Books already done? We will file the return.
For companies that keep their own books, or have a bookkeeper they are happy with, and only need the return prepared, reviewed and filed. One annual fee, agreed before we start.
- 1120-S, 1065 and 1120
- Prepared and reviewed by two people
- Federal and one state included
- Fee agreed up front, not after
Three levels, one annual fee
Every level files the same return to the same standard. What changes is how much we look at beyond the filing, and how much of us is available to you during the year.
Clean books, one state, no surprises. File it and move on.
- Business return prepared, reviewed and e-filed
- Trial balance sanity check before we file
- K-1s for up to two owners
- Extension filing and deadline tracking
You want someone to actually look at the numbers, not just key them in.
- Everything in Essentials, plus a second state
- Full books review with adjusting entries proposed
- 1099 filing, state report, depreciation rolled forward
- Notice response and a walkthrough after filing
You want the tax bill shaped during the year, not explained in March.
- Everything in Pro, plus a third state
- Tax projection before December 31, while it still helps
- Quarterly estimates and reasonable salary review
- Three calls a year and a same-day reply
Starting prices assume one entity and books that reconcile. If the trial balance does not tie, we will quote the cleanup separately before doing it, never after.
Line by line
So you can see exactly where the extra money goes.
| Service | EssentialsFrom $695/yr | ProFrom $1,295/yr | PremiumFrom $2,395/yr |
|---|---|---|---|
| Compliance | |||
| Business tax return prepared and e-filedForm 1120-S, 1065 or 1120 | |||
| Second preparer reviews before filing | |||
| State returns included | 1 | 2 | 3 |
| Review of your books before we file | Trial balance check | Full review | Full review |
| Adjusting journal entries proposed back to you | — | ||
| K-1s prepared for owners | Up to 2 | Up to 5 | Up to 10 |
| Depreciation schedule maintained and rolled forward | — | ||
| Form 1099-NEC and 1099-MISC filing | — | Up to 10 | Up to 25 |
| Annual state report and franchise tax filing | — | ||
| Quarterly estimated tax calculations | — | — | |
| Extension filing and deadline tracking | |||
| Advisory | |||
| Walkthrough of the filed return | — | ||
| Prior year against current year comparison | — | ||
| IRS and state notice responseAudit representation is an add-on | — | ||
| IRS transcript and payment checkPower of attorney required | — | ||
| Tax projection before December 31 | — | — | |
| Reasonable officer salary review for S corporations | — | — | |
| Entity structure reviewWhether the S election still makes sense | — | — | |
| Reminders and guidance through the year | — | — | |
| Support | |||
| Named preparer on your file | |||
| Response time | 2 business days | 1 business day | Same business day |
| Calls included | — | 1 a year, 30 min | 3 a year, 60 min |
| Short questions by email | — | Limited | Unlimited |
| Platform | |||
| Encrypted portal and e-signature | |||
| Copy of the return and the workpapers behind it | |||
| Prior year return reviewed for anything missed | — | ||
Want the owner's 1040 as well?
Add it to any level at the individual rate, or let us do both the books and the returns under one monthly fee instead.
What drives the number up
The starting price holds for a straightforward filing. These are the things that move it, and we tell you before we start, not on the invoice.
Books that do not tie
If the balance sheet does not reconcile we quote the cleanup first. That is the single biggest driver of a tax fee anywhere.
More states than included
Nexus in several states means several returns and several apportionment schedules. Priced per state on the add-ons page.
More owners
Every K-1 means basis tracking and allocations. Beyond the included count there is a flat fee per additional K-1.
Inventory or fixed assets
Cost of goods sold, Section 179 and bonus depreciation all add genuine work, and we will say so up front.
Send last year's return and this year's trial balance
We will tell you which level fits and the exact fee within two business days. If the books need work first, we will say that too.