Business Tax Preparation and Planning

We offer tax services for businesses structured as LLCs, partnerships (Form 1065), C corporations (Form 1120), and S corporations (Form 1120S). Our services also extend to not-for-profit organizations, ensuring compliance with annual filings such as Form 990, 990-EZ, or 990-PF. Additionally, we support executors and trustees in filing estate and trust tax returns (Forms 1041 and 706).


Service Packages

Basic

  • Preparation and filing of federal and state tax returns
  • 20-minute tax return review meeting
  • Digital document storage

Essential

  • Preparation and filing of federal and state tax returns
  • 20-minute tax return review meeting
  • Digital document storage
  • Assessment of IRS Tax Notices
  • Year-Round Access for Quick Questions
  • Annual Tax Planning and Strategy Meeting

Premium

  • Preparation and filing of federal and state tax returns
  • 20-minute tax return review meeting
  • Digital document storage
  • Assessment of IRS Tax Notices
  • Year-Round Access for Quick Questions
  • Quarterly Estimated Tax Calculations
  • Semi-Annual Tax Planning and Strategy Meeting