This package is designed for sole proprietors and single-member LLCs who report their business activity on Schedule C with their personal return. We prepare and file your federal return, including Schedule C and self-employment tax calculations, apply eligible deductions like QBI, home office, and depreciation when applicable, and file one state return.

This package covers preparation of Form 1120S along with all required schedules, including K-1s for each shareholder. We also handle depreciation. Each owner’s personal return will include K-1 income and applicable QBI deductions.

This package is designed for business owners with multiple entities and more complex ownership structures. It typically includes preparation of several coordinated returns (such as an S-corporation, partnership, and related personal returns), multi-state filings with apportionment, multiple K-1s, and careful reporting across layered ownership arrangements. Because income, basis, and distributions often flow between entities, this level of filing requires detailed and strategic coordination to ensure everything aligns properly.

This hour session is designed for business owners who want focused, forward-looking guidance on reducing taxes and making smarter financial decisions. We review your current numbers, projected income, and entity structure, then walk through practical strategies tailored to your situation — whether that’s compensation planning, retirement contributions, timing deductions, or evaluating an S-Corp election. We’ll discuss strategies tailored to your situation and outline clear next steps so you can make confident decisions moving forward.

This ongoing service is designed for business owners who want proactive tax guidance throughout the year — not just at filing time. We provide regular review of your numbers, updated projections, and strategic recommendations to help reduce surprises and support smarter financial decisions as your business grows. ANNUAL TAX FILING INCLUDED.