Client intake

Business Tax Preparation

Tell us a few details about your business and we will send a written flat-fee quote before any work begins. We typically send your quote within one business day.

Your contact information

Full name *

Email *

Phone

State of residence *

How did you hear about us?

About the business

Business name *

Business entity type *

Industry

Year formed

Number of owners / K-1s *

Annual revenue *

How many state returns?

Bookkeeping and payroll

How are your books kept? *

Do you run payroll?

Prior-year information

Upload your prior-year business return (optional)

Upload securely →Encrypted file transfer. Never send returns by email attachment.

We review your prior-year return for missed deductions, credits, and tax-saving opportunities before finalizing your quote.

Your individual return

Would you like us to prepare your individual return, too? *

Business tax clients receive 20% off their individual return when both returns are prepared by us.

Anything else we should know?

Nothing is billed and no engagement starts until you approve a written flat fee.

Need a different service?

Individual Tax Preparation Fiduciary Tax Preparation Monthly Accounting & Advisory IRS & State Notice Resolution Tax Planning & Advisory