S-Corp · Partnership · C-Corp · Individual · Multi-State
Strategic tax preparation for entrepreneurs and their businesses.
Tax preparation that thinks about next year, not just last year. We file your 1040, 1120-S, 1120, or 1065 — and identify the moves that should have been made before the books closed, so this April is the last time they’re missed.
What’s included
Returns prepared with strategic intent.
Every position considered for its multi-year impact. Every election deliberate. Every K-1 reconcilable.
- Individual returns (1040)All schedules including A, C, D, E. K-1 reporting from S-Corps and partnerships. AMT, NIIT, and additional Medicare tax analysis.
- S-Corporation returns (1120-S)K-1 generation, Schedules L / M-1 / M-2, AAA tracking. Reasonable comp documentation alignment.
- Partnership returns (1065)K-1 distributions, allocation schedules (704(b), 704(c)), partner basis tracking, guaranteed payments.
- C-Corporation returns (1120)Book/tax reconciliation, Schedule M-3 for $10M+ assets, NOL carryforwards, accumulated earnings analysis.
- Multi-state filingsComposite returns, nonresident schedules, credit reconciliation across IL, IN, and your operating states.
- Estimated tax planningQ1–Q4 voucher recommendations to avoid underpayment penalties — and to keep your cash where it belongs until it has to move.
- Year-end positioningEnd-of-year moves identified before the books close, not after — bonus depreciation, retirement contributions, accountable plan reimbursements.
- Prior-year amendments1040-X, 1120-X, and amended S/P returns when planning reveals missed elections.
Who this is for.
Owners of profitable S-Corps and partnerships earning $250K–$10M; multi-state real estate investors; founders with mixed W-2 + business income; entrepreneurs who feel like their current preparer is a black box that returns a PDF in April with no explanation of what could have been done differently.
How it works
Four-step engagement.
Discovery
We review your last return, current-year P&L, and entity structure in a free 45-minute session. Identify open issues, missed elections, and risk areas before any engagement letter goes out.
Engagement & Document Collection
Engagement letter with quoted scope. Secure document portal. Organized request list, not a generic checklist.
Preparation & Review
Returns prepared by our team, reconciled to source, and reviewed by our principal before they leave the firm. You get a draft, an explanation of every material position, and an opportunity to ask questions before filing.
Filing & Forward Look
E-filed returns, signed copies, payment instructions, and a forward-looking memo: what we’d change for next year, what to do this quarter, and what should trigger a call.
Pricing.
Starting prices below. Final fee scales with entity complexity, multi-state activity, K-1 inflows, and bookkeeping condition.
Quoted in advance, in writing, before you sign anything.
$7501040 · from
$2,000business returns · from
Every project is priced so the tax liability savings and financial clarity exceed the cost of our fees.
“I really appreciate everything you have done for us. We are definitely good to move forward with you. I can’t speak highly enough of everything you have done — and I am excited to keep moving forward.”
FAQ
Common questions.
When should I start the tax preparation process?
Earlier than April 15. We open engagement letters as early as January for prior-year preps and recommend that businesses on extension begin September 1 at the latest. Earlier engagement means more time to identify positions, calculate elections, and resolve bookkeeping issues — all of which directly affect the return.
What’s the difference between you and a CPA firm?
Two things. First, our practice is led by a licensed Indiana attorney with unlimited IRS representation rights — the same scope of practice as a CPA. Second, every preparation engagement is paired with strategy: we don’t just file what happened; we identify what should be done differently going forward.
Do you handle multi-state returns?
Yes. Multi-state filings are common among our clients — owners with rental properties out-of-state, S-Corps with employees in multiple states, e-commerce businesses with sales-tax nexus. We identify required state filings, allocate income properly, and reconcile cross-state credits.
What if my books are a mess?
We can either work with what you have (with caveats) or coordinate with your bookkeeper or our fractional CFO services to clean them up first. Cleanup is quoted as a separate scope — we don’t bury cleanup work inside the return fee.
Do you handle prior-year returns or amendments?
Yes. Amendments (1040-X, 1120-X, amended 1120-S/1065) are common after a planning engagement reveals missed elections. Amendments are scoped per matter.
What if I receive an IRS notice about a return you prepared?
We handle response drafting and resolution as part of our IRS Notice Assistance service. For routine notices on returns we filed, this is generally a quick fix. For more complex matters, we scope per situation.
Related services
What pairs with tax prep.
Tax Advisory & Planning
Most clients add advisory after one prep cycle. Strategy is what makes preparation worth more than the fee.
Explore advisory →Fractional CFO
Clean books and live financial visibility upstream of every tax decision.
Explore fractional CFO →IRS Notice Assistance
If a notice arrives on a return we prepared — or any return — we resolve it.
Explore notice help →Ready to make this April the last difficult one?
The first conversation is free, candid, and useful — even if you don’t hire us.
Schedule Your Free Strategy Session