Tax Year 2023 Services

March 15, 2024

Business Tax Deadline

April 15, 2024

Individual Tax Deadline

Business Tax Services

Business Tax Services

Partnerships and S-Corps

We’ll file the federal partnership return (1065) or S-Corp return (1120S) for your business. If your state or city requires a filing as well, that’s included at no extra charge.


If your business doesn’t use accounting software, if you’ve been unable to reconcile the cash accounts, or if for any other reason you can’t provide us with financial statements we’ll help prepare those for you first. Additional fees apply.

Individual Tax Services

Single-Member LLCs & Sole Proprietors

If you operate a business using your Social Security Number, are a single-member LLC that has not elected another method of taxation, or have received any 1099 income you will need a Schedule C prepared and included with your Form 1040.

IRS Form 1040

If you just have W2 income and don’t own your own business, you’ve come to the right place. We can usually complete these types of returns within the week, so if time is running out, don’t worry.

Individual Tax Services
Business Tax Services

Annual Tax Advising Program

Optional Add-on with all Returns filed

When purchasing your tax return preparation package, ask about adding on advisory services. Services include calculation of future year estimated tax payments, and access to tax planning appointments during the year to come all for one flat fee.

Retirement Planning

While we don’t tell you what to invest in, we do help you figure out when it’s best to pull out your investment income, navigate the requirements and tax consequences, and explain what investment accounts are available to you. Have a financial planner? We're happy to have joint meetings with them and you. 

Here's what you can expect:

While we may be based in the same city as you (Cleveland, OH), we work 100% virtually! We’ve fine-tuned a super streamlined process to get your return(s) done fast and accurately. All tax services are offered by qualified, certified professionals (EAs or CPAs) that can fully represent you before the IRS.
After an initial phone call, we’ll create you an account on our web portal. Inside our web portal you can sign our engagement letter and upload any documents you need to provide. When your return is finished, it will be placed in the web portal for your review along with the e-file authorization signature page for your digital signature.

Have more questions?

We’re here to help!
Business Tax Return Deposit
Business Tax Return Deposit
Business Tax Return Deposit
Business Tax Return Deposit