Tax Preparation Services for Sage Intacct Users

Tax Filings That Match Your Books—Down to the Last Detail

When your books are managed in Sage Intacct, your tax returns should reflect that accuracy. Straight Talk CPAs prepares and files your taxes directly from your ERP’s clean, reconciled data—ensuring every figure is correct, every deduction is documented, and every deadline is met.

Accurate, Defensible, and On Time

We don’t just fill out forms. We use your Sage Intacct financials to build tax returns that stand up to scrutiny. From entity-specific requirements to industry deductions, we prepare filings that are both compliant and optimized for your business. And because we work inside your ERP, there’s no data transfer risk—just clean, consistent numbers from start to finish.

What’s Included in Sage Intacct Tax Preparation Services

Business Tax Return Preparation
We handle federal, state, and local filings for all entity types.


Multi-Entity & Consolidated Filings
We prepare returns for complex structures using Sage Intacct’s consolidated data.


Industry-Specific Deduction Application
We ensure you claim every deduction available to your business type.


IRS & State Compliance Checks
We review your financials for red flags before filing.


Electronic Filing & Confirmation
We file your returns securely and provide proof of acceptance.


Post-Filing Review & Next-Year Planning
We review your results and recommend changes for the upcoming year to improve tax outcomes.

With Straight Talk CPAs, your tax preparation is built on a solid foundation of clean ERP data. We file accurately, on time, and in a way that protects your business from costly mistakes.

File With Confidence—Directly From Sage Intacct

A Real-World Example

Business Type: Regional manufacturing company with three subsidiaries


The Challenge:
Their previous tax preparer worked from exported spreadsheets, leading to mismatched numbers and IRS questions after filing. They wanted a process that worked directly from
Sage Intacct to avoid errors.


What We Did:

  • Reviewed and reconciled year-end data in Sage Intacct
  • Prepared federal and state returns for all entities, plus a consolidated filing
  • Applied manufacturing-specific deductions and credits
  • Delivered an IRS-ready, fully documented filing package directly from the ERP

The Outcome:
The company filed clean, accurate returns with zero IRS follow-up and identified an additional $42,630 in deductions they had previously missed.

FAQs

  • Do you prepare taxes directly from Sage Intacct data?

    Yes. We work inside your ERP to ensure filings match your actual books exactly.


  • Can you handle multiple entities?

    Absolutely. We prepare both individual and consolidated returns for multi-entity organizations.


  • What if my books aren’t ready for tax season?

    We can do a cleanup before preparing your returns to make sure the numbers are accurate.


  • Do you help with IRS or state notices?

    Yes. We assist with responses and provide documentation from your Sage Intacct records.


  • Can you file in multiple states?

    Yes. We prepare and file in all 50 states and handle complex nexus situations.

  • Do you also offer year-round tax planning?

    Yes. Many of our clients combine preparation and planning for maximum savings.