Tax Planning Services for Acumatica Users

Turn Acumatica’s Data Into Smart Year-End Tax Strategies

Acumatica tracks every sale, expense, and payroll dollar—but unless that data informs your tax planning, you’re missing major opportunities. Straight Talk CPAs helps businesses use Acumatica’s real-time visibility to make proactive tax decisions, long before it’s time to file.

It’s Not Just About Lowering Taxes—It’s About Better Strategy

Effective tax planning isn’t a once-a-year spreadsheet. It’s a continuous, evolving strategy based on real numbers. Our team uses your Acumatica data to analyze profits, timing, asset purchases, owner draws, and more—then we build a customized plan to legally reduce your liability and keep more money in the business.

What’s Included in Acumatica Tax Planning Services

Real-Time Tax Liability Estimates
We project your expected tax burden using current Acumatica financials—so there are no April surprises.


Quarterly Check-Ins and Forecast Adjustments
We meet with you throughout the year to revise your plan based on actual performance, not guesses.


Entity Review & Optimization
We evaluate if your current business structure (LLC, S Corp, etc.) still makes sense based on Acumatica’s financial reports.


Section 179 & Bonus Depreciation Planning
We advise on strategic purchases and capital investments to maximize year-end deductions.


Owner Compensation Strategy
We help you plan salary vs. distributions to minimize self-employment tax and stay compliant.


Tax Strategy Implementation & Tracking
We don’t just make suggestions—we help you implement them directly in Acumatica and track results.

Waiting until tax season to think about taxes is a guaranteed way to overpay. Straight Talk CPAs helps Acumatica users take control of their numbers and build forward-thinking tax strategies that save money and support growth.

Build a Tax Plan That Grows With Your Business

A Real-World Example

Business Type: Manufacturing company with multiple warehouses and high-volume transactions


The Challenge:
They had been using Acumatica for inventory and sales, but their books were six months behind. Bank reconciliations were incomplete, vendor payments were missed, and financials were unreliable.


What We Did:

  • Caught up 6 months of missing and miscategorized transactions
  • Cleaned up AR/AP records and aligned them with warehouse data
  • Automated recurring entries and reconciliations inside Acumatica
  • Delivered monthly reporting tied directly to business operations

The Outcome:
They now have real-time visibility into their financials. With reconciled accounts and accurate P&Ls, they’ve improved vendor relationships and can confidently forecast inventory and cash needs.

FAQs

  • Do I need to switch accountants to use your tax planning services?

    Not necessarily. We can work alongside your existing CPA or take the lead on strategy and filings if needed.

  • How often do you review our numbers?

    We typically review your Acumatica data quarterly, though some clients prefer monthly for faster-moving businesses.


  • Can you access Acumatica directly for tax planning?

    Yes. We work inside your Acumatica environment so we can pull accurate reports and build strategies without guesswork.


  • Do you help implement the strategies or just advise?

    We handle both. We advise, execute, and track your tax planning strategies directly in your ERP and financial workflows.


  • What if my books in Acumatica aren’t clean yet?

    No problem. We offer bookkeeping cleanup services and can’t move forward with planning until the data is solid anyway—we’ll help you get there first.


  • Are your tax plans customized or templated?

    Every tax plan is custom. We tailor strategies based on your business goals, Acumatica setup, and industry-specific opportunities.