Compliance and Tax Services
We offer a range of exceptional services designed to shape your vision and create unique experiences that stand out.
** Existing clients can request to add additional services through their client portal.
Next Steps for
Virtual Tax Prep
Choose from our range of pricing options that cater to your specific needs.
1. Sign Up & Quote
Complete the 3‑minute intake for a quick quote, then choose services, sign the engagement contract, and submit payment (or decline).
2. Organizer & Documents
Fill out the tax organizer and securely upload your documents as instructed.
3. CPA Preparation & Communication
Your CPA prepares the return and addresses any questions or clarifications via messages.
4. Review & E‑Filing
Review the draft, approve or disapprove, then finalize with an e‑signature so the CPA can e‑file your return.
Return Types
Price
Already a client? Sign in
Tax Preparation
Tax preparation services to ensure accurate filings for individuals, businesses, and estates.
• 1040 Federal and state tax returns for individuals
• Small business tax returns, including:
1065 Partnership tax returns and
1120-S Corporate tax returns
• 1041 Estate tax returns
• 1099 NEC, MISC and other information returns
• Amendments, review and adjust prior year returns
• Each return prepared includes IRS representation
Estimated Taxes
Stay compliant and avoid penalties with quarterly estimated tax payment support for individuals and small businesses.
• We calculate safe harbor estimates based on prior year tax to determine minimum estimated tax due.
• We annualize your current year-to-date income for precise forecasting to factor increased or decreased earnings and new tax rates.
• Benefit from our dual approach that ensures accuracy, flexibility, and efficient cash flow management.
• Optionally, we handle approval request submissions and process IRS or state payments on your behalf.
Tax Plan (written memo)
A customized plan designed to minimize tax liabilities, manage risks, and increase savings.
• Current and multi-year tax projections, showing how different strategies impact your tax due over time.
• A variety of approaches—like entity structure changes, retirement contributions, available deductions and credits, and expense optimizations—so you can choose what fits best.
• Potential risks and compliance considerations included, guiding you to make informed decisions with confidence.
• This analysis helps you stay proactive and adapt to shifting tax laws, ensuring your plan evolves with your goals.
Thousands in tax savings begins with a discovery meeting. Then supply prior year tax and current year earnings estimates to kick-off your personalized tax plan. Generally 1-2 weeks.
ITIN Application Processing
If you’re not eligible for a Social Security number, our CPA—an approved IRS Certifying Acceptance Agent—can help you obtain an Individual Taxpayer Identification Number (ITIN) for tax purposes.
• We prepare Form W-7 along with the 1040 individual tax return, certify the required identification documents, and organize all necessary materials for submission to the IRS.
• Taxpayer responsible for mailing to IRS.
• Guidance and clear instructions is provided on the documents and forms required to support your application
.
Do I Need Compliance Services?
Ensuring compliance with federal and state regulations is essential for avoiding penalties and managing financial risks. This service is perfect for individuals and businesses looking to streamline tax filings and stay worry-free.
Accurate and Timely Filings
Stay compliant with accurate and on-time tax returns for individuals, businesses, and partnerships.
IRS Representation
Our team of professionals brings unmatched expertise to each engagement, ensuring quality and support.
Tailored Solutions
Customized compliance services to address your unique tax needs and obligations.
More Services
Accounting Services
Simplify your financial management with bookkeeping and accounting services that provide actionable steps to help your business.