– Business Taxes
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Tax support tailored to your needs
Tax season doesn’t have to be stressful when you work with our team. Our filing process offers a seamless digital experience—from gathering your tax documents to filing your return electronically.
- Personalized—Because every client is different, we examine appropriate deductions and consider your unique situation to help minimize your tax burden.
- Convenient— From initial collection of tax documents to filing, we provide a seamless digital experience.
- Year-round support—We are available throughout the year to help you make smart tax decisions and put a sound, strategic tax plan in place.
- Tax preparation of all federal and state forms including electronic filing
- Annual tax projection
- Secure electronic access to client records
- General tax planning, alerts, & advisories
- 72 hours or less email support response time
- Phone consultation - up to 30 min per year included
Optional audit assistance (additional fee)
Includes Essentials plus:
- Estimate tax payment reminders
- Mid-year tax planning meeting
- Calculation of owner's "reasonable compensation"
- Discounts on owners' personal returns
- 48 hours or less email support response time
- Phone consultation - up to 2 hours per year included
Includes Standard plus:
- Calculate quarterly taxable income and prepare estimated tax payments
- Annual tax strategy meeting
- Retirement & succession planning
- Audit assistance - respond to notices from the IRS or state taxing agency current tax year
- 24 hours or less email support response time