Business tax planning that happens before year end.

By the third quarter. Most of what sets your tax bill is decided before December 31: entity choice, owner salary, equipment purchases and the timing of income and expenses. We build a projection from your books in September or October, so there is still time to act on it. In January, all that is left is reporting what happened.

Yes. We prepare your business return and the owners' personal returns together, so K-1 income, owner salary, estimated payments and state credits line up on both. One team works from one set of books, and nothing gets lost between two preparers.

It depends on your profit, the salary you would need to pay yourself and your state. An S corporation can lower self-employment tax once profit is well above a reasonable salary, but it adds payroll, a separate return and state costs. We run the numbers both ways first. For a calendar-year company, the election for the current year is due by March 15.

It is the pay the IRS expects an owner who works in the business to take through payroll before taking distributions. It should match what you would pay someone else for the same work. We set it from your role, hours and market pay, write down how we got there and review it every year.

No. An extension gives you six more months to file the return, not to pay the tax. Tax still owed after the original due date is charged interest and a late payment penalty. That is why we estimate the balance before the deadline and pay it with the extension.

Possibly. Employees, property or sales above a state's threshold can create a filing requirement for income, franchise or sales tax in that state. Because we keep your books, we see sales by state every month and tell you before a threshold is crossed, so registration happens before penalties start.

Send it to us. We explain what it says in plain terms, check it against your return and books and draft the response. If you owe, we set up a payment plan or request penalty relief where it applies. We can represent you before the IRS and state tax agencies.

Yes. We plan and prepare your returns from your books, whether your own team or another bookkeeper keeps them. A licensed CPA reviews the books first, and if they need cleanup before the return, we quote that separately at a fixed price.

It depends on your entity type, the number of returns and states and whether we also keep your books. After a free 30-minute review you get a fixed-fee proposal with one fee, before any work starts. No hourly billing.