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Everything you'd expect, and the strategy most firms skip.
What's included
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Individual & business tax return preparation
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Year-round tax planning & projections
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S-Corp election analysis & implementation
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Reasonable compensation studies
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Estimated tax planning & quarterly payments
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Multi-state taxation
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IRS notices & correspondence
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Entity structure & tax strategy review
What you walk away with
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A documented tax strategy, not just a return
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Fewer surprises at filing time
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Quantified S-Corp, retirement and entity-level savings
It depends on your net income, payroll capacity and state. We run the numbers — including reasonable compensation, payroll cost and state-level effects — before recommending the election.
Yes. We work with clients across the U.S. and routinely handle nexus, apportionment and multi-state filings.
Yes. Both partners are credentialed to represent you (CPA and Enrolled Agent), and we manage IRS correspondence end-to-end.
Before December 31. Most meaningful tax strategy requires action during the year — not at filing time. We meet with planning clients quarterly.
OUR SERVICES
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Accurate monthly books, clean financial statements and a reliable close process — so you always know where your business stands.
Business Tax Planning & Preparation
Proactive tax strategy combined with accurate preparation for individuals and businesses across the United States.
Business Formation & Compliance
Entity setup, registrations and ongoing compliance, so your business is structured correctly from day one and stays in good standing year after year.