Compliance
For businesses with clean, tax-ready year-end books maintained by a bookkeeper. Includes business tax return preparation and e-filing (federal + one state, where applicable), plus secure delivery of your final tax package. If your records aren’t sufficient to file accurately, you’ll need Collaboration or a separately scoped cleanup project before we proceed.
Business return filing (federal + one state)
Preparation of one business income tax return for a single entity based on the year-end financials and supporting documents you provide. Return type depends on how your business is taxed (e.g., Form 1120-S, 1065, or 1120) and the engagement you select. You receive a draft return for review and questions, then we e-file after required authorizations are signed (Form 8879 series and state equivalents as applicable) and confirm acceptance when available.
Final PDF tax package + owner tax documents (K-1s when applicable)
We deliver a final PDF tax package through your secure portal, including the filed return and key supporting schedules. For pass-through entities (S Corps/Partnerships), we also prepare and deliver owner/partner K-1s as applicable.
Secure workflow (client portal + e-signature + document checklist)
Year-round access to a secure portal where you can upload documents, retrieve deliverables, and sign required tax forms electronically. Includes a guided document checklist to reduce back-and-forth and keep the filing process organized.
Routine IRS and state notice support (returns we prepared)
If you receive a routine notice related to a return we prepared, we’ll review it, explain what it means, and help draft/submit an appropriate response. Audits/exams, appeals, and extended representation are handled under a separate representation scope if needed.
Email support during filing (typical response 2–3 business days)
Email support during active return preparation for questions and clarifications needed to complete and finalize the filing. Year-round planning/advisory is not included in this tier.
Collaboration
Everything in Compliance plus year end close for tax filing, a Q4 Tax Readiness Scan, year-round email & phone support for routine questions, and a recorded walkthrough of your finished return.
Includes everything in Compliance, plus :
Year-end close for Tax Filing
We review your year-end Profit & Loss and Balance Sheet (and trial balance/GL detail if needed), ask follow-up questions, and handle the normal year-end cleanup and tax adjustments required to prepare an accurate return. This includes routine reclasses, common fixes, and tax-side adjusting entries. Deep cleanup, catch-up, or rebuild work is outside scope and quoted separately if needed.
Q4 Tax Readiness Scan
A lightweight, Nov/Dec scan to identify obvious bookkeeping and tax-prep issues before 12/31, while information is still fresh and correctable. We review your year-to-date activity at a high level and respond with a short list of items to address and documentation to gather so the return can be prepared efficiently. This service focuses on tax readiness, not tax planning.
Year-round email & phone support for quick tax questions
Ongoing email and phone support for brief, routine tax questions tied to your business activity during the year (typical response within 2 business days). Detailed calculations, multi-scenario projections, research-heavy questions, and major planning projects are outside scope unless separately quoted.
Recorded walkthrough of your finished return
A short recorded overview of your finalized return, highlighting key results and notable year-over-year changes (based on the information provided). Delivered securely through the client portal. This is an educational overview and not a substitute for a separate tax planning engagement.
Concierge
Everything in Collaboration plus proactive planning, a Year-End Projection + Q4 Game Plan, dedicated advisory time, priority access, coordination with your other advisors, and up to 10 hours of IRS/state audit representation if a return we prepared and filed is examined.
Includes everything in Collaboration, plus :
Year-End Projection + Q4 Game Plan
Late November or early December, we’ll review your year-to-date results, clean up the key items needed for a reliable tax picture, and prepare a projection through 12/31/2025 so we know where you’re headed before filing season. This includes estimates/extension timing and PTET considerations when applicable.
Dedicated advisory time
Each year, this package includes dedicated advisory time (typically up to three hours) that you can use for one focused project from our advisory menu or for one or two shorter planning sessions on topics you choose. We handle the analysis, walk through options and next steps with you, and schedule this work in a dedicated window after April 30 so filing season can stay focused on getting your return filed. If a project is larger than what fits in the included advisory time, we’ll outline options and a separate quote before we go deeper.
Annual tax planning meeting + action plan
A planning-focused meeting to review the current year and upcoming year, identify the biggest opportunities, and agree on next steps. You receive a written action plan summarizing decisions, deadlines, and follow-ups.
Priority phone + email access for quick questions
Priority phone + email access for quick questions (typical response within 1 business day, excluding weekends/holidays). We can hop on a short call when it’s easier to talk through live.
Coordination with your other advisors
Coordination with your bookkeeper, payroll provider, financial advisor, or other advisors as needed to align on tax-sensitive items and implement straightforward changes. Ongoing standing meetings, frequent check-ins, or acting as project manager across all advisors is outside scope unless separately quoted.
Audit/exam representation
Representation support for IRS and state examinations related to returns we prepared and filed, up to 10 hours per year. Includes communicating with the agency, helping gather requested documentation, preparing responses, and attending remote conferences/calls when appropriate.