01 · PrepareAnnual, plus extensions
Your 1040 and state returns, prepared from your documents, second-reviewed, and signed by a CPA or enrolled agent — with a walkthrough call before you sign.
- W-2, 1099, K-1 and brokerage income together
- Schedule C for self-employment, Schedule E for rentals
- Resident, part-year and nonresident state returns
- Extensions filed with a realistic payment, not a guess
- Amended returns when something was missed
02 · PrepareAnnual, plus extensions
Returns for your S corporation, partnership or LLC, coordinated with your personal return so the K-1s, salary and distributions all line up.
- S corporation returns (1120-S) and K-1s
- Partnership and multi-member LLC returns (1065)
- State business filings where you operate
- Depreciation schedules kept current year to year
- Business and personal returns by the same team
Starting at$1,800per entity return
03 · PlanQuarterly
A projection of this year’s tax, updated through the year. We set your estimated payments, flag decisions while there’s still time to make them, and meet with you before year-end.
- Safe-harbor estimated payments for each deadline
- A set-aside rule for every deposit, so April isn’t a surprise
- Retirement plan choice and contribution timing
- Equipment, vehicle and home-office decisions modeled first
- A year-end planning session every fall
Starting at$2,400per year
04 · RepresentWhen a letter arrives
IRS and state letters are read by a person the day they arrive. We explain what the notice means, gather the support behind the numbers, and — with your authorization — respond and represent you.
- Notice triage with deadline and plain-English summary
- Written responses to CP2000 and other correspondence
- Representation in office and field examinations
- State tax agency notices and audits
- Transcript monitoring, so we often see issues first
Starting at$450per notice
05 · ResolveOne-time project
Behind on returns or owe a balance you can’t pay at once? We pull your IRS transcripts, file the missing years, and work out the resolution you qualify for. No lecture.
- Transcript review to see exactly what’s on file
- Unfiled returns prepared and filed
- Installment agreements set up if you need time to pay
- Penalty abatement requests where you qualify
- A plan so it doesn’t happen again
Starting at$2,500per project
06 · StructureSetup, then ongoing
Whether an LLC, an S corp election, or a second entity actually saves you money is a math problem, not a trend. We run the numbers, handle the filings, and set up the owner payroll an S corp requires.
- Side-by-side entity comparison using your real numbers
- S corp election (Form 2553) filed on time
- Reasonable-salary analysis you can defend, documented
- Owner payroll and quarterly payroll filings
- Accountable plan for reimbursing business expenses
Starting at$1,500one-time
07 · ComplyOngoing, peaks in January
If you pay freelancers, you owe them — and the IRS — accurate forms by January 31. We collect W-9s up front, track payments through the year, and file on time so January is quiet.
- W-9 collection before the first payment
- Payment tracking against the current reporting threshold
- 1099-NEC and 1099-MISC prepared, e-filed and delivered
- Worker-classification review when a role changes
- State filing requirements tracked where they apply
08 · RecordMonthly · optional add-on
Clean books make accurate returns and reliable estimates. For business owners who want it, we reconcile and close the books monthly, set up for exactly what the return will need.
- Bank and card reconciliations every month
- Chart of accounts mapped to your tax return
- Receipts and mileage logs that meet substantiation rules
- Catch-up books rebuilt from statements
- Monthly profit and loss you can actually read