• W-2 Earners, One State
• Federal and State return
• CPA review
• E-File support
Investors, side-gigs, rentals, multi-state
• Schedule C or E
• State apportionment
• QBI calculation
• Email and Application support.
Single-state business
• 1120-S, 1065, or 1120
• Financial review of main balance sheet items.
•Basis Tracking
• Suggestions on how to save taxes going forward.
Multi-state business owners
• 1120-S, 1065, 1120
• Multi state allocations
• PTET election support
• Mid or end of year planning call.