Tax Preparation

Your tax returns will be prepared accurately and we review them with you and answer any questions you have.  We want you to understand what you are signing.

Prior Year & Next Year Comparison Summaries

We think the best way to understand changes to your taxes is to compare them to the prior year and to see what's coming next year under the laws as we know them. (excludes nonprofit filers)

State Sales & Excise Returns

In most states, businesses pay excise or sales taxes either Annually, Quarterly, or Monthly depending on industry and income.  We will prepare the returns for your business.

Pre-Season Newsletter

Every year just before the start of tax season, we keep you informed by sending you our annual newsletter highlighting the major changes we feel affect our clients most.

Deadline Reminders

Stop worrying about forgetting deadlines.  You will get automatic reminders from us for important tax due dates and estimated payment deadlines. 

Special Alerts

We'll send you special announcements when we find out about sales tax rate changes or income tax changes for businesses to keep you in the know.

Client Resource Vault

You will get access to our Client Resource Vault that contains deduction checklists, useful web links, and how-to-videos for things like making IRS payments.

Secure Online Portal

With the portal you can send/receive documents securely, store tax years, and e-sign tax forms.  You can download the app to scan documents to pdf or message with us all on your phone!

Getting Started Session

We will schedule a session to discuss your business and to educate you on some best practices for business owners.  This session will help you get started on the right track.

Mid-Year Check-Up and Strategy Session

You can schedule a session to meet between June and September to discuss any changes in your tax situation and look at basic tax strategies that may help you before year-end.

3 Email Consultations Included

Use your email consultations for pressing tax questions such as "Is X taxable?", "Do I qualify for X deduction?", "Should I pay off X?", "Should I buy X?", "Should I take a distribution of X?", etc. 

Registered Agent/Licensing Services

We can monitor and renew your state business license and your Annual Report (LLC's and Corporations) so you don't have to worry about it.

Basic Returns Filed for All Dependents

We'll file basic returns for all of your dependents.  Our basic dependent returns are for W-2 wages, interest income, social security income, and pension income only. 

One Amendment Included

If you make a mistake or receive a document after you've filed, you won't have to worry.  This package includes one amendment on a current or prior year return up until December 31st.

Response to One IRS Notice

The IRS sends out millions of notices each year.  If you receive one, don't worry.  We will read and craft a written response to the first notice you receive during the calendar year.

Standard Work Guarantee

If we make an error on your return, we will take corrective action free of charge and will pay any related interest and penalties up to the point of discovery and correction.