Income Tax Preparation

  • Preparation of federal and state income tax returns for small business owners - Sole Proprietorship (Single Member LLC) & S-Corp

  • Federal income tax extension, if needed

  • Qualified Business Income (QBI) Deduction Assessment *NEW*

  • Itemized deduction calculation

  • Overall bookkeeping review for the related tax year

  • A 30 minute live or pre-recorded tax return review to ensure you understand the results of your tax return

Tax Planning

  • Ideal for small business owners who want to identify and implement operational changes now to reduce taxes later

  • The tax plan considers all aspects of your tax situation including your year-to-date profit

  • During a one-hour Zoom call, we’ll review your individualized tax plan and discuss ways to reduce your future tax liability

Quarterly Estimated Tax Preparation

  • Preparation of federal estimated quarterly income tax payments

  • Ideal for entrepreneurs who wish to get as close as possible to zero taxes owed when income taxes are filed

  • Get ready for no more surprises during tax time