Bookkeeping & monthly close
Clean books by the 5th business day.
Tax preparation& planning.
Returns prepared and reviewed by CPAs, plus a plan for the year ahead so April never brings surprises.
1,200+returns a year
50states covered
100%CPA-reviewed
Pay what you owe. Not a dollar more.
Most owners only talk to their accountant in March. By then, the decisions that drive your tax bill — how you pay yourself, what you buy and when, how your business is structured — are already locked in.
We work the other way around. Your tax team reviews your numbers every quarter, adjusts your estimated payments, and flags opportunities while there’s still time to act. When filing season comes, your return is a formality, not a fire drill.
What’s included
- Business returns (1120-S, 1065, 1120)
- Owner personal returns
- State and local filings
- Quarterly estimated payments
- Written annual tax plan
- Quarterly planning calls
- Year-end projections
- IRS notice support
Tax preparation & planning
From$290/mo
Or included in the Growth and CFO Suite plans- One business return a year
- Up to two owner returns
- Four planning calls a year
How we keep your tax bill low.
Six levers we review with every client, every year. None of them are tricks — just planning done early.
01
Entity & salary planning
The right structure and a reasonable owner salary can save thousands in self-employment tax.
02
Estimated payments, done right
No underpayment penalties, and no interest-free loans to the government either.
03
Deduction & credit review
Home office, vehicles, equipment, R&D and hiring credits — documented properly.
04
Retirement & benefits
Plans that cut this year’s bill and build long-term wealth for you and your team.
05
Multi-state compliance
Remote employees and online sales create filing obligations. We keep you ahead of them.
06
Notice & audit support
If the IRS writes, we respond. Clean records make most letters a non-event.
Key tax dates for 2027.
Dates move to the next business day when they fall on a weekend or holiday. Clients get a reminder two weeks ahead.
15January
Fourth-quarter 2026 estimated tax payment due.
15March
S corporation and partnership returns due (Forms 1120-S and 1065).
15April
Individual and C corporation returns due, plus the first-quarter estimated payment.
15June
Second-quarter estimated tax payment due.
15September
Third-quarter estimate due, and extended S corporation and partnership returns.
15October
Extended individual and C corporation returns due.
−31%tax bill in year one
How Mesa Coffee Co. cut its tax bill by 31%.
Three cafés, one owner and a sole proprietorship that had outgrown itself. We restructured the business as an S corp, set a reasonable owner salary and moved equipment purchases into the right tax year.
“For the first time, I knew my tax bill before April — and it was smaller than the year before.”
31%lower tax bill
$24Ksaved in year one
3locations
Tax questions, answered.
Still unsure? Book a free call and ask a CPA directly.
A written plan with your projected liability, recommended entity and salary structure, estimated payments, and the deductions and credits you should be using — reviewed with you every quarter.
Yes. We regularly prepare unfiled and amended returns for prior years and handle any IRS correspondence that comes with them.
Yes. Owner personal returns are included in the Growth and CFO Suite plans and available as an add-on on Essentials.
Forward it to us. We’ll explain what it means, prepare the response and, if needed, represent you directly.
All 50. Our multi-state team handles nexus, apportionment and filings wherever you operate or have employees.
Related services.
Payroll & compliance
On-time payroll in every state you hire.
Fractional CFO & advisory
Forecasts and strategy without a full-time hire.
