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Business Tax & Compliance

Prepare business tax returns using reconciled books, asset schedules, and ownership records.

Online service across all 50 states

Business Tax & Compliance planning and financial review

What this service is

Business tax and compliance covers every tax obligation a company has, handled by one team: the annual federal and state income tax returns, sales tax and multi-state filings, planning during the year to reduce the bill, specialty credits such as the R&D credit, and responding when the IRS or a state sends a notice. Instead of a preparer, a bookkeeper, and a separate notice service each seeing part of the picture, one CPA team keeps your books, payroll, owner decisions, and filings consistent with each other.

Forms & documents involved

Form 1120 / 1120-S / 1065Schedule K-1State income and franchise returnsSales tax returnsForm 6765 R&D creditEstimated tax vouchers

What we actually do

Prepare federal and state business returns

File Form 1120, 1120-S, or 1065 with state returns and owner K-1s.

Annually

Plan before year-end

Model income, deductions, owner pay, and equipment purchases while there is still time to act.

Quarterly

Manage estimated payments

Calculate quarterly federal and state estimates so there are no underpayment penalties or surprises.

Quarterly

Handle sales tax and multi-state filings

Track nexus and file sales, franchise, and state income tax wherever you operate.

Monthly to annually

Claim credits and incentives

Identify and document the R&D credit and other credits your activity qualifies for.

Annually

Respond to notices

Answer IRS and state letters and represent you if a return is examined.

As needed

Prices by scope

Compare the work included at each price. Your final scope and fee are confirmed in writing before work begins.

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ScopeFee
S-Corp / Partnership Return (1120-S / 1065)

Per return, per entity, per year.

From $780
  1. SmallUnder $250K revenue, books in good order, one state
    $780
  2. Established$250K–$1M revenue, up to 2 states, fixed assets
    $1,180
  3. Complex$1M–$5M revenue, inventory, 3+ states or 6+ partners
    $1,780
  4. LargeOver $5M revenue, special allocations or tiered entities
    From $2,680
C-Corp Return (1120)

Per return, per entity, per year.

From $880
  1. SmallUnder $250K revenue, one state
    $880
  2. Established$250K–$1M revenue, up to 2 states
    $1,380
  3. Complex$1M–$5M revenue, NOLs, credits or 3+ states
    $2,080
  4. LargeOver $5M revenue or consolidated group
    From $3,180
Additional State Business Return

Added to the base federal return price.

From $160 per state
  1. SimpleAllocation only
    $160 per state
  2. ApportionedFull apportionment or composite return
    $290 per state
Sales Tax Nexus Review

One-time review across your current states of activity.

From $620
  1. Up to 10 statesOne sales channel
    $620
  2. 11+ statesMultiple channels or marketplaces
    $1,080
Sales Tax Registration & Filing Setup

One-time registration; recurring filing quoted separately by frequency.

From $180 per state
  1. StandardOnline registration in one state
    $180 per state
  2. Local registrationsHome-rule cities or county permits
    $290 per state
R&D Credit Study & Documentation

Scales with qualifying wage and expense volume.

From $1,680
  1. SmallUnder $500K qualified expenses
    $1,680
  2. Mid-size$500K–$2M qualified expenses
    $3,480
  3. LargeOver $2M or multiple business components
    From $5,800
IRS/State Notice Response

Simple notices; escalated audit representation quoted separately.

From $320 per notice
  1. SimpleOne automated notice, records on hand
    $320 per notice
  2. With documentationRecords gathered and reconciled
    $620 per notice

This category page spans several distinct filings and specialty services. Prices are per item, not a bundle, see Business Tax Advisory and Tax Planning below for the recurring advisory side of this category.

What You Get

Business Tax Advisory

Quarterly planning support for entity decisions, owner compensation, estimated taxes, and timing moves before deadlines close.

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Tax Planning

Year-round modeling for deductions, income timing, distributions, compensation structure, and material business decisions.

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Tax Compliance & Preparation

Business return preparation aligned to the actual books, planning decisions, and filing posture of the entity.

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S-Corp, C-Corp, and 1065 Filings

Entity-type-specific return support for closely held businesses, partnerships, and corporate operators.

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Sales Tax and Multi-State Support

Nexus review, SALT exposure, registration sequencing, and recurring filing support across expanding footprints.

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R&D Credit and Specialty Tax Work

Readiness, documentation, and credit-positioning support where technical credits or specialized planning matter.

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IRS Notice & Resolution

Audit-response coordination, penalty-abatement support, and strategic handling of notices or payment issues.

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  • Quarterly tax action plan and priority map
  • Return preparation and filing roadmap
  • State, specialty, and entity-level exposure summary
  • Notice-response and issue-resolution guidance

When this service may fit

  • You are making owner compensation, distribution, or reinvestment decisions without recurring tax guidance
  • You have state, specialty, or notice issues that keep surfacing outside the normal filing cycle
  • Tax planning, bookkeeping, and payroll are no longer moving in sync
  • Your business needs one tax framework instead of multiple isolated CPA tasks

Need help getting your books ready for tax season?

A return is only as good as the books behind it. Add bookkeeping and we prepare the return from reconciled numbers.

Business Tax & ComplianceThis service
From $780
BookkeepingReconciled books every month, so returns and plans start from real numbers.About this service
From $290/month
Tax PlanningQuarterly planning so decisions are made before year-end.About this service
From $620
Multi-State Business Tax ComplianceState returns, nexus and PTET where you do business.About this service
From $720

How It Works

1

Current entity and filing review

Confirm entities, filing history, ownership changes, and the federal, state, and local returns included in the engagement.

2

Tax-risk and opportunity mapping

Reconcile accounting income to tax records and gather asset, payroll, financing, and owner transaction schedules.

3

Planning and compliance sequencing

Prepare and review the returns, explain material positions, and request management approval and filing authorization.

4

Ongoing execution through filing cycle

Deliver the filing package and payment calendar, identifying unresolved notices or planning questions for follow-up.

Your Role

Provide complete records, disclose significant transactions, and approve the return and payments. Tell us about ownership, activity, or address changes.

Service Scope

Annual compliance does not automatically include bookkeeping cleanup, all jurisdictional registrations, amended returns, or year-round advisory. Those items are agreed separately.

Start Business Tax & Compliance online

Choose the closest scope and send your request online. We’ll confirm the final work and fee in writing before anything begins.

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Frequently Asked Questions

No. This category is designed to connect planning, filing, and issue resolution across the full year.