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Tax Preparation & Filing

Tax preparation built on clean books, not guesswork.

US small business and individual tax preparation and filing. We handle the books first, so your return is accurate, your deductions are maximized, and your CPA has clean data.

Book a Free Consultation

What We Prepare

Tax returns prepared from verified, reconciled books.

Every return starts with clean books. No guessing, no estimates, no missed deductions.

Individual Tax Returns
$350 - $800 per return
  • W-2 income and withholding verification
  • 1099 income: freelance, interest, dividends, rental
  • Itemized vs. standard deduction analysis
  • Home office deduction eligibility and calculation
  • Vehicle and mileage deduction tracking
  • Retirement contribution optimization
  • Federal and state e-filing with confirmation
Business Tax Returns
$500 - $2,000 per return
  • C-Corp, S-Corp, and Partnership returns
  • Profit and loss analysis from reconciled books
  • Balance sheet preparation and review
  • Owner distributions and shareholder equity
  • Business expense categorization
  • Depreciation schedule and asset tracking
  • Federal and state filing with confirmation
Bookkeeping for Tax Readiness
$450 - $750 per month
  • Monthly bank and credit card reconciliation
  • Transaction categorization for tax deductions
  • Accounts receivable and payable tracking
  • Payroll reconciliation and compliance
  • Monthly financial statements (P&L, Balance Sheet)
  • Tax-ready books delivered to your CPA
  • Year-end closing and 1099 preparation
Tax Planning & Strategy
$200 - $500 per quarter
  • Quarterly tax planning reviews
  • Estimated tax payment optimization
  • Entity structure analysis and recommendations
  • Retirement contribution strategy
  • Deduction timing optimization
  • Tax projection and scenario planning
  • Year-end tax minimization strategies

How It Works

From messy books to filed return.

A straightforward process that removes the stress from tax season.

1
Book Review
We review your books, identify gaps, and get everything reconciled and tax-ready before preparation begins.
2
Preparation
We prepare your federal and state returns using clean, verified data. No guessing, no estimates.
3
Review & File
You review the return. We answer questions. Once approved, we e-file federal and state with confirmation.
4
Year-Round
Ongoing bookkeeping keeps you tax-ready. Quarterly planning keeps your liability optimized.

Who We Serve

Tax preparation for businesses and individuals.

Whether you're a sole proprietor, LLC, S-Corp, or individual with complex returns, we handle it.

Self-employed individuals, freelancers, and independent contractors. Schedule C preparation and self-employment tax optimization.
LLCs and S-Corporations. Pass-through entity returns, K-1 preparation, and entity structure optimization.
Small businesses including restaurants, contractors, agencies, e-commerce, and service businesses.
Rental property owners. Schedule E preparation, depreciation tracking, and passive activity loss optimization.

FAQ

Common questions.

Yes. Accurate tax returns require accurate books. If your books are behind, we start with a cleanup to get everything reconciled and categorized before preparing your return.

Yes. We prepare and e-file both federal and state returns. If you operate in multiple states, we handle all state filings.

Tax preparation is filing your return after the year ends. Tax planning is strategy throughout the year to minimize your tax liability. Planning happens quarterly. Preparation happens annually. Both are essential.

We work alongside your CPA. We handle the bookkeeping and preparation. Your CPA handles the review, signing, and advisory. We make their job easier and your return more accurate.

Most clients save $5,000-$25,000+ annually through entity structure optimization, retirement contribution strategy, deduction timing, and estimated payment planning.

We start with a cleanup. We reconcile your books, categorize transactions, and get everything current. Then we prepare your return from verified data. Most cleanups take 2-4 weeks depending on complexity.

Ready for tax season without the stress?

Book a free consultation. We'll review your situation, explain what needs to be done, and give you a clear path forward.

Book a Free Consultation