Business tax and advice

Business tax, planning and advice in plain English

Filing on time is the minimum. We help you plan ahead so tax isn’t a surprise, choose the right business structure, and understand what your numbers are telling you.

A bakery owner checking figures on a tablet beside a cake on the counter of a bright shop.
  1. 01

    Business returns

    Returns for sole proprietors, LLCs, partnerships, S corporations and C corporations, plus state filings.

  2. 02

    Tax planning

    A planning call before year-end, so decisions about equipment, retirement contributions and owner pay are made while they still count.

  3. 03

    The right structure

    Sole proprietor, LLC or S corporation? We run the numbers for your situation and explain the trade-offs.

  4. 04

    Part-time CFO

    Cash-flow forecasts, pricing, hiring and loan applications: the kind of financial advice a bigger company would have in-house.

How pricing works

One fixed fee, agreed before we start.

After the free consultation you get a written quote for exactly what you need. No hourly billing, and no extra charge for a quick question by email or phone.

See starting prices

Questions

Business tax and advice: common questions

Should I be an S corporation?

Sometimes. It can save self-employment tax once profits are high enough, but adds payroll and paperwork. We’ll run the numbers for you at the consultation.

Do you help with sales tax?

Yes, we set up and file sales tax for the states you sell in.

Can you help me get a business loan?

We prepare the financial statements and projections lenders ask for, and help you understand the terms you’re offered.

Get your books squared away.

A free 20-minute call, then a fixed price in writing. No hourly meter, and no judgment about the shoebox.