Designed for Partnerships, Corporations, Foundations or S-Corporations

Tax Assessment

We gather your previous year's tax documents and review them for accuracy, then we provide you with an explanation of our findings.

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Exclusive Client Newsletter

Receive Tax updates, News, and helpful tax worksheets and guides through our exclusive client newsletter.

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Entity Tax Preparation

Preparation and e-filing of Federal forms, State forms, and Distribution of K1's.

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Personal Tax Return Preparation

Preparation and e-filing of the personal tax returns for the shareholders/members of the business for the current year. (2 max)

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Tax Extensions

Preparation and filing of tax extensions for personal and business taxes if needed.

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Quarterly Estimated Tax Payments

We will calculate your estimated quarterly taxes for the IRS and State every quarter. If needed, we can also schedule your payments. *Only available if you select the automatic estimated tax payment withdrawal option during your tax preparation with us.

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1099 Form filing

Form 1099-NEC online delivery for up to 5 recipients.

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Business Entity Establishment

We will help you set up the entities at no additional charge during the year of the engagement.

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Business Entity Compliance Filings

We will maintain corporate minutes and state filings for you at no additional charge during the year of the engagement.

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Payroll Services

Setup and run payroll for up to 5 employees, distribute W-2’s digitally.

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Bookkeeping

Monthly Bookkeeping Services. Includes meeting virtually twice a year to go over your income and expenses. Factored in price is for up to 3 business bank accounts and up to 100 transactions per month. *Book cleanup is extra.

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*Please schedule a 3-hr consultation with us upon your payment.