Three Service Levels

Business Tax Services

Comprehensive tax compliance and strategic planning for businesses of all sizes

Business Taxes - Planning & Filing

Navigate complex business tax regulations with confidence. Our business tax services cover everything from startup formation to ongoing compliance for established enterprises. We provide strategic tax planning that helps minimize your business tax burden while ensuring full compliance with all regulations.

Business Tax Services:

✓Corporate Tax Returns: C-Corp, S-Corp, LLC, and Partnership returns
✓Multi-State Tax Compliance: Complex filing requirements across multiple jurisdictions
✓Sales Tax Management: Registration, filing, and compliance across states
✓Payroll Tax Services: Federal and state payroll tax compliance and filing
✓Tax Planning & Strategy: Year-round planning to optimize tax position
✓Entity Selection: Guidance on choosing the right business structure
✓R&D Tax Credits: Identification and claiming of research and development credits
✓Tax Credit Analysis: Maximizing available federal and state tax credits

Schedule Business Tax Consultation

Three Levels of Business Tax Services

Choose from Basic Tax Compliance, Advanced Tax Services, or Strategic Tax Advisory levels designed to match your business complexity and tax planning needs.

BASIC TAX COMPLIANCE

Essential Level

Best suited for:

Single entity businesses, sole proprietorships, simple LLCs/S-Corps

Local operations only with standard business activities

ADVANCED TAX SERVICES

Professional Level

Best suited for:

Multi-entity structures, growing businesses, multi-state operations

Complex transactions and industry-specific needs

STRATEGIC TAX ADVISORY

Enterprise Level

Best suited for:

Large enterprises with international operations and complex ownership structures

M&A activity and regulatory industries requiring strategic tax guidance

Service Category	BASIC TAX COMPLIANCE Essential Level	ADVANCED TAX SERVICES Professional Level	STRATEGIC TAX ADVISORY Enterprise Level
Tax Return Preparation	✓Federal business returns ✓Single state filing ✓Basic Schedule K-1s ✓Simple depreciation ✓Standard deductions/credits	✓All basic return services ✓Multi-state returns ✓Complex entity structures ✓Advanced depreciation methods ✓Research & development credits ✓Industry-specific provisions	✓All advanced services ✓International tax returns ✓Consolidated returns ✓Transfer pricing documentation ✓Foreign reporting requirements ✓Complex partnership allocations
Tax Planning & Strategy	✓Annual tax projections ✓Basic entity selection advice ✓Simple timing strategies ○Limited strategic planning	✓Quarterly tax planning ✓Entity restructuring analysis ✓Section 199A optimization ✓State tax planning strategies ✓Equipment purchase timing ✓Succession planning integration	✓All advanced planning ✓Multi-year tax strategies ✓International tax planning ✓M&A tax structuring ✓Global tax optimization ✓Legislative change planning
Compliance & Deadlines	✓Annual return filing ✓Extension requests ✓Basic estimated payments ✓Single state compliance	✓All basic compliance ✓Multi-state registrations ✓Complex estimated payments ✓Quarterly compliance calendar ✓Sales tax consulting ✓Payroll tax optimization	✓All advanced compliance ✓International compliance ✓Transfer pricing studies ✓Global minimum tax compliance ✓Multi-jurisdictional coordination ✓Regulatory reporting
Audit Support & Representation	✓IRS correspondence response ✓Basic audit support ✓Document preparation ○Limited representation scope	✓Full IRS representation ✓State audit defense ✓Multi-year audit management ✓Appeals process representation ✓Settlement negotiations	✓All advanced representation ✓Large case audit management ✓International audit coordination ✓Tax court litigation support ✓Multi-agency coordination ✓Advance pricing agreements
Specialized Services	○Limited specialized services ✓Basic depreciation studies	✓Cost segregation studies ✓R&D credit studies ✓Tax credit optimization ✓Like-kind exchange planning ✓Employee benefit plan tax	✓All advanced specializations ✓International structuring ✓Transfer pricing analysis ✓Tax-efficient reorganizations ✓Cross-border transactions ✓Private letter ruling requests
Communication & Support	✓Annual tax season meetings ✓Email support during preparation ✓Basic deadline reminders	✓Quarterly planning meetings ✓Year-round consultation access ✓Proactive tax law updates ✓Legislative alert notifications ✓Strategic decision support	✓Monthly strategic consultations ✓Priority access to tax team ✓Executive-level reporting ✓Board presentation support ✓Multi-advisor team coordination ✓Real-time decision support

Optimize your business tax strategy

Contact us for a comprehensive tax assessment to determine the right service level for your business complexity and goals.

Schedule Tax Consultation

Frequently Asked Questions

Our business tax service levels are designed to match your tax complexity and strategic planning needs. Choose the service option that best fits your business situation.

Talk to Joe — your trusted expert CPA!

Let my 30+ years of wisdom and expertise work to maximize tax benefits and set your business up for success. Book a free consultation with me to discuss your needs and goals so you can decide what's best for you.

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Business Tax Services

Business Taxes - Planning & Filing

Business Tax Services:

Three Levels of Business Tax Services

BASIC TAX COMPLIANCE

Best suited for:

ADVANCED TAX SERVICES

Best suited for:

STRATEGIC TAX ADVISORY

Best suited for:

Optimize your business tax strategy

Frequently Asked Questions

How much will my business tax return cost?

Can you help my business save money on taxes?

Do you provide audit support and IRS representation?

Do you have experience with my type of business?

How do you handle multi-state tax compliance?

What ongoing support is included with each service level?

Talk to Joe — your trusted expert CPA!