State and Federal Tax Filing Services for Businesses
Clean books make filing straightforward. We prepare and file the returns in your agreed scope, and tell you plainly what falls outside it.
Talk to an expert
Know exactly which filings are covered
Tax work goes wrong when nobody is sure who is responsible for which filing. Before we start, we agree in writing which federal and state filings we prepare for your business, which you or your CPA handle, and the deadlines for each.
Because we also keep your books, the numbers behind each filing are already reconciled. That is why many clients pair this with monthly bookkeeping and payroll.
How filing support is organized
- A written list of the returns and forms covered for your entity type
- Federal and state scope confirmed separately
- Payroll, sales and income tax distinctions explained up front
- A deadline calendar for filings in scope
- A request list of the records we need from you
- Your approval before anything is filed
- Quarterly tax filing preparation on the Growth plan
- Tax filing and planning support on the Enterprise plan
How we work
Scope review
We confirm your entity type, states and which filings you need.
Records
We pull what we can from your reconciled books and request the rest.
Preparation
Filings are prepared and checked against your books.
Approval and filing
You approve, then we file and send you confirmation.
Where this applies
Payroll taxes
Quarterly and annual payroll filings tied to your payroll records.
Sales tax
Returns based on the sales data in your books, where in scope.
Income and entity filings
Prepared with your CPA or the licensed preparer named in your scope.
What we do not do
Frequently asked questions
Do you prepare and file income tax returns?
The exact returns we prepare depend on your entity type and states. We list them in your written scope before starting, and a licensed professional is named for anything that requires one.
Can you handle multi-state or cross-border filings?
Our tax team handles state, federal and cross-border filings. We confirm the specific jurisdictions during the consultation.
What happens if I miss a deadline?
The deadline calendar is built at onboarding so filings in scope are prepared ahead of time. For anything outside our scope we tell you early so you can arrange it.
Is tax filing included in my plan?
Quarterly filing preparation is part of Growth and full filing and planning support is part of Enterprise. See pricing.
Let’s talk about your books
Book a free 30-minute consultation. We review your setup, agree the scope and give you a clear quote based on your monthly transaction volume.