Small Business Tax Services and Preparation

Fees follow the work. An S corporation with clean books in one state is a very different job from a partnership with three owners, payroll in four states and a federal contract. The state of your bookkeeping matters most: reconciled books cost less to work with than a shoebox. Before we start, we tell you what's included, what we need from you, and whether planning is part of the fee or separate.

It depends on what you need. Many owners assume they need a CPA, but for tax preparation, planning and dealing with the IRS, an Enrolled Agent holds a federal license focused entirely on tax and can represent you before the IRS on any matter. We're open about the fact that our founder is an EA, not a CPA. If you need audited financial statements for a lender, that's a job for a CPA, and we'll tell you so.

Last year's return, a year end profit and loss and balance sheet, bank and credit card statements, payroll reports, W-2 and 1099-NEC copies, records of equipment purchases, loan statements, any ownership changes, and proof of estimated payments. If you sold a business line or bought a building, bring that paperwork too. Reconciled books make everything faster and leave time to spot savings.

Earlier than most owners think. By the time we're preparing the return in March, most of the useful moves are gone. The best times to talk are midyear and again in the fall, and before any big decision like buying equipment, hiring, changing how owners are paid, or electing S corporation status. That leaves room to actually do something.

Yes. Enrolled Agents have unlimited practice rights before the IRS. If your business gets an audit letter, a balance due notice or a payroll tax problem, we can take over communication with the IRS, prepare responses, and work toward a resolution, whether that's an installment agreement, penalty relief or something else.

We do. Selling into other states, remote employees or a warehouse across the line can all create filing obligations. We map where you owe returns based on your actual activity. For companies with foreign customers, accounts or subsidiaries, we also handle the U.S. side of international reporting.

Yes. Many of our small business clients work on federal contracts, and their accounting has to meet standards a regular business never sees: separate indirect cost pools, timekeeping that holds up to DCAA, and incurred cost submissions after year end. We set that up and keep it running, and for owners who need more, we act as a fractional CFO on budgets, pricing and cash flow.

Get ahead of it now. Missed Form 941 deposits pile up penalties quickly, and the IRS can hold owners personally liable through the Trust Fund Recovery Penalty. We look at which quarters are open, get filings current, contact the IRS and set up a resolution. Then we make sure current deposits go out on time, because staying current is usually a condition of any deal. If you also have unfiled business returns, we catch those up as part of the same plan.