What's included
- Business and personal returns prepared and filed
- A review of the entity setup that saves you the most
- Responses to IRS and state notices
- Quarterly estimated tax payments and payment plans
Service / 03 · / Monthly service Record
Tax planning and filing
Paying what you owe, under the right setup, and being able to back it up.
Note Annual returns, the right entity setup and answers to IRS notices.
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How it works
Service scope
We prepare and file your business and personal returns, check whether your entity setup is the one that saves you the most, and respond to any notices from the IRS or the state.
Plenty of businesses overpay simply because they're set up the wrong way, and others pay penalties for not answering a notice that looked like it was just for their information.
What's included
What this service includes.
Everything below is part of the agreed fee, with no per-question charges.
Clients
Clients who need it.
Each type of business uses it at a different point in its life.
Related services
Services that often go with it.
Handled by the same dedicated accountant, so you never have to explain everything again.
Next step
Get a quote.
Tell us about your business, and we'll come back with the monthly fee and what it covers.