Tally Tax prepares your personal and business returns, plans your taxes before the year ends, and stands between you and the IRS when a letter arrives — with a CPA or enrolled agent on every return.
High income rarely means simple taxes. Multiple 1099s, an S corp, a practice with partners, income in two states, a brokerage account that throws off K-1s — the complexity grows faster than the time you have to manage it.
Tally Tax is a team of CPAs and enrolled agents who prepare, plan and represent — all year, not just in April. You get the same named preparer every season, and every number on your return traces back to a document.
Most people split their taxes across a tax app, a seasonal preparer and a shoebox of receipts. Nobody owns the whole picture, so things fall through — a missed estimate, a 1099 that doesn’t match, a notice nobody answered.
We handle the whole year in one place, from your first estimated payment to the signed return, so nothing slips between providers.
Individual and business returns, federal and state, prepared and signed by a credentialed pro.
Quarterly estimates, entity and salary decisions, and year-end moves — made before the year closes.
Notice response and representation before the IRS and state tax agencies.
Unfiled returns, payment plans and penalty relief — handled in the order that costs you least.
Tax software can’t take a call from the IRS. A seasonal preparer often won’t see you again until next March. We prepare, plan and represent year-round — and the person who signs your return is the person who answers your questions.
Every return is prepared, second-reviewed and signed by a credentialed professional who knows your file.
We document every deduction as we claim it and keep your support for as long as the IRS could ask.
You know the price before we start. No hourly meter when you call with a question.
Taxes aren’t an April event. We work to the real calendar, so every deadline is met before you have to think about it.
Contractor forms filed by Jan 31. Final estimate paid by Jan 15.
Business and personal returns filed — or extended with a real payment.
Safe-harbor payments recalculated as your income changes.
Extended individual returns wrapped up well before Oct 15.
Retirement, equipment and timing decisions made while they still count.
Illustrative examples of common problems and how we approach them. Every situation is different; your preparer will walk through yours on a free review.
Profits had doubled, but the owner was taking distributions with no payroll. We document a reasonable salary, set up owner payroll and quarterly estimates, and coordinate the 1120-S with the personal return so the K-1 lines up.
A locum physician’s 1099s were reported on the business schedule, and the IRS matched them as missing. We trace each form to the return, write the response with support attached, and track it until the notice is closed.
The short answers. Your free review covers the specifics of your situation.
Didn’t find your answer?
Business owners, high-income 1099 contractors and licensed professionals — physicians, attorneys, consultants, agency owners — whose taxes have outgrown software but who don’t want to chase a seasonal preparer every spring.
A CPA or enrolled agent on your team prepares your return, a second preparer reviews it, and your preparer signs it as the paid preparer. You’ll walk through it together before anything is filed.
Send it to us. We read it, note the response deadline, pull the records behind the numbers in question, and tell you what it means and what we recommend. With your authorization, we respond and represent you.
Usually, yes. We start by pulling your IRS transcripts to see exactly what has and hasn’t been filed, then catch up the missing years in the order that limits penalties and interest. It’s better to start now than wait.
Yes, for clients who need it. Clean books make for accurate returns and easy estimates, so business owners often add monthly bookkeeping to their tax work. It’s optional.
Flat fees based on which returns you need and how complex they are. You’ll get a fixed quote after your free review, before you commit to anything.
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