Business Tax & Advisory Services
We provide comprehensive business tax preparation services designed to keep your company compliant and positioned for financial success. Whether you operate as an LLC, S-Corporation, C-Corporation, or Partnership, we prepare and file your federal and state returns with accuracy and attention to detail. To ensure the highest quality of service, all business clients must maintain IRS-compliant bookkeeping and proper recordkeeping. When your financials are organized and up to date, we can identify opportunities, minimize risk, and help you make informed decisions throughout the year. Our goal is to deliver reliable, stress-free tax support so you can focus on running and growing your business.
If your business needs more time to file its return, our Business Tax Extension service is here to help. An extension grants additional time to prepare and submit your return—it does not extend the time to pay any tax owed.
Our 1099 Preparation Service ensures your business stays compliant by preparing and filing required 1099 forms for your vendors before the IRS deadline. We handle the gathering and verification of vendor information, preparation of accurate forms, and timely electronic filing so you can avoid penalties and last-minute stress. This service helps you meet federal reporting requirements with confidence, clarity, and on-time submission every year.
Our Business Tax Consultation service provides tailored guidance to help you make informed financial decisions and stay compliant year-round. Whether you’re navigating entity selection, planning for upcoming tax obligations, reviewing deductions, or preparing for growth, we offer clear, strategic advice rooted in current tax law. These sessions allow you to ask questions, understand your options, and develop a proactive tax strategy that supports both your business goals and long-term financial health.
Includes:
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up to one 1120, 1120S, 1065, 1041, or Schedule C
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24/7 access to a secure client portal with a mobile app for clients to upload all support docs, review work, and communications.
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Digital copy of all completed work with Loom review/preparer’s notes
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Protection Plus + Audit Protection Insurance
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9325 confirmation of filing provided for your records
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Client must provide organizer and IRS-compliant bookkeeping, P&L and Balance Sheet
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All additional work will be billed at a rate of $250/hr when necessary
Starting at $1250
Includes:
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Personal Tax Return (Simple, Basic, or Essential)
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up to one 1120, 1120S, 1065, 1041, or Schedule C
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Up to one state*
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Extensions, upon request
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Monthly Open Forum Access
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Up to one quick question, email, call per year.
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24/7 access to a secure client portal with a mobile app for clients to upload all support docs, review work, and communications.
-
Digital copy of all completed work with Loom review/preparer’s notes
-
Protection Plus + Audit Protection Insurance
-
9325 confirmation of filing provided for your records
-
Client must provide organizer and IRS-compliant bookkeeping, P&L and Balance Sheet
-
All additional work will be billed at a rate of $250/hr when necessary
Starting at $2500
Includes:
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Personal Tax Return (Simple, Basic, or Essential)
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up to two 1120, 1120S, 1065, 1041, or Schedule C
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Up to two states*
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Extensions, upon request
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In-Depth Review of Return
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Mid-Year Consultation
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End-of-Year Consultation
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Up to two additional quarterly consults
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Accountable plan with annual updates
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Reasonable Compensation Analysis with annual updates
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Entity 10-Year Projection
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Monthly Open Forum Access
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Qtrly Accountability Group
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Monthly Mastermind
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Up to two quick question, email, call per year.
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24/7 access to a secure client portal with a mobile app for clients to upload all support docs, review work, and communications.
-
Digital copy of all completed work with Loom review/preparer’s notes
-
Protection Plus + Audit Protection Insurance
-
9325 confirmation of filing provided for your records
-
Client must provide organizer and IRS-compliant bookkeeping, P&L and Balance Sheet
-
All additional work will be billed at a rate of $250/hr when necessary
Starting at $3500
Includes:
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Priority Service & Response
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up to two Personal Tax Return (Simple, Basic, or Essential)
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up to one dependent/ simple personal Tax Return
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up to four 1120, 1120S, 1065, 1041, or Schedule C
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Up to four states*
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Extensions, upon request
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In-Depth Review of Return
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Mid-Year Consultation
-
End-of-Year Consultation
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Monthly Consults, upon request
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Up to two additional quarterly consults
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Accountable plan with annual updates
-
Reasonable Compensation Analysis with annual updates
-
Entity 10-Year Projection
-
Monthly Open Forum Access
-
Qtrly Accountability Group
-
Monthly Mastermind
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Up to three quick question, email, call per year.
-
24/7 access to a secure client portal with a mobile app for clients to upload all support docs, review work, and communications.
-
Digital copy of all completed work with Loom review/preparer’s notes
-
Protection Plus + Audit Protection Insurance
-
9325 confirmation of filing provided for your records
-
Client must provide organizer and IRS-compliant bookkeeping, P&L and Balance Sheet
-
All additional work will be billed at a rate of $250/hr when necessary
Starting at $18000
If your business discovers missing information, receives corrected documents, or identifies errors after filing, a revised or amended return may be necessary. Our service ensures your federal and state business tax filings are updated accurately and submitted properly, whether the changes involve income, expenses, credits, ownership details, or bookkeeping adjustments. We guide you through the process, explain how the corrections may affect your tax liability, and help keep your business compliant with IRS and state requirements.
Our Compliance Bookkeeping service ensures your financial records meet IRS standards and support accurate, stress-free tax filing. We maintain organized, up-to-date books that clearly reflect your business activity, helping you avoid costly errors, penalties, or missing deductions. With compliant bookkeeping in place, you gain reliable financial insight, smoother tax preparation, and a solid foundation for making informed business decisions year-round.
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Business Formation Assistance
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Trade Name/ DBA
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EIN Request
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Dissolve Business
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Annual Registration
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Annual Registered Agent
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Accountable Plan
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Reasonable Compensation Analysis
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Entity Analysis, 10-Year Forecast
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1099/1096, W2/W3 Filing
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Tax Compliance Advisory
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Payroll Setup Assistance
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Monthly Mastermind
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Monthly Open Forum Zoom
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K-1 Assistance
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Vouchers
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48-Hour Rush Available
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1-Day Intensive for new business owners
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