Tax Preparation Services for Businesses Using the Scaling Performance System

Accurate, On-Time Filing—Built from Your Scaling Up Financials

Tax season doesn’t have to be stressful or chaotic. With clean, organized Scaling Up financials and real-time metrics across People, Strategy, Execution, and Cash, filing taxes becomes seamless.


At Straight Talk CPAs, we prepare business tax returns directly from your Scaling Up Performance Platform data—no scattered spreadsheets, no last-minute panic, and no guesswork. Your numbers are already aligned; we ensure they’re accurate, complete, and fully audit-ready.


Each form is prepared from reconciled, actionable financial data aligned with your One-Page Strategic Plan (OPSP), meeting rhythms, and Cash Acceleration objectives.

Clean Data In = Confident Filing Out

We don’t just submit returns—we review your Scaling Up financials thoroughly, correct inconsistencies, and ensure alignment with your cash, strategy, and growth metrics. Whether you’re handling multi-entity filings, complex owner distributions, or deferred income, we manage every detail—so you can stay focused on running your business.


If prior-year issues exist, we resolve them efficiently. And if you need insight beyond filing, our Scaling Up advisory services provide strategic guidance alongside accurate tax preparation.

What’s Included in Our Scaling Up Tax Prep Services

  • Federal, State & Local Return Filing – Corporations, partnerships, and pass-through entities

  • Owner Compensation & Distribution Coordination – Aligned with Scaling Up metrics and cash planning

  • Year-End Close Support – Adjusting entries, reconciliations, and final tie-outs

  • Amended Returns & Prior-Year Corrections – Accurate, compliant, and audit-ready

  • Tax Documentation & Compliance Back-Up – Defensible records for regulatory reviews

Filing isn’t the finish line—it’s the final step of a process that starts with clean, well-maintained Scaling Up financials. We make sure your numbers are accurate, your returns are on time, and your team understands exactly what was done—and why.



Need help interpreting Scaling Up financials during tax season? We highlight the most important metrics, uncover tax-saving opportunities, and show where leadership should focus—so you can act with confidence, clarity, and control.

Built for Leaders Who Expect More Than a Tax Return

Why Work With Straight Talk CPAs?

  • We work directly within your Scaling Up system.
    Everything happens that is perfectly aligned to your framework—fast, secure, and accurate.

  • We focus on clarity and action.
    No last-minute surprises, no unexplained numbers. Just clean data and actionable guidance.

  • We resolve past issues and prevent new ones.
    From prior-year corrections to reconciliations and oversight, we handle it all.

  • Need strategic insight too?
    Our outsourced CFO services align tax preparation with your long-term Scaling Up plan, keeping strategy and compliance in perfect sync.
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"Straight Talk CPAs made our Scaling Up tax preparation seamless and dependable. Our numbers are precise, returns are accurate, and our leadership team can make confident decisions every month."

Karen Douglas, COO, Healthcare Group

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"Straight Talk CPAs’ Scaling Up–aligned approach transformed how we handle taxes. Quarterly reviews and proactive planning give us clarity and ensure every decision is backed by accurate data."

Michael Lee, Founder, Logistics Company

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"Working with Straight Talk CPAs brought structure and reliability to our Scaling Up financials. Their tax expertise keeps us prepared, compliant, and ready to scale."

Sophia Ramirez, CFO, Tech Firm

FAQs

  • How do Straight Talk CPAs integrate with Scaling Up financials?

    We use your existing Scaling Up system to produce accurate, actionable tax returns that align with your One-Page Strategic Plan, Meeting Rhythms, and Cash Acceleration goals.


  • Do I need to change my Scaling Up setup to work with you?

    No. We enhance your current framework, ensuring all tax planning and filing is fully aligned with your metrics and workflow.


  • Can you help with owner compensation and distribution planning?

    Absolutely. We analyze your finances to optimize payroll, draws, and distributions for tax efficiency and compliance.


  • How do you handle quarterly planning and estimates?

    We provide accurate quarterly tax projections using reconciled Scaling Up data, keeping leadership informed well before deadlines.


  • Are your services audit- and compliance-ready?

    Yes. All tax preparation is built on GAAP-compliant Scaling Up financials, ensuring your records are defensible and prepared for audits or regulatory reviews.