Tax Compliance Only (TCO)
Timely, accurate federal, state, and local tax return filing.
Every engagement begins with a defined scope of work — so you always know what you are getting and what it costs.
Timely, accurate federal, state, and local tax return filing.
Year-round proactive planning, projections, and consultations alongside compliance.
Engagements scoped to your specific needs — combining accounting & bookkeeping, business management, attest & drafting, and tax controversy & representation.
An honest assessment of mutual fit comes before any engagement letter is signed.
Book time with us to introduce your situation, your entities, and what you are looking for in a firm.
Schedule NowWe review your needs in depth, assess mutual fit honestly, and define a clear scope of work.
We document the engagement in writing — scope, deliverables, and pricing — and get to work.
The Client ProcessOnce we are engaged, the relationship follows a deliberate annual rhythm. Switch between the two paths to see what each looks like, and tap any milestone for the detail.
Federal 1040-ES and the corresponding state estimate. Final installment for the prior tax year.
Coordinate on closing entries and position for current-year tax return assembly. The cycle repeats each year.
Questionnaire and document checklist delivered. All source documents, K-1s, and supplemental schedules are due back within 30 days.
Federal 1120-S or 1065 and the corresponding state returns. K-1s issued to owners. If extended, the deadline moves to September 15.
Where the corresponding state offers a pass-through-entity (SALT-cap workaround) election and it benefits you, it is made on the original return, with any required installments scheduled for the year.
Federal 1040 and the corresponding state return. If extended, the deadline moves to October 15.
Federal 1120 and 1041, with the corresponding state returns, as applicable. C-corp extended → Oct 15; trust extended → Sep 30.
Federal and corresponding state individual and corporate estimates due.
Review Q1 financials and build full-year income scenarios to surface planning levers ahead of the June session — the corresponding state’s SALT-cap workaround election (if applicable), income deferral, expense acceleration, credits and incentives, and other tax-mitigation strategies. Requires current, reconciled bookkeeping.
Federal and corresponding state individual, corporate, and SALT-cap-workaround estimate schedules calculated from current-year projections and delivered before the June 15 deadline.
Client meeting. Review projections, entity structure, officer compensation, and retirement timing, and weigh the corresponding state’s SALT-cap workaround election (if applicable) alongside income deferral, expense acceleration, credits and incentives, and other tax-mitigation strategies. Strategy ideation; written projections memo delivered.
Federal and corresponding state individual and corporate estimates due.
Where the election applies, the required prepayment is scheduled per the corresponding state’s rules.
Behind-the-scenes work. Strategies approved in the June session are executed: entity and compensation adjustments, retirement plan establishment, election preparation, and payment scheduling.
Review Q2 financials and update full-year projections with six months of actual data. Requires current, reconciled bookkeeping.
Client meeting. Review six months of actuals and revised projections, evaluate mid-year implementation results, and refresh the plan — the SALT-cap workaround (if applicable), income deferral, expense acceleration, credits, and other mitigation levers for the second half of the year.
Revised federal and corresponding state estimate schedules delivered before the September 15 deadline; state installment timing for the quarter is reviewed and reflected.
Federal 1120-S or 1065 and the corresponding state returns.
Federal individual and corporate estimates due; state installment timing may differ this quarter.
Federal 1041 and the corresponding state return, as applicable.
Client meeting. Year-end strategy: retirement contributions, asset purchases, charitable giving, loss harvesting, Roth conversion analysis, and distribution and bonus timing, plus the SALT-cap workaround (if applicable), income deferral, expense acceleration, and credits. Year-end action agenda set with amounts and deadlines.
Federal 1040 and the corresponding state return. Federal 1120 and the corresponding state return, as applicable.
Behind-the-scenes work. Strategies set in the October session are modeled and staged: elections and paperwork prepared, custodians coordinated, and transactions queued for December.
Final corporate estimate schedules for the Dec 15 deadline, individual Q4 estimate schedules for the Jan 15 deadline, and the SALT-cap workaround remaining payment calculated, if applicable.
Client meeting. Final review of modeled outcomes; confirm and approve all year-end moves before December 31.
Approved moves executed: retirement contributions, asset purchases, charitable gifts, elections, Roth conversions, loss harvesting, and distribution timing.
Federal 1120-W and the corresponding state corporate estimate — final installment.
Final workaround payment computed on actual income and paid before year-end to accelerate the state deduction into the current year, where applicable.
Last day for Section 179 property placed in service, charitable contributions, and all other current-year tax moves.
This is an illustrative example to set a visual of what to expect; specific needs require adjustments. Dates reflect a typical year and shift for weekends, holidays, and filing-season changes, governed by your engagement letter and your specific needs.
Every engagement begins with a clear understanding of your needs, an honest assessment of mutual fit, and a defined scope of work.