Tax preparation & planning
Business and personal returns prepared by a CPA, reviewed by a partner and filed electronically — with a planning session six months before the deadline.
What’s included
More than a filed return
- Federal return (1040, 1065, 1120-S or 1120)
- One state return included
- Mid-year projection & planning call
- Quarterly estimate vouchers
- Second-preparer and partner review
- Audit-ready workpapers kept 7 years
- E-file with IRS acknowledgement
- Free response to IRS math-error notices
Typical fees
Fixed, by return type
| Return | Who it’s for | From |
|---|---|---|
| 1040 with Schedule C | Sole proprietors, freelancers | $450 |
| 1065 partnership | Multi-member LLCs | $1,150 |
| 1120-S S-corporation | Owner-operators | $1,250 |
| 1120 C-corporation | Venture-backed, larger firms | $1,800 |
Questions
Tax prep FAQ
What does “fixed monthly fee” really include?
Everything listed in your plan, including unlimited email questions. If your needs grow we agree a new fee in advance — you will never receive a surprise invoice.
Can you catch up years of unfiled returns?
Yes. We reconstruct books from bank statements, file prior-year returns and negotiate penalty abatement where it applies.
Which software do you use?
QuickBooks Online and Xero for bookkeeping, Gusto or ADP for payroll and Drake and UltraTax for returns. We can work inside your existing setup.
Free 30-minute consultHand us the shoebox.
Hand us the shoebox.
Get back a clean set of books.
Tell us about your business and we’ll send a fixed monthly quote within one working day — no hourly surprises, ever.