Small retail business owner
Baker Tilly Advantage

What we do 

Tax, accounting, HR and payroll all in one place 

Explore our back-office solutions

Why work with multiple vendors when you can work with one? Backed by a top 10 advisory, tax and assurance firm, Baker Tilly Advantage has the has a full suite of services to handle your tax, accounting, human resources (HR), payroll and more.

Tax 

Our solutions-driven approach to tax planning focuses on achieving specific outcomes, such as minimizing tax liabilities and maximizing tax benefits — all through strategic planning and implementation.

Tax preparation

Preparation of business tax return and providing quarterly tax estimates, along with supporting preparation of associated individual tax returns

Tax planning

Providing recurring projections of taxable income and meeting to review recommendations and adjustment to estimated tax payments — all to reduce your tax obligations

Accounting

Routine accounting clean-up and adjustments needed for accurate tax reporting at your preferred recurrence (monthly, quarterly, etc.)

Fixed asset maintenance

Maintenance of your fixed asset ledger and maximizing depreciation expense for federal, state and alternative minimum tax (AMT) records

Annual 1099s

Preparation of annual 1099s for electronic filings

Specialty tax solutions

Tailored to your business’s needs, including research and development (R&D) tax credits, cost segregation, sales tax, payroll tax, last-in, first-out (LIFO) inventory review, unclaimed property and much more

Accounting

Whether you’re looking to outsource your entire accounting department or seeking assistance with simple accounting and bookkeeping, we work with you to create a customized solution that meets your needs and scales as you grow.

Transactional accounting
  • Accounts payable/bill payment
  • Accounts receivable
  • Expense management
  • Bank reconciliations
  • 1099 creation and filing
  • Transaction recording
Controller services
  • Account reconciliations
  • Cash management
  • Consolidated reporting
  • Financial statement preparation
  • Designing control procedures
CFO services
  • Budget preparation and reporting
  • Cash-flow analysis
  • Financial forecasts and modeling

Human resources

Get time back in your schedule to focus on growing your business while we help you focus on your greatest asset — your people.

Federal, state and local HR compliance

In an ever-changing regulatory climate, it’s difficult to keep abreast of sweeping local, state and federal legal changes. We offer a comprehensive review of your current policies and procedures to ensure your business meets compliance and monitor regulation changes.

Recruitment and applicant tracking

Finding the best candidate for a position is imperative to maintaining a competitive business advantage, but it’s not always an easy task. Additionally, the administrative efforts that support recruitment can be equally as daunting. Our recruiting team can help significantly reduce your time investment throughout the entire process.

Hiring and onboarding

Effective onboarding can lead to increased employee retention. Our onboarding programs prepare your new hires in a specialized way that promotes success within their roles by using a customized orientation experience and ongoing targeted communication.

Performance management

Defining your business’s goals and relating them to each employee’s job is central to the success of a good performance management plan. We can help you design an effective plan with a well-articulated process from the ground up.

Benefits administration

A lot of effort goes into creating an employee benefits package that balances quality with affordability. We offer a combination of traditional and technical support solutions that will benefit you and your employees.

Employee engagement

Implementing an effective employee engagement strategy is a proven way to reduce staff turnover, improve productivity and in turn, increase revenue. We specialize in getting a “pulse” on your workforce and creating a customized action plan to increase engagement.

Payroll 

Payroll processing is no longer simple, administrative work. To most, a paycheck may seem straightforward, but as HR and payroll professionals, we recognize the complexities of calculating pay information. While payroll processing is the end component, ensuring paycheck accuracy relies on good HR coordination and support. This is where we come in.

Exclusive ADP® staff support 

Direct access to a support queue that is separate from the general public. 

Consulting and advisory services 

Baker Tilly payroll specialists provide strategic advice and answer questions that ADP® support cannot. 

Simplified billing 

Flat, monthly structure provides consistency and reduces payroll billing questions. Monthly pricing is reviewed annually.  

Access to additional modules 

Time & Labor Management, Human Resources, Talent Management & Acquisition, Benefits, etc. 

No long-term service contracts 

All service agreements are on a month-to-month basis and can be changed as needed. Changes may affect monthly pricing. 

Below retail pricing 

Our wholesale relationship offers discounted pricing on ADP® products.  

Additional services

In addition to the accounting, tax, HR and payroll services above, we have several a la carte options to provide reviews of where you are at now and plan for tomorrow.

Accounting assessment

Review of accounting processes and procedures highlighting risk and opportunity.

Lease readiness assessment

Provide a Lease Readiness Assessment to review in preparation for adoption of GAAP financials if needed. (All equipment and real estate leases will need to be in compliance for ASC 842 under GAAP financials.)

Income tax review

Review of your most recently filed corporate returns summarizing your tax exposures and opportunities.

HR assessment

Provide insights and best practices customized for you to increase HR effectiveness in your organization.

Cybersecurity assessment

Review of current IT and security processes, summarizing potential risk and offering solutions.

Sales tax assessment

Initial assessment of your sales tax profile to uncover potential risk areas.