Tax preparation & planning

A plan in November,
not a bill in April.

Business and personal returns prepared by the partner who planned them. You know the number months before it is due.

Book a tax consultation →See the fees
From $1,200 / year1,100+ returns filed last season
A client checking his return, with a paid estimate and a filed extension
What's included

Everything a return needs, and the year around it.

We prepare federal and state returns for owners, their families and their businesses, and we plan the year before it ends, when there is still time to change the number.

  • Federal and state returns, e-filed
  • Quarterly estimates calculated and calendared
  • A planning call every November
  • IRS and state notices answered, included in the fee
Top view of laptop computer, documents, financial bills, alarm clock, calculator and stationery on wooden table in office

How a tax year runs

  1. 1

    November

    Planning call: income so far, moves worth making before December 31.

  2. 2

    January

    Your document checklist arrives in the portal, personalised to last year.

  3. 3

    March

    Draft return, reviewed with your partner on a call.

  4. 4

    April

    Signed and filed. Next year's estimates go on your calendar.

Quarterly tax estimate

What to set aside each quarter

Two quick estimates from the figures you already know. Your partner confirms both at the first consultation.

Revenue minus expenses, before your own draws.

Wages, interest, a spouse’s pay on a joint return.

Withholding from wages plus estimates paid so far.

Pay each quarter

 

Estimated tax for the year  

Taxable income
 
Self-employment tax
 
Federal income tax
 
Already withheld or paid
 
Still to pay
 

Payment dates

  • Apr 15, 20261st payment
  • Jun 15, 20262nd payment
  • Sep 15, 20263rd payment
  • Jan 15, 20274th payment
Book a planning call

An estimate for planning, not tax advice. It leaves out credits, the QBI deduction, state tax and anything else particular to you. Your partner works out the real figure with you.

Tax fees

Fixed per year. Your letter sets the figure before we start.

Personal

$1,200 / year

One household, federal and one state.

  • 1040 with schedules
  • Quarterly estimates
  • November planning call
  • Notice response included
Book a consultation
Most chosen

Owner

$2,900 / year

Your business return and your personal return, planned together.

  • 1065 or 1120-S and your 1040
  • K-1s for every partner
  • Reasonable-salary review
  • Two planning calls a year
Book a consultation

Additional states $250 each. Prior-year returns quoted on scope.

James Hollis in his tailoring shop
★★★★★
“I moved from an S-corp I didn't need to one that saves me eleven thousand a year. They raised it in November, not April.”

James Hollis

Hollis Street Tailoring · client since 2021

The dates that matter this year

Federal dates. Your state may add its own; your partner sends both.

Federal tax deadlines
Date What's due Applies to Status
Jan 15 Fourth-quarter estimated tax Form 1040-ES, for the prior year Individuals
Jan 31 W-2 and 1099-NEC to recipients and filed Employers and anyone paying contractors Payroll
Jan 31 Fourth-quarter payroll return and annual FUTA Forms 941 and 940 Payroll
Mar 15 S corporation and partnership returns Forms 1120-S and 1065, or an extension Businesses
Apr 15 Individual returns and extensions Form 1040 or Form 4868 Individuals
Apr 15 First-quarter estimated tax Individuals and sole proprietors Individuals
Apr 15 C corporation returns Form 1120, calendar-year corporations Businesses
Apr 30 First-quarter payroll return Form 941 Payroll
May 15 Nonprofit returns Form 990 for calendar-year organisations, or Form 8868 Nonprofits
Jun 15 Second-quarter estimated tax Individuals and sole proprietors Individuals
Jul 31 Second-quarter payroll return Form 941 Payroll
Sep 15 Third-quarter estimated tax Individuals and sole proprietors Individuals
Sep 15 Extended S corporation and partnership returns Forms 1120-S and 1065 Businesses
Oct 15 Extended individual returns Form 1040 Individuals
Oct 15 Extended C corporation returns Form 1120 Businesses
Oct 31 Third-quarter payroll return Form 941 Payroll
Nov 15 Extended nonprofit returns Form 990 Nonprofits
Dec 15 Fourth-quarter corporate estimated tax Calendar-year corporations Businesses

General information for the federal calendar. Confirm dates for your situation with your advisor.

Dates move to the next business day when they fall on a weekend.

View the full tax calendar

Questions clients ask

What do I need to send you?

Your portal checklist lists it, personalised to last year's return. Most clients upload everything in January.

Can you file an extension?

Yes, and we plan the payment with it. An extension moves the filing date, not the date you owe.

Do you handle IRS notices?

Yes. Responses to notices on returns we prepared are included in the fee.

Do you prepare prior-year returns?

Yes. We quote them on scope after we see what's missing.

Free tax consultation

Talk to a tax partner.

Bring last year's return and your questions. You leave with a written scope and a fixed fee, whether or not you hire us.

  • At our office or by video
  • A written scope and a fixed fee
  • No obligation to hire us
Eleanor Ashcombe
Eleanor AshcombeManaging partner · replies within one business day

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