The same stack, tuned to how you earn
An S-corp owner, a 1099 consultant and a surgeon with a side practice have very different tax lives. Here's what gets hard for each — and what we take off their plate.
For business owners
Run the company. We'll run the tax side of it.
What gets hard
- Two returns, two deadlines — business in March, personal in April
- Deciding what to pay yourself as salary versus distributions
- Books that are “mostly” right until someone needs them
- State filings multiplying as you hire or sell across lines
How we help
- Monthly books that tie out to your 1120-S or 1065
- A documented reasonable-salary figure and payroll setup
- K-1s and your personal return prepared together
- Nexus and multi-state filings on one calendar
For high-income contractors
No employer withholding. No problem.
What gets hard
- Guessing quarterly payments and paying penalties anyway
- Self-employment tax on top of income tax
- 1099s and payment-app forms that don't match your records
- Knowing which deductions will hold up if questioned
How we help
- Exact estimates each quarter, with safe-harbor protection
- A retirement plan that shelters far more than an IRA
- 1099 and 1099-K matching before we file
- Mileage and home-office records kept to audit standard
For professionals
A W-2 plus everything else, in one plan.
What gets hard
- Withholding that stops covering the bill once side income grows
- Equity, bonuses and investment sales landing in one year
- Deduction limits and phase-outs at higher incomes
- Rental property or a practice with its own books
How we help
- Withholding and estimate adjustments that close the gap
- Year-end planning before bonus and vesting dates
- Side-practice setup, from Schedule C to an S-corp
- One team for household, rentals and business
Or start with what just happened
Most people find us because of a specific moment. Pick yours.
“I got a letter from the IRS.”We decode it, confirm it is real and respond before the deadline.“I'm being audited.”We build your audit file and connect you with a partner CPA.“I'm behind on filing.”We get you current and set up a payment plan you can keep.“Should I be an S-corp?”We model it on your real numbers before you file anything.“I just went out on my own.”Estimates, books and a retirement plan from your first month.“I'm buying big equipment.”Time the purchase and pick the write-off that fits your year.
Your year, handled
The federal dates we track for you. When a date falls on a weekend or holiday, the deadline moves to the next business day.
- Jan 15Q4 estimated payment for the prior year
- Jan 31W-2s and 1099-NECs due to workers and the IRS
- Mar 15S-corp and partnership returns, and S-corp elections for the year
- Apr 15Individual and C-corp returns, plus the Q1 estimate
- Jun 15Q2 estimated payment
- Sep 15Q3 estimate and extended S-corp and partnership returns
- Oct 15Extended individual and C-corp returns
- Dec 31Last day for most year-end planning moves