Get year-round support from a dedicated tax preparer & advisor.
Get the team & tools you need to be forward-thinking about your taxes.
"Christian is a godsend when it comes to finance and accounting. My life is simpler with Christian by my side and my business has become infinitely stronger as a result."
"Taxes and accounting makes me anxious, but Christian makes them easy to understand. He's literally the best accounting pro I've worked with to date."
"Christian delivers consistent nuts and bolts services and adds strategic input to every conversation. He has gone above and beyond to support my business - great to have him on my roster!"
Gain confidence that your taxes are accurate and optimized.
Unlock time and peace of mind by hiring an expert.
Avoid a surprises by knowing your taxes in advance.
Pay less tax with tried-and-true tax savings strategies.
Save time & get peace of mind by working with a professional.
The tax laws for partnerships & corporations are complex—to say the least. By having the same CPA do your business & personal tax returns, savings opportunities & compliance issues are more likely to be identified.
Busy entrepreneurs are often surprised when filing their tax return. Whether it’s self-employment taxes, retirement savings, or something else, work with a trusted tax advisor to to stay IRS compliant and minimize your tax bill.
Avoid or defer taxes with tried-and-true strategies specifically for business owners.
Selecting the optimal legal entity for your business can yield significant tax savings.
Your QBI deduction can be optimized by pulling various levers within your business.
Contribute to the optimal retirement account that maximizes your tax savings.
Confirm your eligibility for R&D, employee retention, and other tax credits.
Take advantage of benefits tax strategies that are often overlooked.
Generally, if you had income and are (a) over 18 years old and (b) not claimed as a dependent by someone else, then you should file a tax return.
Here's how you can know for sure.
First, confirm your filing status as single, married filing jointly, married filing separately, head of household, or qualifying widower. Here's an IRS quiz to help you confirm.
Second, calculate your gross income for the year. This will include all income received in the form of money, goods, property, and services that isn't exempt from income.
Third, refer to this Who Must File chart. The third column will tell you if you're required to file a tax return.
Lastly, if you don't have to file based on this chart, refer to charts B and C to confirm that no special filing requirements don't apply to you.
If you have to file a tax return, or need help making the determination, contact me. I'll help you.
Personal tax returns are due on April 15th each year.
But, if you can't meet that deadline, you can file an extension to push your filing due date to October 15th.
If you do file an extension, you must pay any estimated tax liabilities prior to April 15th to avoid penalties and interest.
I can help you file an extension and determine any estimated tax liability. Just let me know as soon as possible.
Better to file late than never, usually.
The first thing you should do is to confirm the year of your last tax return filing.
The IRS can assist with this, if you're unsure. Register for an online IRS account, if you haven't already, and log in to the Get Transcript portal.
Pull a Tax Account Transcript for each year, beginning with the most recently available year, until you find a non-blank report. This report will show the most recently filed tax return.
When you've confirmed the most recently filed year, pull a Wage and Income Transcript for the next year, or the first missing year. This report shows all income the IRS has on record for that year.
Prepare and file a tax return for the first missing tax year using the Wage and Income Transcript.
I can walk you through this process and file any missing tax returns. Just contact me and let me know.
Does the business have more than one owner? Did you elect S-corporation status for this business?
If you answered "no" to both, then you're probably self-employed and don't have to file a separate business tax return. You'll report the business' net income on your personal tax return.
If you answered "yes" to one or both, then the business likely needs to file its own business tax return.
Here are business entities that don't file a separate tax return:
Here are business entities that do file a separate tax return:
Get in touch if you're not sure whether your business needs to file its own tax return. I'l help you make the determination.
The due date depends on what type of tax return your business must file.
If your business must issue K-1s to partners or owners, you'll need to file a separate business tax return before March 15th.
If you're self-employed, your business tax return is filed on your personal tax return, and must be filed by April 15th.
Corporations must also file by April 15th.
You can file an extension to extend the filing due date, should your business need more time.
Get in touch if you're not sure how your business fits into this table, or even where to begin. I'll ask some clarifying questions and we'll go from there.
Corporations
A corporation files its own tax return and pays income tax on its net profit. Profit distributions (i.e. dividends) to shareholders are taxed again on the shareholder's personal tax return.
Partnerships & S-Corporations
A partnership or s-corporation files a return but doesn't pay income tax. Instead, taxes are paid by each partner or shareholder according to their share of the business' profits or losses. The Schedule K-1 shows the partner's or shareholder's share of net profit.
Sole-Proprietorships
A sole-proprietorship, self-employed individual, or single-member LLC doesn't file a separate business tax return. Instead, it reports income or loss directly on the owner's personal tax return. The owner pays income taxes on the business' net profits.
Get in touch if you're not sure which form to file or how to pay your business taxes. I'll ask some clarifying questions and we'll go from there.
I currently don't file tax returns for C Corporations.
I might make the rare exception if the circumstances are favorable.
If you're solo and run a business, with or without an LLC, you'll file as a sole proprietorship.
If you're solo and your LLC has made an S-corporation election, you'll file two tax returns: one for the LLC and one for yourself.
If you're in business with someone else (i.e. profits are split between partners), you'll file a business tax return and a personal tax return.
Get in touch if you're not sure how your business fits into this table, or even where to begin. I'll ask some clarifying questions and we'll go from there.
We'll file an extension.
An extension pushes your tax return due date from April 15th to October 15th.
An extension for S Corporation or Partnership returns pushes the due date from March 15th to September 15th.
Bear in mind that filing an extension doesn't extend the tax payment due date. It only extends the tax return filing due date.
Therefore, you should estimate your tax liability and pay it prior to April 15th to avoid interest and penalties.
I can assist you with filing an extension for your personal or business tax return, and estimating any taxes owed.
All tax docs and info must be submitted to be on or before March 25th to meet the April 15th filing deadline for individuals.
For S corporation and partnership returns, I must receive all docs and info prior to February 25th.
You can send docs and info after the 25th, but the tax return may not be filed in time to avoid penalties and interest.
Once I've sent your tax return to you for review, I must receive the signed eFile authorization form no later than April 8th for individuals and March 8th for S corporations and partnerships.
In any event, I will do my best to meet the tax filing due date. However, it may be necessary to file an extension to avoid late filing penalties & interest.
Authorizations to file an extension are due on April 8th for individuals and March 8th for partnerships and individuals to meet the filing due date.
After the tax filing due date has passed, I can prepare your tax returns within 12-15 days once all docs and info have been submitted.
The price you'll pay is ultimately determined by the amount of time I spend preparing your tax return.
The factors listed below will complicate preparation and may, in conjunction with other factors, increase price.
If you're a new client, I'll provide an up-front estimate before we begin the prep process.
You can expect consistent pricing year-over-year assuming your tax situation doesn't change significantly.
Ah - you've found my sales pitch.
As a DIY-er, I'm familiar with the instinct to save money or learn a skill by doing something myself. Indulging this impulse can be rewarding, but it can also be disastrous.
For example, a cousin and I once planned an overnight hike in the Missouri wilderness. However, we neglected to consult my dad, a master outdoorsman, who would've reminded us to bring matches and tent poles.
So we slept outside that night - cold, hungry, and fodder for insects.
Through this experience, and many others, I've learned that some projects are so important that they require a third-party consultation.
Despite my obvious bias, I believe filing your tax return is a project that demands the collective learnings and wisdom of someone who has filed many tax returns.
There are three reasons why.
Time is limited, and time spent filing a tax return or researching the Internal Revenue Code is time lost.
Unless you're an accountant, to file your taxes is to invest time in a project that, in the grand scheme, is accretive to neither your business or personal goals.
By hiring an accountant to do the unavoidable task of filing your taxes, you're earning back time for yourself.
You can use that time for leisure or invest it back in your business. Either way, that's a solid investment decision.
An ounce of prevention is worth a pound of cure, as they say.
This is also true for taxes, for which the cost of fixing a mistake can far surpass the cost of preventing one.
In addition to intangible costs such as time and stress, an error on your tax returns costs you money when the IRS corrects your mistake months or years later.
Furthermore, a tax expert can help you plan for taxes, which helps you save money even before your file the return.
By estimate your tax liability in advance you can plan your cash flows and helps you make smaller installment payments rather than one large payment at tax time.
Tax planning also helps you implement IRS-compliant tax avoidance strategies to minimize your tax liability.
Engaging a CPA, such as myself, to file your business tax return puts your mind at ease.
You don't have to worry about the deduction you weren't sure about, or the obscure IRS rule that you discover months later, or getting your tax return filed on time.
You're hiring an expert to worry about these things on your behalf, while you focus on something else.
My goal for each client is to be a long-term and ongoing tax resource, not a one-off tax return preparer.
Therefore, if you work with me, you'll get peace of mind well after the tax return gets filed and throughout the calendar year.
It takes less than a minute to start.