Tax preparation built around year-round planning, not April panic.
Federal, state, and multi-state returns for sole proprietors, LLCs, S-corps, partnerships, and individuals. We file what last year owes — and tell you what next year can save.
Get a tax preparation & planning quote
We reply within one business day. No long contracts.
Most small business owners we meet have one thing in common: they only hear from their tax preparer in February. That is too late. By the time the books are closed and the return is on the desk, the decisions that would have saved real money — entity election, owner-comp split, retirement contributions, equipment timing — are already locked in by the calendar.
We do tax differently. The return itself is the deliverable, but the work happens all year. We talk in Q3 about what the year is shaping up to look like, run projections, and tell you what to do before December 31. The result is fewer surprises, a smaller tax bill, and an April that feels like paperwork rather than panic.
What we file
- Form 1040 with Schedule C, E, and K-1 attachments for sole proprietors, rental property owners, and pass-through partners.
- Form 1120-S for S-corporations, including reasonable-comp analysis and shareholder K-1 distribution.
- Form 1065 for partnerships and multi-member LLCs.
- Form 1120 for C-corporations, including consolidated returns where applicable.
- State and multi-state returns — we handle apportionment for businesses operating across CO, NM, WY, KS, and beyond.
- Form 941, 940, W-2s, and 1099s for payroll-tax filings and contractor reporting.
- IRS notices and correspondence — if you receive a CP2000, CP14, or audit letter, we respond on your behalf.
How year-round planning actually works
Quarterly tax planning is included for clients on a monthly bookkeeping engagement. Each quarter we run a projection based on your year-to-date P&L and tell you three things: what your federal and state liability looks like at current pace, what changes (good or bad) we need to react to, and what specific actions to take before quarter-end. The most common moves we recommend:
- Adjust owner salary on an S-corp to hit reasonable-comp targets without overpaying SE tax.
- Time large equipment purchases to capture Section 179 or bonus depreciation in the right year.
- Front-load or defer SEP-IRA / Solo 401(k) contributions based on income variability.
- Restructure rental income or self-rental arrangements to handle passive-activity rules.
Pricing
| Return type | Typical fee |
|---|---|
| Individual 1040 (W-2 only) | $250 – $400 |
| 1040 + Schedule C (sole proprietor) | $400 – $700 |
| 1040 + Schedule E (rental property) | $450 – $850 |
| S-corp (1120-S) + shareholder 1040 | $1,200 – $2,500 |
| Partnership (1065) + partner K-1s | $1,200 – $2,800 |
| Multi-state return (per additional state) | +$150 – $400 |
We bill hourly, with the estimate agreed up front after a 20-minute discovery call — no surprise add-ons. The ranges above are what most clients pay for each return type.
A general contractor we onboarded in late 2024 had been operating as a single-member LLC for six years. After running the projection, we elected S-corp status retroactively to Jan 1, set a reasonable owner salary of $72,000 against $185,000 net, and moved the rest as distribution. The 2024 federal SE-tax savings alone covered our fee 4x over.
If you only need a return filed and you have a simple W-2 + Schedule C, a once-a-year engagement is fine.
If you have an S-corp, multi-state activity, or net income above $80,000, monthly bookkeeping + quarterly tax planning will save more than it costs.
If you have an open IRS notice, call us first — those have hard response deadlines.
Stop paying taxes on numbers nobody planned for.
A return prepared in March can only report what already happened. Year-round planning is what changes the bottom line. Get a quote for next year, today.
Frequently asked questions
How early should I start tax prep?
If you are an existing client on a monthly engagement, we begin year-end planning in October and start drafting the return as soon as your December books close (mid-January). For new clients, the earlier the better — even a January discovery call gives us time to catch year-end issues before they become expensive.
Can you handle multi-state returns?
Yes. We file in Colorado, Wyoming, New Mexico, Kansas, Texas, California, New York, and most other states regularly. For business returns, we apportion revenue, payroll, and property correctly and handle nexus questions if you crossed an economic-nexus threshold.
What if I get an IRS notice?
Send it to us the day you receive it. Most CP-series notices have a 30-day response window. We draft the response, attach supporting documents, and submit on your behalf. If the notice escalates to an audit, we represent you through the engagement.
Do you do extensions?
Yes — and an extension is not a red flag. Extensions are a normal tool to give us time to do the return correctly, especially when K-1s from outside investments are slow to arrive. An extension gets you more time to file; it does not extend the deadline to pay, so we still calculate and remit estimated taxes by the original due date.
Are you a CPA?
No. We are a small business accounting firm. For audited financial statements or formal attestation that requires a CPA signature, we partner with credentialed CPAs and can refer you. For tax prep, planning, and IRS correspondence, no CPA designation is required.
Most clients use four of these together.
Bookkeeping
Monthly books, reconciliation, A/P, A/R
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Run payroll, file taxes, year-end W-2/1099
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Cash flow, forecasting, pricing, growth
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LLC, S-corp, EIN, registrations
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In-office and mobile notary
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