Tax Compliance
& Preparation

Surprise! You owe three times more than expected,” announces a sarcastic jester—also known as your former CPA. Entrepreneurs already face enough unexpected expenses, and the last thing they need is a shocking tax bill. As a business owner, the profit you earn is taxed as if every dollar went straight into your personal bank account. This often catches people off guard, especially those unfamiliar with pass-through entity taxation or unaware of their company’s actual profit throughout the year. We dislike surprises just as much as you do.

Our Tax Return Preparation Process

Receive Tax Return Package

We send you:

●  Engagement Letter

●  Tax Organizer/Questionnaire

●  Request for Accounting Statements OR access to your Accounting System                       

Provide your Tax Information

You send us:

●  Signed Engagement Letter

●  Completed Tax Organizer and Questionnaire 

●  Prior year federal and state returns

●  Accounting Statements or access to your Accounting System

●  Supporting Tax Documents (if needed)                                              

Relax – Tax Return Preparation (2-4 Weeks)

Your tax preparer:

●  Reaches out to you

●  Requests clarification and additional information (if needed)

●  Prepares your returns and submits for quality review 

Deliver Tax Returns by Due Date

You receive copy of your tax returns from us and:

●  If e-filing, sign and return your efile forms to us

●  If paper filing, sign and mail your returns to the address provided

Provide Feedback on our performance

We request your opinion and you:

●  Fill our our survey and tell us how we did

We sent you:

You send us:

Your tax preparer:

You receive copy of your tax returns from us and:

We request your opinion and you:

Ready for a free discovery call?

Important Tax Dates

Quarterly Estimated Tax Payments (For Self-Employed & Businesses)
  • April 15, 2024 – Q1 estimated tax payment due
  • June 17, 2024 – Q2 estimated tax payment due
  • September 16, 2024 – Q3 estimated tax payment due
  • January 15, 2025 – Q4 estimated tax payment due
Federal Business Tax Filing Deadlines
  • March 15, 2024 – Deadline for S Corporations (Form 1120-S) and Partnerships (Form 1065) to file their tax returns or request an extension.
  • April 15, 2024 – Deadline for C Corporations (Form 1120) and Sole Proprietors (Schedule C, filed with personal 1040 tax return) to file or request an extension.
  • October 15, 2024 – Final deadline if a business extension was filed by April 15.
Employer Payroll Tax Deadlines
  • Form 941 (Quarterly Payroll Tax Return) – Due April 30, July 31, October 31, and January 31
  • Form 940 (Annual FUTA Tax Return) – Due January 31, 2025
1099 and W-2 Filing Deadlines
  • January 31, 2024 – Employers must send W-2s to employees and 1099-NEC forms to contractors and file with the IRS.