Small Business Tax Compliance
Your business taxes, managed throughout the year.
Quarterly estimates, annual filings, schedule preparation, and agency correspondence — handled on your behalf so you can focus on running the business rather than keeping up with what it owes.
What this service delivers
Ongoing compliance without the ongoing stress.
Running a small business involves enough moving parts without tax compliance becoming one more thing to monitor. This service takes the compliance side of that off your plate — quarterly estimated payments, the annual filing itself, and the correspondence with tax agencies that sometimes follows — all handled by someone who knows your business's numbers.
Each engagement begins with a review of your current structure and prior filings, so the work is grounded in context rather than starting from scratch. By the end of the year, you have a complete set of filings, reconciled records, and advisory notes you can carry forward.
What you walk away with
- Quarterly estimated tax payments managed and submitted
- Annual business tax return with all required schedules
- Income and expense reconciliation across the fiscal year
- Agency correspondence handled on your behalf
- Year-end advisory notes with observations for the period ahead
- Ongoing support for questions throughout the fiscal year
Where small business tax compliance tends to get difficult
An honest look at what makes this harder than it appears.
Quarterly deadlines that arrive quickly
Estimated payments are due four times a year. Missing one — or calculating it incorrectly — tends to create complications that compound over the rest of the year rather than resolving cleanly.
Schedules and forms that vary by structure
A sole proprietor, a partnership, and a small corporation each file differently. The specific schedules required depend on how the business is structured — and getting that wrong creates more work to untangle than it saves at the outset.
Correspondence that needs a considered response
Letters from tax agencies have a way of arriving at inconvenient moments and prompting questions a busy owner isn't prepared to answer alone. Responding incorrectly — or not at all — tends to make things more complicated.
How this service addresses each of those challenges
A practical breakdown of what gets done and how.
A review of your structure and prior filings first
Every engagement begins with an understanding of how your business is set up and what's been filed previously. This prevents repeating past approaches that weren't quite right and helps identify anything that should be handled differently going forward.
Quarterly estimates calculated and submitted on schedule
Based on your income and expense picture, estimated payments are calculated each quarter and submitted on time. You're not tracking deadlines or working out figures — that's part of what this service handles throughout the year.
Income and expense reconciliation before the annual filing
Before the annual return is prepared, the year's income and expenses are reconciled against your records. This step ensures the return reflects what actually happened rather than what was estimated, and surfaces any discrepancies before they become a problem.
All required schedules prepared in full
The annual filing includes preparation of all schedules appropriate to your business structure — profit and loss, self-employment tax, depreciation, and others as applicable. Nothing is left off because it was inconvenient to include.
Agency correspondence managed directly
If a tax agency sends a notice, requests documentation, or initiates any kind of correspondence, we handle the response. You're made aware of what's happening and what was sent, but you're not the one navigating the back-and-forth.
Year-end advisory notes with practical observations
At year-end you receive written notes covering observations from the fiscal year — things to consider as you move into the next one. These aren't generic recommendations; they're specific to what your business's numbers actually showed.
What working together throughout the year looks like
A practical picture of how the engagement unfolds.
Onboarding and review
We start with your business structure, prior returns, and a review of how income and expenses have been recorded. This grounds everything that follows in accurate context.
Quarterly check-ins
Each quarter, estimated payments are calculated based on your current figures and submitted on schedule. You're notified when this is done and what was paid.
Annual return preparation
At year-end, income and expenses are reconciled, all schedules prepared, and the return reviewed with you before submission. You see everything before it's filed.
Ongoing availability
Between milestones, questions are welcome and agency correspondence is handled as it arrives. You don't wait until year-end to raise something that's come up mid-year.
The investment
What this engagement costs and what it covers in full.
This fee covers the full fiscal year of compliance work — from onboarding through the annual filing and year-end advisory notes. Quarterly estimated payments, schedule preparation, reconciliation, and agency correspondence are all included. There are no additional charges for questions raised during the engagement period.
What's included
- Initial review of business structure and prior filings
- Four quarterly estimated tax payment calculations and submissions
- Annual return with all required schedules prepared and filed
- Income and expense reconciliation for the full fiscal year
- Agency correspondence handled throughout the year
- Year-end written advisory notes
- Ongoing support for questions raised during the engagement period
What the results framework looks like
How progress is measured and what realistic outcomes look like.
4×
Quarterly check-ins to keep estimated payments current and on schedule
1 day
Response time for questions and correspondence during the engagement
8 yrs
Of small business compliance experience informing the approach
Year-end
Written advisory notes covering the past year and the period ahead
Success in this engagement isn't measured by a single filed return. It's the absence of missed deadlines, accurate quarterly payments that avoid surprises at year-end, and a clear record of what was filed and why. The advisory notes at year-end give you something concrete to work from as you make decisions in the period ahead.
Our commitment to your business
What you can expect from us across the full engagement.
Nothing filed without your review
The annual return — and any significant correspondence sent on your behalf — is shared with you before it goes out. You understand what's been prepared and have an opportunity to ask about anything before it's submitted.
Deadlines taken seriously
Quarterly payment deadlines and the annual filing date are tracked and managed without needing reminders from you. If there's any reason a timeline might shift, you hear about it well in advance — not after the fact.
Available year-round, not just at filing time
A compliance engagement that only surfaces at year-end isn't particularly useful. Questions that come up in March or July get the same attention as questions that arrive in December. The engagement is active throughout the year.
Honest advisory notes, not just confirmations
The year-end advisory notes reflect what the numbers actually showed — including anything that deserves attention or adjustment going forward. The goal is something genuinely useful, not a summary that restates what you already know.
How to get started
A clear path forward, explained simply.
Reach out and describe your business
Tell us how your business is structured, roughly how long you've been operating, and whether you've had compliance support before. That context helps us understand the scope from the start.
We outline the onboarding process
Within one business day we respond with a clear picture of what onboarding involves, what we'll need from you, and what the first few steps look like once the engagement begins.
The engagement begins at a point that makes sense
We work with the fiscal calendar that applies to your business. Onboarding can begin at any point in the year — we'll establish context and pick up from wherever things currently stand.
The initial conversation doesn't commit you to anything. It's an opportunity to understand whether this service fits your situation and to ask anything you'd want answered before moving forward. There's no pressure in either direction.
Small Business Tax Compliance — $1,200 USD
Ready to hand the compliance side over to someone who handles it properly?
Send us a message with a brief description of your business. We'll get back to you within one business day with a clear picture of how the engagement would work.
Send us a messageExplore other services
Each one is designed around a different kind of need.
For individuals
Individual Tax Return Preparation
A thorough, personalized approach to annual returns — covering income, deductions, and credits, with electronic filing and post-submission support included.
$350 USD
Learn moreFor planning ahead
Tax Planning & Advisory
A forward-looking engagement for those approaching major financial decisions — property transactions, business restructuring, or significant income changes.
$2,500 USD
Learn more