Tax Services

Tax support that’s aligned, strategic, and built into your broader financial plan.

Tax support that’s aligned, strategic, and built into your broader financial plan.

 Strategic
tax planning
Accurate,
compliant filings
Aligned with
your financial goals

Tax Services Integrated with Your Financial Support from Forge

At Forge, tax isn’t a standalone service; it’s a strategic extension of the financial support you’re already receiving. That’s why we offer tax preparation, planning, and advisory services, including nonprofit tax filings, exclusively to clients engaged in our Virtual Controller & CFO or Audit services.

When your tax team is aligned with your reporting, forecasting, and compliance needs, you gain proactive guidance, not just year-end filings.

What We Provide

For clients already working with Forge through a Virtual Controller & CFO or Audit engagement, our tax team provides:

  • Annual tax preparation

  • Strategic tax planning throughout the year

  • Year-end tax-saving recommendations

  • Nonprofit information return preparation (e.g., Form 990)

  • Integration with your broader budgeting and forecasting strategy

Note: Tax services are only available as add-ons for existing clients engaged in a Forge Virtual Controller & CFO or Audit package.

Why Integration Matters

Standalone tax returns can miss the bigger picture. By integrating tax with your ongoing financial support, we help you:

  • Plan ahead for cash flow and tax liabilities
  • Align tax strategy with entity structure and ownership goals
  • Eliminate year-end surprises

Whether you lead a growing business or nonprofit, you deserve tax advice that understands your full financial picture.

Why Integration Matters

Standalone tax returns can miss the bigger picture. By integrating tax with your ongoing financial support, we help you:

  • Plan ahead for cash flow and tax liabilities
  • Align tax strategy with entity structure and ownership goals
  • Eliminate year-end surprises

Whether you lead a growing business or nonprofit, you deserve tax advice that understands your full financial picture.

Already a Client?

Talk to your Forge advisor about adding tax support to your engagement.

New to Forge?

Learn more about our Virtual Controller & CFO or Audit services to see how tax fits into a broader strategy.

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