Tax Preparation & Compliance

Every return, filed right and on time.

Federal, state, and local returns for you and your business, extensions included, prepared accurately and reviewed with you before we file.

Schedule a Consultation  ~  it's free
Why it matters

Compliance is more than a federal return.

Most business owners file in more places than they realize: federal and state returns, city returns like Philadelphia's BIRT and Net Profits Tax, and filings in other states where they have nexus. Miss one, and the result is notices, penalties, and interest, often years later.

Coordinated with your planning

When we prepare your return, we're also looking ahead: what changed this year, what it means for next year's estimated payments, and whether your structure still fits.

Every return we prepare includes

Federal, state, and local filings, so nothing gets missed at any level.

Extensions when needed, filed on time so you're never scrambling in April.

A review with you before we file, so you understand what you're signing.

Returns we prepare

Every return your business needs,
fully covered.

Individuals

Individual returns

Your personal federal return, along with your state and local returns, including income from your business, rentals, investments, and K-1s. We review it with you before filing, so you understand what changed from last year and what it means for your estimates.

Due: April 15
Federal, state, and local returns.
Starting at: $425
S corporations

S corporation returns

The business return for your S corp, plus the K-1s that carry its income to each owner's personal return. We make sure owner salary, distributions, and your accountable plan are reported correctly, with the state and local filings that go with it.

Due: March 15
Business return plus owner K-1s, with state & local filings.
Starting at: $1,200
C corporations

C corporation returns

The corporate return for your C corp, which pays tax at the entity level, along with its state and local filings. We track the items that matter for corporations, like retained earnings and dividends paid to owners.

Due: April 15
Corporate return with state and local filings.
Starting at: $1,200
Partnerships

Partnership returns

The return for your partnership or multi-member LLC, plus a K-1 for each partner. We handle allocations under your partnership agreement and the state and local filings that go with them.

Due: March 15
Partnership return and K-1s for every partner.
Starting at: $1,200
FAQ

Tax preparation questions

Which returns do you prepare?

Individual (1040), S corporation (1120-S), C corporation (1120), and partnership (1065) returns, plus all the state and local returns that go with them, including Philadelphia's BIRT and Net Profits Tax.

How much does tax preparation cost?

Individual returns start at $425, and most clients pay $700 to $900. Business returns (1120-S, 1120, and 1065) start at $1,200, and most clients pay around $1,800. Extensions are included at no extra charge, and returns are also included in all of our monthly packages.

Do you file extensions?

Yes, for federal, state, and local returns. Keep in mind that an extension gives you more time to file, not more time to pay, so we'll estimate what you owe and help you pay it by the original deadline.

Do you help with IRS and state notices?

Yes. Notice support is available for an additional fee. Our Growth package includes help through the initial response, and Strategic includes support through resolution.

Can you prepare my personal and business returns together?

Yes, and we recommend it. Preparing both lets us make sure your business income, salary, and distributions line up on every return.

How do I send you my documents?

Through TaxDome, our secure client portal. You can upload documents, sign forms, and message us in one place.

Take tax season off your plate

Book a free consultation. We'll review what you need to file and give you a quote before any work begins.

Schedule a Consultation
What to expect
Free consultation
Federal, state & local returns
Extensions included