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Tax strategy that funds itself
Most firms overpay since strategy occurs yearly — at submission, past the point of influence. We strategize every quarter, project payments precisely, and submit claims capturing the full legal benefit.
How this service operates
A veteran Enrolled Agent examines your structure, ledgers, payroll, and earlier filings, then charts a year-long tax roadmap: quarterly prepayments, election cutoffs, and pre-December actions — kit acquisitions, pension funding, credit claims.
You confer with your strategist for half an hour each quarter. Filings between sessions are ours to manage.
What’s covered
- Company federal and state filings, drafted and transmitted
- Quarterly prepayment sums figured and diarised
- Structure and S-status checkup annually
- Screening for research, recruitment, and green incentives
- IRS correspondence handled at no added charge
The process
Review
We inspect your prior two filings plus present books, spotting lost savings before you spend a cent.
Roadmap
A year-long schedule of quarterly actions, sums, and cutoffs — written plainly.
Submit & refine
Each filing goes out on schedule while the roadmap gets revisited quarterly, so shocks never linger till spring.