Business tax
More than a tax return. A tax plan that runs all year.
Most business owners hear from their accountant twice — once for documents, once for a bill. That's not tax strategy, it's data entry with a deadline. We watch the calendar all year: estimates, registrations, 1099s and W-2s, notices, and planning conversations while there's still time to change the outcome.
What's handled
Tax work that's part of the monthly service, not a separate event.
- Business income tax returns within scope
- Estimated tax planning and reminders
- Payroll tax coordination
- 1099 and W-2 support
- Sales tax coordination where supported
- State registrations and compliance calendars
- IRS and state notice handling
- Year-round planning, not annual preparation
Tax services are performed by or under the supervision of a licensed CPA. Personal returns, multi-state filings beyond your scope and specialty credit studies are quoted separately.
The calendar we watch
Tax outcomes are decided long before the return is filed.
We look for opportunities while there's still time to act on them.
Every month
Books closed and payroll tax deposits confirmed, so nothing compounds quietly.
Every quarter
Estimates reviewed against actual results and adjusted while it still matters.
January
1099s and W-2s prepared and filed on the statutory deadlines.
Before year end
Planning conversations while there is still time to change the outcome.
When a notice shows up, you forward it and stop worrying about it.
IRS and state notices are handled by our CPA, who is authorized to represent you before the IRS.
We review what triggered the notice, respond within the deadline on the letter, and tell you what needs to change so the same thing doesn't come back next year.
Behind on filings?
Late returns, unfiled registrations and unopened notices are normal in businesses that outgrew their bookkeeper. We quote the cleanup as a fixed scope before we start.
Find out what your tax calendar actually looks like.
The free Financial Checkup includes a review of your filings, registrations and estimated payments.