Taxes for Business Entities

Looking for individual tax prep? Click here

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