Sage is a comprehensive accounting firm specializing in U.S. individual and business taxation, as well as U.S. GAAP accounting. With deep expertise in tax compliance and financial reporting, we provide end-to-end solutions, including preparation, signing, and e-filing of Federal, State, and Local returns.
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109 customer reviews
Elaine Morgan
Sage Finance Inc made the end-of-January accounting process smooth and efficient. They handled all the month-close tasks, verified balances, and prepared reports that gave us confidence heading into the rest of the year.
Linda Gonzalez
Wrapping up January’s accounting was a breeze thanks to Sage Finance Inc. Their detailed review, timely reconciliations, and clear reporting ensured our financials were in perfect order, setting a strong pace for the year ahead.
Priscilla Grant
Sage Finance Inc was incredibly helpful during January when we needed our books finalized and tax documents organized. They handled reconciliations, reviewed reports, and ensured everything was ready for upcoming filings. Starting the year with accurate numbers made a big difference. More...
Patrick O’Neal
Sage Finance Inc played a key role in setting up our business finances in January. They reviewed prior-year activity, corrected discrepancies, and prepared reports that gave us a clear financial baseline. Their accounting and tax expertise really showed during this transition. More...
Theodore Collins
We relied on Sage Finance Inc heavily in January for business accounting and tax preparation. They made sure our books were closed properly and that we were ready for upcoming tax filings. Having everything organized early gave us peace of mind. More...
Ximena Torres
We turned to Sage Finance Inc during a period of growth, and their support has been invaluable. They brought structure to our accounting and ensured our financial statements stayed accurate as our business expanded. Their work has helped us stay in control. More...
Zachary Hopkins
Sage Finance Inc made a noticeable improvement to our financial accounting within the first few months. The books are accurate, reports are consistent, and everything is well-documented. It’s reassuring to work with a team that values precision. More...
Joanne Miller
Before working with Sage Finance Inc, our financial accounting always felt rushed. Now everything is handled methodically, from reconciliations to final reports. Their steady approach has made a noticeable difference in how organized we feel. More...
Jackie Reynolds
Since working with Sage Finance Inc, our accounting process has been far more predictable. The books are closed on time, discrepancies are addressed quickly, and reports are easy to understand. That consistency has been incredibly valuable for our team. More...
Denise Caldwell
Since partnering with Sage Finance Inc, our financial accounting has become far more organized. Monthly reconciliations are handled properly, and we no longer have to question the numbers in our reports. Everything is clear, timely, and easy to follow. More...
Ashton Morales
We used to struggle with keeping our financial records up to date, but Sage Finance Inc changed that completely. They maintain accurate books, close the month smoothly, and flag issues before they grow. Their work gives us real peace of mind. More...
Bryan Chapman
We have found Sage Finance Inc to be a trustworthy accounting partner. Their team consistently maintains accurate records and meets all filing deadlines. This level of reliability allows us to focus more on business operations. More...
Holden Rivas
We appreciate how organized and thorough Sage Finance Inc is with our books and filings. Their steady communication and detailed work leave no room for confusion or last-minute issues. It’s reassuring knowing our financial records are always in good hands. More...
Quentin Holt
Sage Finance Inc offers dependable accounting support that has improved our internal workflows. Their timely preparation of statements and tax filings helps us stay compliant without stress. Their services have become an essential part of our financial routine. More...
Lawson Becker
Our company has had a very positive experience with Sage Finance Inc. Their team handles everything from reconciliations to tax planning with professionalism and care. Their clear reports give us a better understanding of our financial position throughout the year. More...
Jasper Ramirez
Our business depends on the reliable accounting services provided by Sage Finance Inc. They maintain clean financial records, deliver prompt updates, and prepare our filings with precision. Their support has strengthened our overall financial organization. More...
Troy Webster
Sage Finance Inc consistently meets our accounting needs with accuracy and efficiency. Their ability to manage detailed reports, monthly books, and tax requirements makes them a valuable partner. We trust their work completely.
Marcus Wheeler
We’re impressed by Sage Finance Inc’s ability to manage bookkeeping, reconciliations, and tax obligations with precision. Their organized processes and transparent communication make them a valuable partner for our accounting needs.
Bennett Coleman
The team at Sage Finance Inc delivers dependable accounting and tax services that fit our business demands. We appreciate their clarity in financial reports and reliability in meeting deadlines. Their support has improved our operational efficiency. More...
Leo Baxter
Our experience with Sage Finance Inc has been extremely positive. They manage our detailed accounting work, prepare comprehensive statements, and oversee compliance with care. Their systematic approach has improved how we plan and review our finances. More...
Luke Donovan
Sage Finance Inc delivers thorough and dependable accounting support across our operations. Their detailed recordkeeping, timely submissions, and clear financial summaries make them a trusted partner. They’ve helped us maintain stronger internal controls throughout the year. More...
Thomas Franklin
Our business has benefited greatly from the consistent service provided by Sage Finance Inc. They handle monthly reconciliations, compliance tasks, and year-end filings with precision. Their structured communication makes it easy to stay informed and prepared. More...
Ian Shepard
The services provided by Sage Finance Inc have improved our financial visibility and tax compliance significantly. Their consistent accuracy and structured communication make them a highly dependable accounting firm.
Joshua Monroe
Our e-commerce business has seen major improvements since partnering with Sage Finance Inc. Their team handles multi-platform sales reconciliation, inventory accounting, and tax planning with precision. Their reporting gives us clear insight into profitability by channel. More...
Adrian Kerr
Sage Finance Inc has demonstrated excellent expertise in business accounting, QuickBooks management, and year-end tax preparation. Their accuracy and dependability have made a noticeable difference in our financial organization. More...
Jaxon Mercer
Our experience with Sage Finance Inc has been exemplary. They provide thorough bookkeeping oversight, timely tax filings, and clear reporting that has strengthened our internal controls. Their responsiveness and attention to detail make them a highly reliable accounting partner. More...
Gabriel Hines
Sage Finance has provided consistent, high-level support for both our business and personal tax needs. Vincent’s ability to simplify complex financial matters and offer strategic guidance has been invaluable. Their efficiency and disciplined workflow make them a trusted long-term partner. More...
Ethan Stewart
I rely on Sage Finance for all my small business accounting 1099s, payroll, monthly books, everything. Vincent explains things without any jargon and always makes sure my filings are done right the first time. Couldn’t ask for better support.
Victoria Morris
Sage Finance helped me straighten out years of messy accounting when I first started my business. Vincent patiently walked me through every step from setting up QuickBooks properly to managing 1099s and tax filings. Now my finances are organized, and I can finally focus on growing my business. More...
Gavin Myers
Sage Finance goes beyond basic tax prep , they actually help you understand your numbers. Vincent’s advice on tax planning and expense tracking has saved my business both time and money. You can tell they genuinely care about getting it right. More...
David Wilson
I reached out to Sage Finance for help with 1099 filings and tax planning, and they were fantastic. Vincent explained everything clearly and even helped fix errors from my previous accountant. Super professional and easy to work with. More...
Owen Russell
Vincent and his staff at Sage Finance really know their stuff. They caught a few accounting issues that saved me time and money. Everything from bookkeeping to quarterly tax filings is done right the first time. Couldn’t ask for better service! More...
Violet Arnold
Really happy with Sage Finance! Vincent helped me organize my QuickBooks and made tax season completely stress-free. The whole team is reliable, responsive, and always on top of everything. Highly recommend them for small business owners. More...
Harper Reynolds
Sage Finance has made a big difference in how I manage my business finances. Vincent and his team are thorough, prompt, and always available when I need guidance. They’ve helped me stay organized and avoid last-minute tax season stress More...
Patricia Davis
I’ve been with Sage Finance for over a year, and Vincent and his team have been excellent to work with. They handle my taxes and bookkeeping with great attention to detail and always stay ahead of deadlines. I really appreciate their proactive approach and how they make complex financial tasks simple and stress-free. More...
Ryan
Sage Finance has been a huge help to my business. Vincent untangled a messy QuickBooks setup I’d been struggling with and took the stress out of tax season. They found deductions I didn’t know I could claim and handled a last-minute 1099 issue without missing a beat. The whole team is sharp, dependable, and great at explaining things clearly. More...
David
I started with Sage for personal taxes and now trust them with my business too. Vincent caught issues I hadn’t noticed and helped organize everything better. They’re always quick to respond, even with last-minute questions. It’s great knowing I can count on their team year-round. More...
Charlotte
Sage Finance has been a huge help to my business. Vincent untangled a messy QuickBooks setup I’d been struggling with and took the stress out of tax season. They found deductions I didn’t know I could claim and handled a last-minute 1099 issue without missing a beat. The whole team is sharp, dependable, and great at explaining things clearly. More...
Charlotte
Sage Finance has been a huge help to my business. Vincent untangled a messy QuickBooks setup I’d been struggling with and took the stress out of tax season. They found deductions I didn’t know I could claim and handled a last-minute 1099 issue without missing a beat. The whole team is sharp, dependable, and great at explaining things clearly. More...
Henry
Trying to manage both freelance work and my LLC used to be a headache, but Sage Finance made it way easier. Vincent set up a clean, simple bookkeeping system and keeps my taxes running smoothly. They’re also super responsive Vincent once followed up first thing in the morning after I sent a late-night question. Their support has really made a difference. More...
Nelson
I had a fantastic experience with Sage Finance! Vincent expertly guided me through my bookkeeping and 1099 filings, making the QuickBooks setup a breeze. They were always available for my questions, which eased my stress during tax season. I highly recommend their services for anyone needing reliable accounting support! More...
Chloe
Sage Finance has really improved my personal and business accounting. Vincent handled my complex tax issues expertly, ensuring everything was compliant. The QuickBooks setup was easy, and the team was always quick to respond to my questions. Their attention to detail has made managing my finances much simpler. I highly recommend them for anyone needing reliable financial help! More...
Morris
Sage Finance has really improved my small business finances. Vincent and his team took care of my taxes with great accuracy and made sure everything was filed on time. Their guidance on QuickBooks setup has made bookkeeping so much easier. They’re quick to respond to any questions I have, which gives me peace of mind. I definitely recommend Sage Finance for anyone needing solid accounting support. More...
Nora
I had a great experience with Sage Finance. Vincent helped me with my personal taxes and made everything easy to understand. His attention to detail saved me money by ensuring I claimed all the right deductions. The team was always available for my questions, and they set up QuickBooks for my bookkeeping seamlessly. I highly recommend them for anyone looking for reliable financial help. More...
Chloe
I was truly impressed by the attention to detail from Vincent and the Sage Finance team during tax season. They meticulously reviewed all my documents, making the entire filing process a breeze. I felt confident knowing everything was accurate and submitted on time. Their availability for urgent questions eased my stress significantly, and their expertise has truly simplified my accounting. More...
Lucas
I recently had the pleasure of working with Sage Finance for my personal and business accounting needs, and I can't recommend them enough. Vincent and his team were incredibly responsive and proactive, addressing my financial concerns with ease. They helped me navigate complex tax regulations I was struggling with, and their insights were truly invaluable. More...
Zoey
Sage Finance has significantly improved my business operations. Vincent and his team set up QuickBooks for me, simplifying my bookkeeping. They understood my needs and provided effective solutions. Their attention to detail and quick responses to urgent questions have made managing my business much smoother. More...
Travis
I had a great experience with Vincent and the Sage Finance team for my personal tax preparation. Vincent’s expertise in tax regulations made it easy for me to understand the process and identify all available deductions. He was consistently available to address my concerns, which greatly reduced my stress during tax season. More...
Aria
I really value the team's commitment to deadlines. They helped me with some challenging financial issues and responded quickly to my questions. I trust them completely with both my business and personal accounts, and I highly recommend their services. More...
Luca
Working with Sage Finance has improved my business finances. Vincent helped me set up QuickBooks to fit my needs, making everything simpler. His expertise allowed me to manage my finances more efficiently. The team is always responsive and ready to help with any questions. Overall, I feel more confident in my financial management thanks to their suppor More...
What kind of accounting services do you provide?
We provide comprehensive accounting services tailored to help businesses maintain accurate financial records and make informed decisions. Our services include monthly financial statements, which provide a clear snapshot of your business’s financial standing, including profit and loss statements, balance sheets, and cash flow reports.
We ensure that your books are up to date through monthly bookkeeping, reconciliation of accounts, and compliance with U.S. GAAP accounting standards. Our goal is to give you financial clarity, so you can focus on growing your business with confidence.
Why is it so important for businesses to hire a great accountant?
Hiring a great accountant is crucial for businesses because they provide financial clarity, compliance, and strategic guidance. A skilled accountant ensures accurate monthly financial statements, helping business owners understand their profitability, cash flow, and overall financial health.
Beyond bookkeeping, a great accountant helps with tax planning, cost optimization, and compliance with U.S. GAAP and tax regulations, reducing the risk of errors, penalties, and missed opportunities for savings. With expert financial oversight, businesses can make informed decisions, scale efficiently, and stay ahead in an ever-changing financial landscape
What do you love most about your job?
What we love most about our job is empowering businesses with financial clarity and confidence. Seeing our clients make informed decisions, optimize their cash flow, and scale successfully because of accurate financial insights is incredibly rewarding.
We take pride in simplifying complex accounting and tax processes, ensuring compliance, and helping businesses stay on track. Whether it’s delivering monthly financial statements, streamlining bookkeeping, or guiding tax strategy, we love being the trusted partner that helps businesses grow with peace of mind.
What inspired you to start your own business?
Sage was founded with the vision of making accounting and tax compliance seamless, transparent, and accessible for businesses of all sizes. We saw firsthand how many businesses struggle with disorganized financials, tax complexities, and the lack of real-time insights needed to make informed decisions.
Recognizing the potential to combine expertise with automation, we set out to build a service that not only ensures compliance but also provides businesses with clear, data-driven financial insights through monthly financial statements and bookkeeping. Our goal is to help businesses stay financially healthy, scale efficiently, and focus on what they do best—without getting bogged down by accounting challenges.
Why should our clients choose you?
Clients should choose Sage because we offer a unique combination of expertise, reliability, and personalized service. We specialize in U.S. individual and business taxation, U.S. GAAP accounting, and end-to-end bookkeeping, ensuring that all aspects of your financial management are handled with precision and care.
What sets us apart is our commitment to delivering clear monthly financial statements, giving you real-time insights into your business's financial health. We help simplify complex tax filings and offer proactive strategies to reduce tax liability and improve cash flow.
We pride ourselves on being a trusted partner, offering hands-on support and tailored solutions to fit the specific needs of each client. Whether you’re looking for catch-up bookkeeping, tax filing assistance, or strategic financial advice, Sage is here to guide you every step of the way.
Can you provide your services online or remotely? If so, please add details.
Yes, at Sage, we provide all of our accounting and tax services online and remotely to ensure flexibility and convenience for our clients. Using secure cloud-based accounting software, we are able to collaborate with businesses from anywhere, providing real-time access to financial data, monthly statements, and tax filings.
Our remote services include:
Monthly bookkeeping and financial reporting
Tax filing preparation (Federal, State, and Local returns)
Catch-up bookkeeping for previous years
Consultation on financial strategy and tax planning
Fractional CFO services
We prioritize security and confidentiality, using encrypted communication tools and secure platforms for document exchange. Our remote capabilities allow us to serve clients nationwide, offering a seamless and efficient experience no matter where you're located.
What changes have you made to keep your customers safe from Covid-19?
At Sage, we’ve implemented several measures to ensure the safety and well-being of our clients during the Covid-19 pandemic, while continuing to provide seamless accounting and tax services:
Fully Remote Services: We have transitioned all of our services to be online and remote, allowing us to collaborate securely with clients from the comfort of their homes or offices. This minimizes in-person contact while maintaining the quality and accessibility of our services.
Secure Communication: We utilize encrypted communication platforms for sharing sensitive financial documents, ensuring that all information is handled with the utmost security and confidentiality.
Flexible Meeting Options: We offer virtual meetings and consultations, so clients can discuss their financial needs without needing to meet in person.
Health and Safety Protocols (if in-person needed): For situations that require in-person interactions, we follow strict health and safety protocols, including social distancing and sanitization, to ensure a safe environment for both our clients and team members.
These measures allow us to continue supporting our clients effectively while keeping everyone's safety a top priority.
Tax Preparation & Filing
We specialize in bookkeeping and financial management, ensuring businesses stay organized and tax-ready. Our services include:
Monthly Bookkeeping – Ongoing financial tracking and reconciliation
Catch-Up Bookkeeping – Bringing your books up to date for the entire previous year
In addition to bookkeeping, we have extensive experience in preparing U.S. tax filings for individuals and businesses, including LLCs, Partnerships, S-Corporations, and C-Corporations:
Form 1040 – Individual Tax Returns
Form 1040NR – Non-Resident Tax Returns
Form 1065 – Partnership & LLC Tax Returns
Form 1120 – C-Corporation Tax Returns
Form 1120S – S-Corporation Tax Returns
We also handle various international tax reporting forms to ensure full compliance with U.S. tax regulations.
