Compliance and Tax Services
We offer exceptional compliance 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.
Tax Preparation
Tax preparation services to ensure accurate filings for individuals, businesses, and estates. Each return prepared includes IRS representation.
• 1120-S Corporation tax returns
• 1065 Partnership tax returns
• 1041 Estate tax returns
• 1040 Federal and state tax returns
• 1099 NEC, MISC and other information returns
• 709 Gift (& Generate-Skipping Transfer) returns
• Amendment Filings to Adjust Prior Year returns
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 Services 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.
IRS Notice & Penalty Response
Received a notice from the IRS or state department?
• We review the notice, identify the issue, and draft a tailored response with supporting documentation (e.g., CP2000, CP30, CP23, LTR 1058).
• Where applicable, we prepare penalty abatement (removal) requests or amend returns to correct underlying issues.
• We file responses on your behalf or provide clear mailing instructions.
ITIN Applications: if ineligible for an SSN our IRS Certifying Acceptance Agent can help you obtain an Individual Taxpayer Identification Number (ITIN).
• We prepare Form W-7 along with the 1040 individual tax return, certify the required identification documents, and assemble package for submission to the IRS.
• ITIN application and tax return must be printed and taxpayer(s) must insert “wet” signature prior to mailing.
Next Steps for
Virtual Tax Prep
This process requires commitment and timely follow-through—only proceed if you are prepared to complete all steps.
1. Request a Customized Quote
Register to access to welcome steps, intake forms, and document requests. Following review, a price estimate and proposal are issued in the client portal. Once the proposal is signed and payment is received, work will be prioritized.
For complex needs, request a brief discovery call to assess fit and ask general questions.
2. Organizer & Tax Documents
Complete the tax organizer and upload your documents to the secure client portal. For help, refer to the instructional video linked within the organizer.
3. CPA Preparation & Communication
The CPA will prepare your return and address questions or clarifications through chat messages and recorded video explanations. A brief call may be scheduled if needed.
*For matters requiring guidance beyond the scope of tax preparation, please schedule a separate advising session.
4. Review & E‑Filing
Review the draft return and indicate your approval or request changes. Once approved, finalize with an e-signature so the CPA can proceed with e-filing. A video explanation may be provided if there are unexpected issues or important filing considerations.
Return Types
Price
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*Additional forms may include an additional state return, a rental property, schedules k-1, 1099-B investment activity, 1099-NEC filings, Form 8949 and Schedule D for capital gains, Form 4797 for the sale of business property, Form 6252 for installment sales, and Form 1116 or 2555 for foreign income taxes paid.
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.
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