Find a Plan that works for you!
Our service offerings for businesses are designed to cover every stage of your business’s financial lifecycle, providing business tax return preparation with strategic guidance tailored to your goals.
Whether you’re just starting out or looking to optimize an established business, our packages provide a comprehensive, proactive approach to stay compliant and minimize your tax burden.
We offer straightforward fees with no hidden costs or hourly billing surprises.
Essential
Everything you need to keep your business compliant with its annual federal & state tax filing obligations
$110
per month*
*$1,320 Billed Annually
✓
Year-round tax advice & support
✓
Review prior year tax returns to check for accuracy & missed deductions, tax credits, elections, or disclosures
✓
Preparation of one (1) entity federal tax return with all required states (e.g., Form 1065, 1120, 1120-F, or 1120-S)
✓
Tax return preparation for partnerships & S corporations include Schedules K-1 for up to 5 owners
✓
Form 1099 filings (up to 10 per year)
✓
Year-end one hour consultation to discuss tax planning strategies
Comprehensive
We hunt for eligible tax incentives and file additional information returns necessary for your business
$200
per month*
*$2,400 Billed Annually
✓
Everything in the Essential Plan
✓
Quarterly financial statement review for estimated tax projections for the business
✓
Four (4) one-on-one consultations per year (one each quarter) to discuss tax planning strategies
✓
Tax return preparation for partnerhsips and S corporations include Schedules K-1, K-2 & K-3 for up to 15 owners
✓
Prepare and file additional international information returns for nonresident owners, including the Form 1042-S, Form 8804, and Form 8805.
Concierge
Much more than business tax preparation alone. A full-service tax and asset protection strategy for your business
$525
per month*
*$6,300 Billed Annually
✓
Everything in the Essential & Comprehensive Plans
✓
Create a Strategic Tax Assessment & Advisory Plan to review all options to save taxes & protect your business
✓
Entity restructuring planning to optimize your structure for tax & asset protection purposes
✓
Tax return preparation for partnerhsips and S corporations include Schedules K-1, K-2 & K-3 for up to 50 owners
✓
Review available federal & state tax credits, including but not limited to the Research & Development (R&D) credits, Work Opportunity credits, New Markets and Empowerment Zone credits, and many more
Frequently Asked Questions
How does tax compliance differ from a tax advisory engagement?
Tax compliance and preparation is generally done on an annual basis and reports what has already happened. Tax advisory & planning is a proactive approach throughout the year to reduce your overall tax burden and put more money in your pocket.
Do you work with international business owners?
Absolutely. Many of our clients are non-U.S. owners with a U.S. business and customer base. We work with individuals and companies around that have some nexus to the United States.
Our services include tax filings, income tax treaty analysis, optimization of earnings repatriation, and withholding tax compliance.
What types of business tax returns do you prepare?
We prepare business tax returns for partnerships (Form 1065), corporations (Form 1120), S corporations (Form 1120-S), and foreign corporations (Form 1120-F).
We also assist with preparing any state income tax returns. Many businesses require state income tax returns based on the location of business activities, source of income, office locations, or residency of the owners.
We also prepare federal returns for homeowners’ associations (Form 1120-H) and Section 831(b) micro-captive insurance companies (Form 1120-PC).
How soon can we implement the tax planning strategies?
The time required to implement each proposed strategy will vary. Some components can be executed immediately, while others may take several weeks to months to fully implement.
Can you help with state & local (SALT) tax compliance?
SALT refers to the taxes imposed by U.S. states, counties, cities, and other local jurisdictions, which are separate from U.S. federal taxes.
Our SALT practice helps clients navigate multistate taxation—from determining nexus and income apportionment across jurisdictions to preparing and filing accurate state and local income tax returns.
What types of businesses do you work with?
We provide tax consulting and compliance services to a diverse range of clients, including e-commerce businesses, family offices, consulting firms, real estate companies, manufacturers, private equity, hedge funds, and insurance companies.
If our company has operations in foreign countries, how does it impact our business taxes?
When a U.S. business has operations in other countries, the annual tax filings generally require additional international disclosures.
Those disclosures may include the Form 5471 for a controlled foreign corporation (CFC), Form 8858 for a foreign branch, Form 8865 for a foreign partnership investment, Form 8621 for PFICs, or the Form 8938 & FBARs for disclosing foreign financial accounts.
We regularly assist our international clients with these additional forms and disclosures.
Planning for All Businesses
Sophisticated Strategies
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