Tax Planning Services for Sage Intacct Users

Use Your ERP Data to Lower Your Tax Bill

Sage Intacct gives you real-time financial visibility—but if you’re only using it to prepare tax returns at year-end, you’re leaving money on the table. Straight Talk CPAs transforms your live ERP data into proactive tax strategies that help you save throughout the year, not just after the fact.

From Reactive Filing to Proactive Planning

Most businesses wait until tax season to think about taxes—by then, your options are limited. Our CPAs monitor your Sage Intacct financials year-round, identifying deductions, credits, and timing strategies before deadlines hit. This way, you can make informed moves that reduce your liability and keep more cash in the business.

What’s Included in Sage Intacct Tax Planning Services

Quarterly Tax Reviews
We analyze your Sage Intacct data every quarter to spot and act on savings opportunities early.


Entity Structure & Optimization Advice
We review your current business setup and recommend changes that could lower taxes.


Expense & Deduction Tracking
We ensure every eligible deduction is properly documented and visible in Sage Intacct.


Revenue Timing Strategies
We help you manage income recognition to align with optimal tax positioning.


Industry-Specific Tax Benefits
We identify credits, incentives, and deductions tailored to your industry.


Year-End Planning Sessions
We wrap up the year with a detailed tax projection and final action steps to lock in savings.

With Straight Talk CPAs, your ERP becomes a proactive tool for reducing taxes—not just a record-keeping system. We help you keep more of what you earn while staying fully compliant.

Turn Sage Intacct Into a Year-Round Tax-Saving Machine

A Real-World Example

Business Type: Software-as-a-Service (SaaS) company with recurring revenue


The Challenge:
They were profitable but paying more in taxes than necessary due to missed R&D tax credits and lack of expense tracking in Sage Intacct.


What We Did:

  • Reviewed past 12 months of Sage Intacct data for unclaimed credits
  • Set up expense tagging for R&D-related activities
  • Implemented quarterly tax reviews to monitor credit eligibility
  • Advised on timing of revenue recognition to minimize year-end liability

The Outcome:
They reduced their tax bill by over $86,000 in one year and now have a system in place to capture credits automatically through their ERP.

FAQs

  • Do you work directly inside Sage Intacct?

    Yes. We log into your system and handle bookkeeping tasks in real time, so you always have the latest numbers.

  • Can you catch up months or years of missed bookkeeping?

    Absolutely. We specialize in cleanup projects and can get your books fully current.


  • Do you replace our in-house bookkeeper?

    We can either replace your in-house role or work alongside them to improve accuracy and efficiency.


  • Will you also prepare my taxes?

    We can. Many clients combine bookkeeping with our tax preparation services so their books and filings are always in sync.


  • How often will you update our books?

    That depends on your needs—we can update daily, weekly, or monthly.


  • Do you customize reports for my industry?

    Yes. We tailor Sage Intacct reports to show the metrics that matter most to your business.