Assessment and Audit Services

An Income/Franchise* and/or a Sales & Use tax Compliance Assessment is a service that will help your business travel down the path towards compliance.  For a flat fee you will receive a macro level review of your records and ledger(s), at your location, for applicable tax types. 

 *Purchase of Income/Franchise tax Compliance Assessment comes with discount on purchase on annual Income/Franchise tax filing fees.

The half or full day assessment includes review of:

  • Four previous years of tax returns
  • Tax policies and procedures
  • Gross Receipts
  • Business Expenses
  • Accounting System/Software

During the assessment, you will learn:

  • What WI DOR auditor looks for
  • Answers to all tax questions
  • Current activities that may lead to an audit
  • Opportunities for growth and compliance

Upon completion of assessment, you will receive complete summary of opportunities to mitigate risk of an audit.

For more information give us a call or email us at info@goat-llc.com