Business Tax Services

Membership Tiers

Find the right fit for your business.

We help businesses prepare returns, review tax-sensitive financial details, calculate quarterly payments, and plan proactively throughout the year.

Simple

$750/yr (base starting price)

  • ✓ Secure upload platform
  • ✓ Preparation of tax return

Elite

$1,500/yr or $125/mo (base starting price)

  • ✓ Everything in Plus
  • ✓ Unlimited communications with partner during the year
  • ✓ IRS correspondence
  • ✓ Preparation of Form 1099
  • ✓ Optional IRS tax payment assistance available

What's Included

Explore each part of this service.

Business Tax Preparation

Business tax return preparation with balance sheet account review and quarterly tax payment calculations to help keep filings accurate and complete.

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Business Tax Planning

Mid-year tax estimates, Texas Franchise return preparation, and proactive planning throughout the year so business owners can make decisions earlier.

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Tax Problems

IRS audit representation, non-filed tax return support, and help getting your IRS file through the firm's shared tax problem resolution resources.

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Ready for a firm that plans ahead with you?

Reach out to our team or log in to your secure client portal.

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