Business Tax Preparation and Planning

We offer tax services for businesses structured as LLCs, partnerships (Form 1065), C corporations (Form 1120), and S corporations (Form 1120S). Our services also extend to not-for-profit organizations, ensuring compliance with annual filings such as Form 990, 990-EZ, or 990-PF. Additionally, we support executors and trustees in filing estate and trust tax returns (Forms 1041 and 706).


Service Packages

Basic

  • Partnership and Corporation: starting at $1,800
  • Trust and Non-Profit: starting at $1,500

What's Included:

  • Preparation and filing of federal and state tax returns
  • 20-minute tax return review meeting
  • Digital document storage

Essential

  • Partnership and Corporation: starting at $2,400
  • Trust and Non-Profit: starting at $2,100

What's Included:

  • Preparation and filing of federal and state tax returns
  • 20-minute tax return review meeting
  • Digital document storage
  • Year-Round Access for Quick Questions
  • Assessment of IRS Tax Notices

Premium

  • Partnership and Corporation: starting at $3,450
  • Trust and Non-Profit: starting at $3,150

What's Included:

  • Preparation and filing of federal and state tax returns
  • 20-minute tax return review meeting
  • Digital document storage
  • Year-Round Access for Quick Questions
  • Annual Tax Forecasting/Planning Meeting
  • Assistance and Response to IRS Tax Notices