Business Tax Plan & Prep

Plan for next year’s tax season right now. Our subscription services cover everything you need to file, and includes unlimited consultations with your trusty tax expert. Get started today, and say goodbye to tax-anxiety!

 

 Services Include:

 
  • Preparation of (1) Annual Business Tax Return (Federal Form 1120, 1120S, 1065 or 990)

  • Preparation of (1) Annual Individual Tax Return (Federal 1040)

  • Preparation of (1) Annual State Income Tax Return

  • Federal & State filing of R&D Tax Credit (Calculation of credit is not included in the monthly fee. Inquire as an add-on)

  • Prepare & file the State Annual Report

  • Payroll & HR Support with Gusto (Software fee paid separately)

  • Prepare & file (1) Monthly State Sales Tax Return

  • Quarterly Zoom Calls

  • Quarterly Estimated Tax Calculation

  • Annual Tax Planning Letter

  • $1 Million Audit Tax Defense Membership through ProtectionPlus

  • Access to Files through a shared DropBox Portal


Monthly Subscription

Starting at $200/month

 Have any Questions?

Not sure what you need for your business? Let us know how we can help you below and one of our team members will follow up in 1-2 business days.