Tax preparation & planning
A plan in November,
not a bill in April.
Business and personal returns prepared by the partner who planned them. You know the number months before it is due.
From $1,200 / year
1,100+ returns filed last season
What's included
Everything a return needs, and the year around it.
We prepare federal and state returns for owners, their families and their businesses, and we plan the year before it ends, when there is still time to change the number.
✓
Federal and state returns, e-filed
✓
Quarterly estimates calculated and calendared
✓
A planning call every November
✓
IRS and state notices answered, included in the fee
How a tax year runs
1
November
Planning call: income so far, moves worth making before December 31.
2
January
Your document checklist arrives in the portal, personalised to last year.
3
March
Draft return, reviewed with your partner on a call.
4
April
Signed and filed. Next year's estimates go on your calendar.
Quarterly tax estimate
What to set aside each quarter
Two quick estimates from the figures you already know. Your partner confirms both at the first consultation.
Tax fees
Fixed per year. Your letter sets the figure before we start.
Personal
$1,200
/ year
One household, federal and one state.
1040 with schedules
Quarterly estimates
November planning call
Notice response included
Owner
Most chosen
$2,900
/ year
Your business return and your personal return, planned together.
1065 or 1120-S and your 1040
K-1s for every partner
Reasonable-salary review
Two planning calls a year
Additional states $250 each. Prior-year returns quoted on scope.
★★★★★
I moved from an S-corp I didn't need to one that saves me eleven thousand a year. They raised it in November, not April.
James Hollis
Hollis Street Tailoring · client since 2021
Questions clients ask
What do I need to send you?
Your portal checklist lists it, personalised to last year's return. Most clients upload everything in January.
Can you file an extension?
Yes, and we plan the payment with it. An extension moves the filing date, not the date you owe.
Do you handle IRS notices?
Yes. Responses to notices on returns we prepared are included in the fee.
Do you prepare prior-year returns?
Yes. We quote them on scope after we see what's missing.
Free tax consultation
Talk to a tax partner.
Bring last year's return and your questions. You leave with a written scope and a fixed fee, whether or not you hire us.
What to bring
✓
Last year’s federal and state returns
✓
Recent bank and card statements
✓
Any IRS or state notices you have received
Eleanor Ashcombe
Managing partner · takes most first consultations
Tell us about your business
A partner replies within one business day.
CPAs for owner-run businesses and the families behind them.
118 West 27th Street, New York
21 Church Street, Montclair