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– Business Taxes

Offering a robust line of products to meet your personal and business needs

Tax support tailored to your needs

Tax season doesn’t have to be stressful when you work with our team. Our filing process offers a seamless digital experience—from gathering your tax documents to filing your return electronically.

  • Personalized—Because every client is different, we examine appropriate deductions and consider your unique situation to help minimize your tax burden.
  • Convenient— From initial collection of tax documents to filing, we provide a seamless digital experience.
  • Year-round support—We are available throughout the year to help you make smart tax decisions and put a sound, strategic tax plan in place.

Business Tax

Essentials

Includes:

  • Tax preparation of all federal and state forms including electronic filing
  • Annual tax projection
  • Secure electronic access to client records
  • General tax planning, alerts, & advisories

Support

  • 72 hours or less email support response time
  • Phone consultation - up to 30 min per year included

Optional audit assistance (additional fee)

Business Tax

Standard

Includes Essentials plus:

  • Estimate tax payment reminders
  • Mid-year tax planning meeting
  • Calculation of owner's "reasonable compensation"
  • Discounts on owners' personal returns

Support

  • 48 hours or less email support response time
  • Phone consultation - up to 2 hours per year included

Business Tax

Complete

Includes Standard plus:

  • Calculate quarterly taxable income and prepare estimated tax payments
  • Annual tax strategy meeting
  • Retirement & succession planning
  • Audit assistance - respond to notices from the IRS or state taxing agency current tax year

Support

  • 24 hours or less email support response time