best interests at heart.”

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Brian Hassan

Co-Founder – Kickfin

Let's chat

Get on our calendar for a free introductory call.
Find out what it's like to work with Finvisor and how we can help you reach your business goals. Our financial advisors work hard for your business across our full suite of accounting and reporting services.

Request a Quote

We'll get back to you within a business day, usually sooner. Or you can schedule an introductory call and get on our calendar.

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