Tax Services

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All tax services are provided by our tax partner, Hogberg Tax, and include the following:

• Tax Preparation for Businesses (Plan-Based & On-Demand): Annual federal and state tax return preparation based on bookkeeping records
• Tax Preparation for Individuals (Plan-Based & On-Demand): Federal and state tax return preparation using provided financial information

• Quarterly Tax Planning: Strategic tax planning sessions to minimize tax liabilities
• One-Time Tax Planning Session: A 90-minute consultation to review tax strategies
• Year-End Tax Planning: Optimizing tax positions before the year closes
• Quarterly Tax Planning + Entity & Individual Tax Preparation: Comprehensive tax planning with business and personal tax preparation

• S-Corp Election Services: Assistance with eligibility, filing, and payroll setup
• S-Corp Status Suitability Evaluation: Assessment of benefits and timing of an S-Corp election
• Business Entity Selection: Guidance on choosing the right structure and apply for EIN
• Payroll Configuration Services: Payroll setup and compliance support

• IRS Account Investigation (Transcript-Based & Express) – Analysis of IRS records to determine compliance status
• Tax Debt Resolution Consultation – Review of tax liabilities and resolution strategies
• Tax Penalty Abatement Advocacy – Research and request submission for penalty relief

• Reasonable Compensation Analysis – Ensuring IRS-compliant salaries for S-Corp owners & nonprofit executives
• Multi-State Tax Filing – Assistance with tax obligations across multiple states
• Payroll Tax Compliance – Ensuring compliance with federal and state payroll tax regulations
• Audit Representation – Professional representation in IRS audits