Tax preparation is part of our complete service for bookkeeping clients. We keep your books clean year-round, then prepare your returns when it's time — no scrambling, no surprises.

Need advanced tax planning, business intelligence, or technology consulting? Visit PTNaccounting.org →

What We Offer

Tax Services for Our Clients

For clients using our bookkeeping services, we offer tax preparation for both business and personal filings

Business Tax Returns

Corporate returns, partnership filings, and Schedule C for sole proprietors. We prepare what's right for your business structure.

Personal Tax Returns

Individual 1040 filings for business owners who need their personal returns done alongside their business filings.

Estimated Tax Payments

We calculate your quarterly estimated payments so you're never caught off guard in April. Stay compliant year-round.

Included with Bookkeeping

Basic Tax Projections

Year-end projections to help you understand your tax liability before it's due. No surprises at filing time.

Included with Bookkeeping

Compliance Monitoring

We keep track of filing deadlines, payment due dates, and compliance requirements so nothing falls through the cracks.

April 15 Readiness

Between bookkeeping and tax prep, we ensure you're fully prepared for tax season. No scrambling, no stress.

Our Philosophy

Honest About What We Do — And Don't Do

We believe in recommending only what actually benefits you. Here's the honest truth about our services.

What We Do

Prepare accurate tax returns for businesses and individuals

Calculate and track estimated quarterly tax payments

Provide basic tax projections so you know what to expect

Keep you in full compliance with filing requirements

Refer you to CPAs when advanced planning would truly benefit you

What We Don't Do

Full-scale tax planning — that's a specialized discipline

Push services that won't benefit your specific situation

Recommend strategies just because they sound sophisticated

Upsell services your business isn't ready for

Pretend everyone needs complex tax planning (they don't)

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A Word About S-Corp Elections

We see it all the time: clients come to us already filing as an S-Corporation when the costs of maintaining S-Corp status exceed the benefits. Running payroll, filing separate returns, and compliance costs add up quickly.

Switching back to Schedule C after the fact can be costly and complicated. That's why we're very careful about recommending S-Corp elections. We only suggest it when the benefits clearly outweigh the costs — not because it sounds like a good idea.

We analyze your specific situation before recommending any entity changes

We calculate the actual costs vs. benefits, not theoretical savings

We'll tell you honestly if your business isn't ready for S-Corp status

When You Need More

Access to Tax Planning Specialists

Full-scale tax planning is a specialized discipline that makes sense for businesses generating a certain level of income. Not every taxpayer is a good candidate — W-2 employees or small businesses often don't benefit enough to justify the cost.

We work with CPAs who specialize in tax planning. If we see that you're a great candidate for advanced strategies, we'll happily refer you to take full advantage of those services.

Trusted network of tax planning specialists

Referrals only when it truly benefits you

We continue handling your books and filings

Growing Business

Revenue exceeding planning thresholds? We'll introduce you to specialists.

Complex Situations

Multiple entities, investments, or estates? Advanced planning may help.

High Income

Significant tax liability? Strategic planning could yield real savings.

Pricing

Tax Preparation Pricing

Straightforward pricing based on complexity

Personal Returns

Individual 1040 filings

From $500

Based on complexity

Federal return

State return included

Schedule C/E if needed

Business + Personal

Combined filings for owners

Custom

Based on entity type

Business return (1120S, 1065)

Personal 1040 included

K-1 preparation

Quarterly estimates

Business Only

Corporate or partnership returns

From $1,200