Filed on time. Planned year-round.
Entity returns, personal returns, quarterly estimates, and sales tax, prepared and signed in house by an IRS registered tax preparer. We plan the position before the deadline, not after.
14 days · No card · Keep the deliverables
Estimated Payments
Federal + 3 states- YTD taxable income$412,500
- Federal estimate (Q2)$24,180
- FL · no state income tax$0
- GA estimate (Q2)$3,460
- Safe-harbor coverageOn track
Everything in the fee, covered.
No add-ons and no surprise hourly invoices. If it is on this list, it is included.
- Your annual return included in the monthly fee rather than billed as a separate job each spring. Core covers one entity, federal and state, plus one owner personal return with the K-1 coordinated between them.
- Returns prepared and signed in house by an IRS registered tax preparer, not passed to a seasonal contractor you never meet.
- Quarterly estimated payments worked out from your real numbers, with a safe harbour projection, so April is a confirmation rather than a discovery.
- Sales tax filing for one state on Core. Advisory covers up to three entities and multi-state filings, which is usually the point people find out they had an obligation somewhere they did not expect.
- Entity structure and S corporation election analysis on Advisory, including the owner compensation split, which is the single biggest lever most owners have and the one most often left at a guess.
- R&D credit screening on Advisory. Executive takes it further with federal and state credit studies actually filed, not just flagged as a maybe.
- The position discussed with you before the deadline. A return is the record of decisions already made, so the useful conversation happens in the autumn, not the week it is due.
What the fee covers, and what is not.
- What is covered is set by your plan, and it is worth reading before you assume.
- Core includes one entity plus one owner personal return and sales tax in one state.
- Advisory raises that to three entities and multi-state.
- Additional entities, additional owners and additional states are quoted in writing before they are filed, so nobody discovers a second invoice in April.
- Representation before the IRS is a separate matter: we prepare and sign returns, and where a case needs a licensed representative under a Form 2848 that work runs through an Enrolled Agent in our partner network.
- See IRS Resolution for how that works.
- We do not promise a refund or a particular tax outcome, because the numbers decide that, not us.
Three steps, and you know the price before step three.
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01
We read your file first
Your books, your prior returns and what has actually been filed. Nobody quotes you a number before seeing what is really there.
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02
You get the number in writing
Scope and price agreed before any work starts, so there is no second invoice arriving later with a surprise on it.
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03
The work happens where you can see it
Progress, documents and the finished result live in your portal, not buried in an email thread you have to search.
One firm, one fee, no surprises.
- Pass-through owners
- Multi-state filers
- Athletes & high-income earners
- Anyone who got surprised in April
What changes after you switch.
- April 15
- Filed on time, every year
- 4×/yr
- Tax position reviewed every quarter
- In house
- Prepared and signed by an IRS registered preparer
Tax work we run every month for real estate investors, professional services firms, and medical practices. Often searched as a tax preparer near me or personal tax filer.
See what an S-corp could save you.
Move the slider, pick your state, see an estimated annual range. Get the full breakdown when you're ready.
Estimated annual savings
$10,014 to $12,014
Estimate only. Actual savings depend on reasonable salary, QBI, state details, and ~$1-3K/yr in S-corp overhead.
Ready to see your numbers clearly?
Begin the free 14 day assessment. No card. You keep the deliverables either way.