Small Business Tax Preparation

$250.00

$250- $450

Small business tax preparation is the process of preparing and filing tax returns for a business. Make sure that the business’s income, expenses, payroll, and required tax forms are reported accurately. It will be in compliance with IRS and state tax laws. Common schedules are be C, E, F.

(Not preparing partnership, corporation, or s-corporation at this time)

$250- $450

Small business tax preparation is the process of preparing and filing tax returns for a business. Make sure that the business’s income, expenses, payroll, and required tax forms are reported accurately. It will be in compliance with IRS and state tax laws. Common schedules are be C, E, F.

(Not preparing partnership, corporation, or s-corporation at this time)

Small Business Tax Return Quote Calculator

Base Price: $250

✔ Self-Employed Only (Schedule C, E, F)
✖ No Partnerships, Corporations, or S-Corporations

Includes:
Everything on the Individual Tax Return Preparation service
One schedule
One 1099-NEC / 1099-MISC / 1099-K
One state filing

Schedules (C / E / F)

Number of schedules: (+ $50 each after first)

1099-NEC / 1099-MISC / 1099-K

Number of 1099s: (+ $10 each after first)

Multi-State Filing

Number of states: (+ $25 each additional state)

Business Complexity

Inventory / COGS
Depreciation / Assets
Home Office
Vehicle / Mileage

Total Estimated Price

$250

* Final price capped at $450.

Tax Return Filing Process:

1. Introductory Call
-Complete Client Intake questionnaire
-Complete Household Member Dependents questionnaire
-All questionnaires above MUST be completed before the appointment start (NO exception, otherwise the appointment will be cancel and reschedule)
-Please set aside 1 hour to complete them.
-Discuss your tax information.

2. Agreement
-Sign the engagement agreement.
-Chose the payment option for your tax preparation fee:
-We have many flexible payment options and bank products to chose from.
-Buy now, pay later (Klarna, Afterpay, Zip, PayPal)
-Bank Products (Pay with your refund, refund advance loan - EPS Financial)

3. Gather documents
-Check the Resources page for a more detail checklist
-Digital documents MUST be uploaded on the Client Portal (DO NOT email, text, or send via social media messaging)
-Social Security cards, ITIN letters, Picture ID (include spouse)
-W-2, 1099, 1098, 1095
-Medical/dental/prescription expenses
-Charitable contributions
-Child/dependent care expenses
-Retirement contributions
-Teacher/aide/educator school supplies expenses
-Alimony payments
-Educational expenses
-Heath savings account (HSA) contributions
-Energy-efficient home items purchases
-Prior year tax return

4. Tax preparation
-Prepare your tax return on tax software.

5. Review & Sign
-Complete and sign the Due Diligence Questionnaire (if applicable).
-Review and sign your tax return.

6. File tax return
-Send to the IRS via mail or e-file.

7. Pay taxes (if applicable)
-Pay your taxes through your bank account, IRS direct pay, installment agreement, or mail payment to IRS.

8. Receive refund (if applicable)
-Check the status of your refund at: https://www.irs.gov/wheres-my-refund