Proactive tax planning and strategy for individuals and S-Corporation owners.

Service options:

Year-round email and phone support

Quarterly tax planning / estimated tax payment calculations and reminders

Entity structure optimization (S-Corp election, reasonable compensation analysis)

Retirement plan tax strategy (SEP-IRA, Solo 401k, etc.)

Expense categorization and deduction optimization

Multi-year tax projection and scenario modeling

Making sure your compliant with LLC adminisrative requirements

Reach out for a Quote

Individual tax includes preparation and filing of Form 1040, applicable schedules (A, C, E, etc.), and state returns. Additional complexity is priced accordingly. Local and first responder discounts are available to individual returns.

All tax preparation clients receive quarterly estimated tax calculations, basic tax planning consultation, and year-round support for tax-related questions.

Business returns (S-Corp, Partnership, LLC) are quoted separately based on transaction volume and entity structure.

Minimum $500 for Individual

Minimum $750 for Individual with small business (Schedule C, LLC, etc)

Minimum $1,800 for S-Corporations

“But I only have a W-2!”

Inquire about our affordable no-frills option for simple returns (Starting at $250)

Preparation of Unfiled Income Tax Returns

Penalty Removal or Reduction

Offers in Compromise

Payment Plans

Financial Hardship Plans

Wage Garnishment/Bank Levy Releases

Audits and IRS Appeals

Reach out for a quote

Offering partnered bookkeeping services with The Lone Cactus Bookkeeping located in Apple Valley, CA. Get everything done in one place with CPA oversight and less juggling in your business.

Minimum $300 per month