Tax filing, by the people who already know your books.
When your books are kept tax-ready all year, filing is calm, not a scramble. Add tax filing and the same team that closes your month files your return.
Why tax season stops being stressful
Most owners hand a shoebox to a preparer who has never seen their business, then hope for the best. We file from books we have kept current and clean all year. No surprises, no last-minute reconstruction, and no scramble in April.
What's included
- Federal and state business return preparation and filing.
- Returns prepared and signed by a credentialed Enrolled Agent or CPA.
- Year-round tax-ready books, so nothing is rebuilt at the deadline.
- A plain-language walkthrough of your return before anything is filed.
- Coordination with your existing CPA or attorney if you have one.
- Guidance on quarterly estimated payments so you are not caught short.
How it works
Your Client Partner keeps your books tax-ready every month. When filing time comes, a credentialed Enrolled Agent or CPA prepares and reviews your return and walks you through it. We file only after you approve. Nothing is submitted on your behalf without your sign-off.
Good to know
Tax filing is an add-on, separate from your monthly bookkeeping plan. Representation before the IRS or a state authority is handled by a credentialed Enrolled Agent or CPA engaged for that purpose. For complex tax planning, we will tell you when you need a specialist rather than guess.
Pricing. Tax filing is $1,500 a year, on top of your plan. Your exact fit depends on your entity and complexity, and we set it on a quick call. See pricing for plans and add-ons.
Stop dreading tax season.
Fifteen minutes, no pressure. We'll show you what tax-ready books look like.