A planning session in the Summer or Fall to strategize for your year ahead. Meeting can be in-person or virtual.
Accurate estimates of the owners’ tax liability every quarter, rather than last-minute guesses during tax season . Data must be provided by client if business is not enrolled in an accounting services plan.
Ideal for small rental and side hustle partnerships
Detailed and accurate tax filing of forms 1065 for partnerships, 1120-S for S Corporations, and 1120 for Corporations.
24/7 access to your digital tax return, ensuring your documents are always at your fingertips.
Professional support for any IRS notices related to the tax year.
Direct access to a CPA for any tax-related questions throughout the year. Questions requiring extensive research can be discussed at the seasonal planning meeting, or will be subject to additional charges.
Featured
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Included with Every Package
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individual Packages
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Business Owner Packages
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Comprehensive Tax Preparation
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Detailed and accurate tax filing for forms 1065, 1120-S, and 1120. All states filed as necessary. Pass-through entity tax forms and K-1s provided.
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Detailed and accurate tax filing, including Schedule C, Schedule F, and Schedule E. All states filed as necessary.
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Detailed and accurate tax filing, including Schedule C, Schedule F, and Schedule E. All states filed as necessary.
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Seasonal Planning Meeting
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A planning session in Summer or Fall to strategize for the year ahead. Meetings can be in-person or virtual.
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A planning session in Summer or Fall to strategize for the year ahead. Meetings can be in-person or virtual.
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Quarterly Estimate Calculations
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Provided if data is given by the client (not enrolled in accounting services plan).
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Provided as necessary.
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Accurate quarterly tax liability estimates determined every quarter.
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Secure Digital Document Storage
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24/7 access to digital tax return.
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24/7 access to digital tax return.
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24/7 access to digital tax return.
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IRS Notice Assistance
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Professional support for any IRS notices related to the tax year.
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Professional support for any IRS notices related to the tax year.
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Professional support for any IRS notices related to the tax year.
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CPA Access for Quick Questions
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Direct access to a CPA for tax-related questions throughout the year. Extensive questions discussed at seasonal meeting or charged extra.
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Direct access to a CPA for tax-related questions throughout the year. Extensive questions discussed at seasonal meeting or charged extra.
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Direct access to a CPA for tax-related questions throughout the year. Extensive questions discussed at seasonal meeting or charged extra.
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notices from previous years in which CGM CPA & Advisors was not engaged to prepare the return starts at
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