Tax preparation & planning
Corporate and personal returns with mid-year estimates so withholding matches reality.
Labs Orca provides tax preparation, bookkeeping, and CFO-level advisory for small and mid-sized businesses — with year-round access, not just April.
Numbers you can run the business on.
Labs Orca helps owner-managed businesses stay compliant, close books on time, and understand cash flow before decisions — not after quarter-end surprises.
- 500+
- Returns filed annually
- 120
- Business clients on retainer
- 20
- Years in practice
Services
What we take on
Bookkeeping & close
Monthly reconciliation, categorisation rules, and a close checklist you can audit.
Payroll support
Coordination with your payroll provider and quarterly filings filed on schedule.
Advisory & forecasting
Simple cash-flow models and scenario notes for hiring, equipment, and expansion decisions.
Process
How the work runs
- 01
Discovery
Prior returns, chart of accounts, and pain points — usually one working session.
- 02
Clean-up & cadence
Historical catch-up if needed, then a monthly rhythm with fixed deliverable dates.
- 03
Year-round review
Quarterly check-ins outside tax season so nothing waits until March.
Clients
In their words
“First year we closed books by the 10th every month. Our bank line review went from painful to routine.”
“They found R&D credits our previous firm never mentioned. Paid for three years of fees in one filing.”
FAQ
Good to know
Which software do you support?
QuickBooks Online, Xero, and most major desktop packages. We document workflows in your system, not a parallel shadow set.
Can you represent us in an audit?
Yes. We prepare schedules, attend initial meetings, and coordinate with counsel if the matter escalates.
Do you work with multi-state businesses?
Yes — nexus review and apportionment are scoped up front so filings match where you actually operate.
Talk to Labs Orca
Labs Orca provides tax preparation, bookkeeping, and CFO-level advisory for small and mid-sized businesses — with year-round access, not just April.