Tax Planning & Preparation 365 - State & Federal

  • Monthly/Quarterly

    We will remit payroll withholding deposits, estimated income tax withholding.

  • Annually

    Depending on your business structure, we will prepare annual returns such as your partnership returns or a mapping of your schedule-c directly from your internal financial statements. Corporate returns also available.

  • on-going consulting

    Our clients have a CPA in their back pockets. You will be able to seek advice as needed to help make strategic decisions. We will also make sure you are up-to-date on latest developments.

Quick accounting question? The questions are rarely quick, and that’s ok. We are the CPA that you have on demand.

pricing - $5,000/year

This rate covers all things tax-related making that time of year a breeze for both our clients and our firm. Mid-year on-boarding is available, but we require vetted financial statements from your previous accountant or a catch-up fee will apply. This comprehensive rate includes year-end payroll processing and 1099 submissions.

*payment plans available

Return-Only Serivces - $1,250

This option is available only for companies that do not have w-2 employees. Our bookkeeping and accounting service are required. This includes all forms and filing at the federal and (one) state level.

Individual Return Services Available - please view pricing information.


IRS Deadlines

*actual dates may vary depending on the calendar year

jaNUARY 31ST - 1099S & W2 POSTMARK DATE

March 15th - S-Corp/PARTNERSHIP extensions dUE

April 15th - income tax deadline (C0RP & PERSONAL)

SEPTEMBER 15 - S-CORP/PARTNERSHIP EXTENSION DEADLINE

october 15th - extension deadline

payroll withholdings

monthly filiers - 15th of the following month

QUERTLY FILIERS - 15TH OF THE FOLLOWING MONTH AT THE END OF THE QUARTER