Business Tax & Advisory Services

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:

• Personal Return Prep

• up to one 1120, 1120S, 1065, 1041, or Schedule C

• up to one state return (CA, NY, OR, HI, MA, additional fee)

• ​Extension Request

• Monthly Open Forum Zoom

• up to one quick question/ email

Starting at $2500

Includes:

• Personal Return Prep

• up to two 1120, 1120S, 1065, 1041, or Schedule C

• up to two state returns (CA, NY, OR, HI, MA, additional fee)

• ​Extension Request

• Review of Tax Return

• Mid-Year Tax Consult

• End-Of-Year Tax Consult

• Accountable Plan 

• Monthly Open Forum Zoom

• Monthly Mastermind

• Qtrly Accountability Group

• Qtrly Consults

• Reasonable Compensation Analysis

• 10-Year Projection 

• up to two quick questions/ email

Starting at $3500

Includes:

• Personal Return Prep

• Additional 1040 

• Dependent Baisc 1040

• up to four 1120, 1120S, 1065, 1041, or Schedule C

• up to four state returns (CA, NY, OR, HI, MA, additional fee)

• ​Extension Request

• Review of Tax Return

• Mid-Year Tax Consult

• End-Of-Year Tax Consult

• Accountable Plan 

• Monthly Consults

• Monthly Open Forum Zoom

• Monthly Mastermind

• Qtrly Accountability Group

• Qtrly Consults

• Reasonable Compensation Analysis

• 10-Year Projection 

• up to three quick questions/ email

• Priority Response & Service

Starting at $17900

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.

• Business Formation Assistance

  • Trade Name/ DBA​

  • EIN Request

  • Dissolve Business

  • Annual Registration

  • Annual Registered Agent

• Accountable Plan

• Reasonable Compensation Analysis

• Entity Analysis, 10-Year Forecast

• 1099/1096, W2/W3 Filing

• Tax Compliance Advisory

• Payroll Setup Assistance

• Monthly Mastermind

• Monthly Open Forum Zoom

• K-1 Assistance

• Vouchers

• 48-Hour Rush Available

• 1-Day Intensive for new business owners