Tax Filing & Preparation
For Small Business Owners Who Need It All Done Right
Our ideal client is a small business owner who needs both their business tax return and their personal 1040 return prepared. Because we already partner with you on Profit First implementation and monthly bookkeeping, we have everything needed to prepare your returns efficiently, accurately, and with the full picture of your business in mind.
Why This Matters
No more scrambling at tax time – your books are clean, reconciled, and ready.
We already know your numbers – revenue, direct costs, and OpEx – because we help you manage them throughout the year.
Our Profit First approach ensures your financials are already structured for clarity, making tax prep smoother and faster.
What’s Included in Our Tax Filing Services
Preparation and filing of business income tax returns (Corporation, Partnership, or Schedule C).
Preparation and filing of your individual 1040 return.
State tax returns, if required.
Tax workpaper set prepared from your bookkeeping records to support your filings.
Guidance on estimated taxes and planning for the next year.
The Difference We Offer
Unlike most tax preparers, we don’t just show up once a year. Because we’re involved month-to-month with your business, your records are accurate and organized, so tax filing becomes a byproduct of good financial management – not a stressful scramble.