Basic
Business tax return preparation plus a light year end accounting check so your trial balance and key reports line up with what we file.
Business tax return preparation
Preparation of one business income tax return (Form 1120-S, 1065, or 1120) for a single entity based on the year end books we help you finalize. Individual owner returns are scoped and priced separately.
Year-end cleanup and adjusting journal entries
We handle normal year end clean up and tax adjustments so your file reaches a tax ready trial balance. If the books need a deep clean or a full rebuild, that work is scoped and priced as a separate project.
Trial balance review and tie-outs
We review your trial balance, tie it out to the tax return and key schedules, and make sure the numbers line up in a way that is easy to explain if questions ever come up.
Secure portal for document exchange
Year round access to a secure online portal where you can upload your accounting documents and reports and download copies of your financial statements whenever you need them.
Email tax newsletter
Periodic email updates that highlight important tax changes and point you to educational articles so you can stay informed without having to research everything on your own.
Balanced
Everything in Basic plus year end financial statements, email support for short questions, help with notices, and a review call to walk through your numbers.
Includes everything in Basic, plus :
Year-end profit & loss and balance sheet package
You receive a simple year end profit and loss and balance sheet that match the return we file.
Year round email access for quick business questions
Year round access by email for short, general questions about your business numbers or tax rules that can be answered without a deep dive analysis. We aim to respond within two to three business days outside of peak deadlines.
Business IRS and state notice assistance
Support with IRS or state notices related to business returns we prepared. We review the notice, explain what it means in plain English, and help you draft or submit an appropriate response.
Owner retirement contribution planning
Each year we review your business results and talk through retirement plan options such as SEP IRA, SIMPLE IRA, or a solo 401(k). We calculate your potential contribution ranges, explain the tradeoffs in detail, and show how those contributions would impact your tax bill so you can decide how much to save before year end instead of guessing at filing time.
Advisor
Everything in Balanced plus quarterly accounting support with close and reconciliations, quarterly reports with notes for the owner, and advisory time set aside each year.
Includes everything in Balanced, plus :
Advisory time included each year
Each year, this package includes dedicated advisory time 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.
Quarterly close and reconciliations
Each quarter we help you complete a simple quarter end close so your bank, credit card, and loan accounts are reconciled and the balances in your accounting software match reality. We identify and correct issues we find so your numbers are ready for tax planning and decisions throughout the year, not just a big clean up at year end.
Quarterly management financials and trends
You receive a clean quarterly profit and loss and balance sheet with simple trend notes so you can see how revenue, profit, and cash are moving over time.
Quarterly bookkeeping summary with owner to-dos
After we finish each quarterly review, we send a short note that highlights anything unusual we saw in the numbers and a few simple follow-up items for your team so the books stay clean and current.
Quarterly KPI dashboard
Each quarter you receive a one page dashboard built from a cleaned up version of your books, focused on the handful of metrics that actually matter for your business. We design the dashboard together so it reflects your goals and industry, then deliver it on a recurring quarterly basis so you can track progress and make decisions with confidence.
Coordination with your other advisors
When it makes sense, we coordinate directly with your bookkeeper, payroll provider, or financial advisor so your tax, accounting, and planning decisions stay aligned instead of working in separate silos.