Our Tax Preparation Services
Tax Preparation Built for Business Owners
Want just your taxes done? No problem. We do offer this service standalone but when taxes are just a byproduct of an intentional financial strategy, you win bigger. That’s why most of our clients choose our CFO System — where tax prep is seamless and stress-free.
Accuracy. Balance.
Integrity.
Growth.
The Tax Prep Component of Our CFO System
We prepare tax returns that stand up to scrutiny — and deliver peace of mind.
Service Features:
Integrated Entity & Personal Tax Filing: We prepare both your business and personal tax returns in coordination, ensuring every decision is evaluated for optimal tax positioning across your entire financial ecosystem.
Digital Filing & Secure Portal Access: Your tax returns are delivered electronically for review, signature, and storage. You always have secure access to your past filings — without having to dig through email chains.
Clean Books = Accurate Returns: Since we maintain your books year-round, we don’t waste time cleaning them up at tax time. This leads to faster prep, fewer errors, and more defensible filings.
Strategic Review with Every Return: Each return is reviewed through the lens of strategy, not just compliance. We help you understand what your numbers say — and what decisions may need to change going forward.
IRS Transcript Monitoring (Optional): We can keep tabs on your IRS transcripts throughout the year, alerting you to notices, errors, or refund activity — often before you even receive a letter in the mail.
Standalone
Tax Preparation Investment
Individual Tax
Return Filing
Starting at $375
Best for W-2 filer, renter or homeowner, wanting to maximize deductions & credits
Prepare your entire tax return from start to finish
File IRS Form
1040
Includes a free filing of a state return ($50 per additional state)
Form 1040 - $1 Million Tax Audit ProtectionPlus
Personal activity analysis to ensure maximum tax benefits
No additional charge to file for an extension
No contracts - cancel anytime
Income Activity
with individual filing
Starting at $675
Best for self-employed, rental income, freelancers, business gigs and contractors
Prepare your entire tax return from start to finish
File IRS Form
1040 w/ Sch C or Sch E
Includes a free filing of a state return ($50 per additional state)
Form 1040 - $1 Million Tax Audit ProtectionPlus
Personal and Income Activity review to ensure maximum tax benefits
No additional charge to file for an extension
No contracts - cancel anytime
Full entity Business
with Individual Filing
Starting at $1,200
File your partnership, C-Corp, S-Corp and your personal return
Prepare your entire tax return from start to finish
File IRS Form
1040 w/ Form 1065, 1120, or 1120S
Includes a free filing of a state return ($50 per additional state)
Form 1040 - $1 Million Tax Audit ProtectionPlus
Personal and Business Entity review to ensure maximum tax benefits
No additional charge to file for an extension
No contracts - cancel anytime
*Disclaimer: Additional forms and schedules may be required based on investment and business activity, which entails additional costs. If the complexity of your individual/business situation is beyond the scope of the package, additional costs may apply.
**Extension included at no additional charge when your taxes are filed through Plentybooks. If filed elsewhere, a $35 extension fee will be billed.
$1 Million Tax Audit Defense™
Included with every 1040 Return
With Protection Plus, you have an entire tax audit defense department you can rely on. If you receive a tax notice, audit, or inquiry, we provide up to $1,000,000 in services to reach a resolution. That includes a Professional Case Assessment, a professionally prepared response to the taxing authority, and representation before the IRS or State.
Identity Theft Restoration
If you fall victim to a tax or non-tax identity theft incident, we assist in restoring your identity as quickly as possible. We help with issues including, unauthorized access to bank accounts, tax fraud, and more.
Our Work
How We Deliver Results
Clarity From Day One
We begin with a structured intake and data review so your tax return starts clean and stays stress-free.
.
Aligned With Your Books
Your return is built on reconciled numbers, whether we manage your books or work alongside your internal team.
Year-Round Strategy
We align your tax filing with broader financial goals so your return supports the bigger picture, not just compliance.
Delivered With Confidence
Every return is reviewed, finalized, and securely filed with expert eyes and crystal-clear communication.
Inside our CFO package, tax prep isn’t an add-on — it’s integrated, proactive, and fully aligned with your business.
Testimonials
What Our Clients Say
Why Choose Us?
Try our services risk-free
We will never recommend our services if we are not the best solution for you. If you aren’t 100% satisfied after a month of our services and receiving a completed income statement and balance sheet, we will give you a full refund.
Professionals
Our team of certified accountants and bookkeepers brings years of experience in managing finances for businesses of all sizes. We understand your challenges and tailor our services to meet your unique needs.
Customized Solutions
We don’t believe in one-size-fits-all. Our accounting services are designed specifically to align with your business goals, offering personalized solutions that make managing your finances easier and more efficient.
Accurate Reporting
We pride ourselves on delivering precise financial reports on time, allowing you to make informed decisions without delay. Our focus is on accuracy and reliability, ensuring you always have the most up-to-date financial data.
Cost-Effective Services
We understand the importance of managing costs while growing your business. Our affordable accounting services provide excellent value without compromising on quality.
Transparency
We believe in open, honest communication. From regular updates to clear, understandable reports, we ensure you’re always informed and confident about your financial situation.
Focus on Growth
When you choose us, we handle the compliance so you can focus on what matters most—growing your business. With clear financial insights, you’ll have the confidence to make decisions
Other services
We Don’t Sell Services.
We Build Financial Systems.
Bookkeeping
Our bookkeeping services are one part of our all-inclusive CFO-level financial management system, designed to give you control, reduce tax burdens, and build a more profitable business. We don’t just categorize transactions — we help you make smarter decisions every month.
Tax Planning
Our tax planning and preparation services help you minimize your liabilities and ensure timely compliance. We analyze your financial situation to identify tax-saving opportunities and guide you through every step of the filing process. With our expert tax services.
Payroll Management
Managing payroll can be time-consuming and complex, but with our payroll management services, we handle everything from calculating employee wages to tax deductions and compliance. Our team ensures that your employees are paid accurately and on time.
Easily Simplify Your Finances
We specialize in providing high-quality accounting services designed to simplify your financial management. With expert guidance and advanced techniques, we help you maintain accurate records and optimize your financial decisions
Your trusted partner in accounting services - we specialize in helping businesses and their entrepreneurs save time, stay compliant, and maximize their financial success.
Contact us today to simplify your financial management.
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