Reliable Tax Preparation
Service Backed by Experienced Professionals

Every W-2 for every employee and the owner - regardless of headcount - all prepared, reconciled to payroll records, and W-3 transmittal included, at no per-employee or per-form charge.

Every 1099 your business must issue to every contractor paid $600 or more - prepared, reviewed for completeness, and e-filed with the IRS, no contractor count cap.

If your business operates in, employs in, or has nexus in multiple states - we file every required state business return: income tax, franchise tax, gross receipts tax - every state, no per-state charge.

Every K-1 your entity generates for every partner, member, or shareholder - all boxes completed, footnotes attached, and all K-1 packages delivered as part of your return, no shareholder count cap.

Multiple lines of business, rental income flowing through the entity, farm income - every schedule your return requires is prepared in full, with no cap on the number of schedules or business lines.

If your business has related-party transactions - loans, management fees, shared rent, or intercompany transfers - all required disclosure schedules are prepared and attached to your return correctly.

Complete S-Corp annual return: all income and deductions, officer compensation, AAA tracking, shareholder stock and debt basis schedules - prepared, CPA/EA reviewed, and e-filed.

Complete partnership return: income, deductions, guaranteed payments, partner capital account reconciliation, and Section 754 election processing - all prepared correctly.

Complete C-Corp return: income and deductions, dividends-received deduction, accumulated earnings analysis, and Section 382 limitation tracking - prepared, reviewed, and e-filed.

If your business is unincorporated, income and expenses are reported on Schedule C as part of your personal return - fully prepared with all applicable deductions identified and applied.

Automatic 6-month extension filed by March 15 for S-Corps and partnerships, or April 15 for C-Corps - protecting your business from late-filing penalties while you finalize your books.

Every K-1 for every partner or shareholder - all required boxes completed, supplemental footnotes prepared where needed, and all packages delivered as part of your return process.

Detailed reconciliation of your financial statement income to taxable income - required for larger entities and best practice for all, ensuring your return correctly reflects your books.

All business asset depreciation calculated and reported - with full Section 179 expensing and bonus depreciation applied to maximize your current-year deduction given the phase-out schedule.

For inventory-based businesses: a complete COGS schedule covering opening inventory, purchases, direct labor, overhead, and closing inventory - gross profit calculated accurately.

Every 1099 for every contractor paid $600 or more - all prepared, independently reviewed, and e-filed with the IRS on time, with no contractor count limit and no per-form charge.

Your payroll W-2s are reconciled to your business return - catching discrepancies between Social Security reporting, payroll taxes paid, and the return before the IRS identifies them first.

Mandatory annual filing under the Corporate Transparency Act for qualifying entities - all beneficial owners identified, documented, and reported to FinCEN as part of your compliance package.

Texas margin tax, Ohio CAT, Washington B&O, Nevada commerce tax - every state-specific business tax you are subject to, in every applicable state, prepared and filed on time.

If you are electing S-Corp status, we prepare Form 2553 and file it with the IRS on the correct timeline - ensuring your election is timely, properly executed, and confirmed.

If a prior business return needs correction - missed deduction, misclassified income, ownership change - we prepare the amended return: Form 1120-X, superseding 1120-S, or corrected Form 1065.

Your business is assigned a specific named preparer who handles your return from start to finish every year - not a shared pool, not whoever is available. They learn your entity, industry, and deductions.

Every business return is independently reviewed by a senior CPA or Enrolled Agent before filing - checking accuracy, consistency with prior years, and completeness. No return leaves without this sign-off.

Your preparer stays on your account year after year - accumulating deep knowledge of your entity structure, industry, and recurring transactions so you never re-explain your business to a new person.

Your preparer's IRS Preparer Tax Identification Number is disclosed on every return filed - independently verifiable at IRS.gov at any time, full transparency, no exceptions.

You reach your preparer directly - by phone, email, or video - with no call center screening and no support ticket required. When you contact your preparer, your preparer responds.

If your preparer changes, we prepare a complete written brief for the incoming preparer - your entity structure, recurring deductions, open items, and preferences. No knowledge is lost.

Call your preparer at any time of year - during filing season, mid-year, before a major transaction, or after receiving a notice. No hold queue, no call center, direct access always.

Video calls to walk through your financial statements, review your return in progress, discuss a notice, or think through a business decision with tax implications - unlimited, no extra charge.

Email your preparer at any time with questions, documents, or concerns - response guaranteed within 24 business hours, 365 days a year, not just during the filing window.

A customized checklist sent every January listing exactly what we need from your business - tailored to your entity type, industry, and prior year return, not a generic form.

We notify you at every stage: Preparation In Progress → Under CPA/EA Review → Ready for Officer Signature → E-Filed → IRS/State Accepted. You always know exactly where your return stands.

After your business return is filed, your access to your preparer is unchanged - questions about K-1s, a balance due notice, payroll reconciliation, or next year's estimates, all at no extra charge.

A structured year-start call to review your prior year return, discuss what changed in your business, identify new deductions or compliance requirements, and set the agenda for this year's filing.

If you prefer direct messaging, we set up a channel with your preparer on your platform of choice - available year-round for real-time questions, document drops, and same-day responses.

Your business return passes through our AI-assisted review layer before reaching a human CPA/EA - checking entries against entity-type benchmarks, flagging unusual items, and surfacing planning opportunities.

A dedicated encrypted business portal available 24/7 from any device - upload financials, payroll reports, and prior returns; download completed returns and K-1 packages; exchange documents with your preparer.

We provide and manage the complete tax software stack for your business return - you never purchase, install, or maintain any tax preparation software. Everything required is handled by us.

Financial statements, payroll summaries, and prior year returns uploaded to your portal are automatically read and extracted - reducing manual transcription errors and speeding up preparation.

A complete organized PDF package after filing - your federal business return, all state returns, all K-1 schedules, and supporting forms - labeled and ready to share with your bank, investors, or counsel.

Official IRS and state acknowledgments confirming receipt and acceptance of your business returns - automatically archived in your portal as permanent, timestamped proof of timely filing.

An annual one-page summary of your business's key tax figures - gross revenue, taxable income, deductions, credits, tax paid, and effective rate - for year-over-year comparison.

A professionally signed letter confirming your business's revenue, income, filing status, and compliance history - used for bank loans, SBA financing, investor due diligence, and landlord verification.

A preserved file of every document provided, every document used, and every material decision made in preparing your return - retained as a permanent record in case of any future review.

If you end your engagement, we permanently delete all your business documents from our systems on request - with written confirmation of deletion for your compliance records.

A scheduled 30-minute call each quarter: review estimated tax position, discuss income vs prior quarter, adjust for unexpected items, and identify actions before the next deadline closes.

A structured mid-year projection of your full-year business tax liability - identifying deduction opportunities and assessing whether quarterly estimates need adjustment while there is still time to act.

A December session for your business: timing equipment purchases for Section 179 or bonus depreciation, deferring revenue where possible, accelerating expenses, and maximizing retirement plan contributions.

An IRS-defensible analysis of the appropriate W-2 salary for S-Corp owner-operators - based on industry compensation surveys, duties performed, time devoted, and comparable market rates. Documented and on file.

We calculate the precise split between W-2 salary (subject to payroll taxes) and S-Corp distributions (not subject) that minimizes your combined self-employment and income tax burden - modeled with exact dollar savings.

Every year we model your current structure against the alternatives and present the actual tax numbers - comparing sole proprietorship, LLC, S-Corp, and C-Corp at your current revenue and compensation level.

Maximizing the 20% pass-through deduction - analyzing the W-2 wage limitation, UBIA of qualified property, SSTB classification, and strategies to preserve or expand eligibility for your specific business.

We identify qualifying research activities and expenditures in your business - particularly valuable for software, product development, and engineering companies - and ensure the credit is fully captured on your return.

Annual tracking of each shareholder's stock and debt basis - required to determine whether losses passed through are currently deductible or must be suspended until basis is restored.

For recent C-to-S-Corp conversions, we track the 5-year built-in gains recognition period and model strategies to minimize or defer the BIG tax - which can represent significant liability if unmanaged.

Year-over-year tracking of suspended passive losses - identifying when activities shift from passive to non-passive, and planning dispositions to unlock accumulated suspended losses.

For multi-state businesses, we calculate the correct apportionment of income to each state - single-sales-factor, three-factor, or market-based sourcing - so you pay each state only what is actually owed.

For straightforward business notices - math error adjustments, simple informational requests, or basic underreporter discrepancies - we draft the response, organize supporting documents, and prepare the complete package.

All W-2s you receive personally from any employer, plus all W-2s your business issues to every employee and the owner - both directions, unlimited, no per-form charge on either side.

Every 1099 you receive personally - investment income, freelance, retirement distributions - plus every 1099-NEC your business issues to contractors. Both sides fully handled, no form count limit.

Every state you must file personally - resident, part-year, nonresident - plus every state your business has nexus in. Both sides filed correctly, no per-state charge on either return.

K-1s you receive from personal investments in partnerships, S-Corps, trusts, and estates - AND K-1s your business entity issues to its own partners or shareholders. Both directions, unlimited.

Your complete annual personal federal return - prepared by your dedicated preparer, reviewed by a senior CPA/EA, e-filed with the IRS, and coordinated directly with your business return.

Every federal personal schedule and supporting form required - itemized deductions, investment sales, self-employment, rental income, farm income, and all other personal filing components - all included.

Every state personal return you must file - resident, part-year, and nonresident - filed correctly under each state's rules, with no per-state charge.

Your complete business federal return - whichever entity type applies - prepared by the same preparer handling your personal return, reviewed by a senior CPA/EA, and e-filed.

Every state where your business has nexus - income tax, franchise tax, gross receipts tax - all business state returns filed with no per-state charge, coordinated with your personal filings.

All K-1 schedules issued by your business entity to every partner or shareholder - all boxes completed, footnotes attached, and the K-1 amounts flowing to your personal return verified for consistency.

Both extensions filed on time - Form 4868 for your personal return by April 15, and Form 7004 for your business by March 15 (S-Corps/partnerships) or April 15 (C-Corps) - coordinated together.

Detailed reconciliation of your business financial statement income to taxable income - ensuring consistency between your books, your business return, and the K-1 income flowing to your personal return.

If corrections are needed on either your personal or business return, we prepare both amendments together - Form 1040-X and Form 1120-X (or superseding 1120-S) - ensuring they are coordinated correctly.

One named preparer handles both your personal and business returns from start to finish - they know your complete financial picture, your entity structure, your deductions, and your goals. One person, both returns.

A senior CPA or Enrolled Agent independently reviews both your personal and business returns before either is filed - checking for consistency, completeness, and correct pass-through treatment across both.

Your preparer stays on both your personal and business accounts year after year - building a complete picture of your financial history and tax situation so you never start over.

Your preparer's IRS Preparer Tax Identification Number is disclosed on both returns - independently verifiable at IRS.gov at any time, full transparency on both sides.

If your preparer changes, we prepare a comprehensive brief covering both accounts - your full history, entity structure, recurring deductions, open items, and preferences. Nothing lost, on either side.

Pro Bundle clients are assigned a senior EA or CPA experienced across both personal and business returns - capable of handling S-Corp compensation analysis, multi-entity coordination, and combined planning discussions.

Call, video, or email your preparer about anything - personal tax questions, business return questions, or a notice on either account. One contact, both accounts, unlimited, any time of year.

Two coordinated checklists sent every January - one for your personal documents, one for your business - both specific to your situation and filed alongside each other.

Progress updates for both your personal and business returns tracked separately - so you always know exactly where each one stands, from preparation through IRS and state acceptance.

After both returns are filed, your access to your preparer is unchanged - personal refund questions, K-1 questions, business notices, next year's estimates - all at no extra charge.

One structured pre-season call covering both your personal and business situations - what changed, what to gather, what to focus on - one conversation, both returns set up correctly.

One messaging channel with your preparer - covering both accounts - on your platform of choice. One thread, real-time access, both sides of your tax picture, same-day responses.

Both returns pass through our AI-assisted review layer - cross-checking K-1 income flowing from your business to your personal return, validating owner compensation, and surfacing deductions on both sides simultaneously.

One encrypted portal for your entire filing relationship - personal documents, business documents, both returns, K-1s, notices, and all prior year history - upload once, your preparer handles both.

All software to prepare and file both your personal and business returns is provided and managed by us - nothing to purchase, install, or maintain on either side.

Documents uploaded for both accounts - W-2s, 1099s, K-1s, financial statements, payroll reports - automatically read and extracted, reducing manual entry and surfacing inconsistencies early.

Complete organized PDF packages for both your personal and business returns after filing - all states, all schedules, all K-1s - labeled and ready to share with lenders, attorneys, or financial advisors.

Official IRS and state acceptance confirmations for every return filed - personal and business - automatically archived in your portal as permanent proof of timely filing on both sides.

Year-over-year summary documents for both your personal and business accounts - AGI, business revenue, deductions, credits, and effective rates tracked on both sides at a glance.

All calculation workpapers, depreciation schedules, basis tracking, and supporting documentation for both your personal and business returns - retained and available on request.

A signed professional letter confirming both your personal income and your business filing history - for mortgage applications, SBA loans, visa applications, and investor due diligence.

A preserved record of every document provided and every filing decision made for both your personal and business accounts - retained as a permanent record for any future review.

On request, we permanently delete all documents from both your personal and business accounts from our systems - with written confirmation of deletion for both.

One quarterly call covering both your personal and business tax positions - your business YTD financials and personal estimated liability reviewed together in 30 minutes, no separate appointments.

We model the S-Corp owner salary that minimizes your combined personal and business tax burden - analyzing payroll taxes, income taxes, and QBI impact across both returns simultaneously.

One December session covering both returns: equipment purchases, revenue deferral, personal deductions, retirement contributions - total household tax minimization with both sides considered together.

We track your combined effective tax rate - business taxes plus personal taxes - so you always know your true total tax cost as both a business owner and an individual.

Annual review of your complete owner compensation package - W-2 salary, S-Corp distributions, health insurance deduction, and retirement contributions - all modeled together for the optimal combined outcome.

Every planning feature from Plan 1 Pro - retirement optimization, home office, vehicle, charitable bunching, QBI, entity review, tax loss harvesting - all included in your Bundle Pro plan.

Every planning feature from Plan 2 Pro - R&D credits, energy credits, nexus analysis, Section 179 planning, payroll optimization, AAA tracking, basis management - all included in your Bundle Pro plan.

We receive your IRS letter, identify the notice type, and explain in plain English exactly what it means, why you received it, and what the deadline is

For straightforward notices on either your personal or business account - math errors, simple informational requests, or basic underreporter discrepancies - we draft the response and prepare supporting documents, included in your plan.