Taxes for Business Entities
Need a trusted tax expert with a personal touch? My goal is to help you understand your tax return and your overall financial picture, so you can confidently make informed decisions year-round.
Whether you’ve got a partnership, an S corporation, a C corporation, a trust or estate, or a nonprofit, I’m thrilled to offer you comprehensive tax services, hands-on support, audit protection, and future tax planning.
Ruby Plan
Preparation of your entity tax return
Secure communications and document storage on our encrypted client portal
Electronic signatures and filing (where available)
$1 Million Tax Audit Defense™
Starting at $750 (federal + state)
or $625 (federal only)
Sapphire Plan
Our most popular plan – everything in Ruby, plus:
Recorded video walkthrough of your tax returns
Reviewing and drafting a response to one letter from the IRS or a state tax agency per year
Two tax planning questions per year
End-of-year tax planning checkin
Starting at $950 (federal + state)
or $825 (federal only)
Emerald Plan
Our VIP experience – everything in Ruby, plus:
Live video call to walk through your tax return and answer questions
Reviewing and drafting a response to 2 letters from the IRS or a state tax agency per year
Quarterly checkins to answer tax questions and engage in tax planning
Starting at $1250 (federal + state)
or $1125 (federal only)
Additional fees may apply for the following scenarios:
EIN Application: $50
ITIN Application and document certification: $200
Additional state tax returns: $125 per state
Report of Foreign Financial Accounts (FBAR): $50 (up to 5 accounts, $10 per account thereafter)
Statement of Specified Foreign Financial Assets (Form 8938): $75
Cryptocurrency or other capital gains not reported on a form 1099-B: $100-$500 depending on volume
Issuing form 1099s to contractors: $15 per form
Printing and mailing: $10 handling charge plus actual postage costs
Streamlined Filing Procedures: click here for more information