Question 1

1. What documents do I need to provide for my business tax return?

Accepted Answer

You’ll need your bookkeeping records for the year, bank statements, payroll reports (if applicable), prior‑year tax returns, and any major financial documents such as loan statements or asset purchases. After booking, you’ll receive a checklist inside your secure client portal.

Question 2

2. Do you handle multi‑state business tax filings?

Accepted Answer

Yes. Multi‑state filing support is included starting at the $100K–$500K tier and increases with each revenue level. Additional states can be added if needed.

Question 3

3. What if my bookkeeping isn’t up to date?

Accepted Answer

A 12‑month bookkeeping review is included in every package. If you need cleanup or catch‑up work beyond that, we can add it as a service before filing.

Question 4

4. How do I know which tax package I need?

Accepted Answer

Your package is based on your annual business revenue. The comparison table above shows exactly what’s included at each level so you can choose the option that fits your business size and complexity.

Question 5

5. Do you work with nonprofits?

Accepted Answer

Yes. Nonprofit filings (Form 990, 990‑EZ, or 990‑N) are included starting at the $100K–$500K tier and available in all higher tiers.

Question 6

6. Are e‑file fees included in the package price?

Accepted Answer

E‑file fees are billed separately for all revenue tiers. These fees come directly from the tax software and vary based on the forms filed.

Question 7

7. What happens after I book my tax filing?

Accepted Answer

You’ll receive an email with your secure portal link, document checklist, and next steps. Once your documents are uploaded, we begin your review, prepare your return, and schedule your advisory session if included in your tier.

Question 8

8. Do you offer year‑round tax support?

Accepted Answer

Yes. Year‑round planning and quarterly strategy sessions are included in the $1M–$5M tier and can be added to any package as an upgrade.

Question 9

9. How long does the business tax filing process take?

Accepted Answer

Most returns are completed within 7–14 business days after all documents are received. Complex or multi‑state filings may require additional time. You’ll receive updates inside your secure client portal throughout the process.

Question 10

10. Can I upgrade my package if my business grows?

Accepted Answer

Yes. If your revenue or filing needs change, you can upgrade to the appropriate tier at any time. We’ll adjust your package so it aligns with your current business size and tax requirements.

Annual Revenue	$0-$100K	$100k-350K	$350K-$500K	$500K-$1M
Price	$400	$650	$850	$1150
Best For	Sole Proprietors, SM LLC	S-Corp, C-Corp, Non Profits, Partneships	Multi-State or comples businesses	High-revenue multi-state businesses
Entity Forms	Schedule C	1120S, 1120, 1065 990/990EZ/990N	1120S, 1120, 1065 990/990EZ/990N	1120S, 1120, 1065 990/990EZ/990N
Bookkeeping Review	Up to 12 months	Up to 12 months	Up to 12 months	Up to 12 months
Advanced Tax Review	-	-	Included	Included
IRS Notice Support	-	-	Up to 2 Notices	Unlimited
Tax Advisory	Basic	Annual Season	Annual Strategy Session	Quarterly Strategy Session
Multi-State Filing	1 State	1 State	2 States	3 States
K-1s Included	-	Up to 4	Up to 6	Up to 10
Accuracy Guarantee	✅	✅	✅	✅
Secure Portal Access	✅	✅	✅	✅
E-File Fee	Billed Separately	Billed Separately	Billed Separately	Billed Separately

Business Tax Advisory & Preparation — Virtual, Nationwide, Built for Growing Businesses

Proactive planning, accurate filings, and year‑round support for S‑Corps, Partnerships, LLCs, and Nonprofits.

Tax Filing Options for Every Stage of Growth

Compare what’s included in each package and choose the support level that fits your business.

All packages include secure portal access and IRS-Compliant fling

Secure client portal • IRS‑compliant filing • Maximum tax savings

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