By the time you file, every decision that mattered is already made.
If your accountant calls you in March, the choices that could have changed the number are behind you. The Form 2553 window for this year's S-corp election closed in mid-March of last year. Equipment had to be placed in service by December 31. The retirement plan had to exist before the year ended. Filing is where a year of decisions gets reported, and very little can be repaired at that point.
Sales tax is where online sellers get caught. Economic nexus turns on sales volume or transaction counts in a state, not on whether you have an office there, and $100,000 in sales is the most common trigger. Marketplace facilitator laws cover the orders Amazon or Etsy collect on, while your own storefront, wholesale accounts and phone orders stay yours to report. Most sellers learn that distinction from a state notice.
Both sides run off one set of books. Your specialist keeps a single calendar: March 15 for partnership and S-corp returns, April 15 for C corporations and owner returns, the extension dates behind them, and every sales tax period you are registered for. Between those dates we work the open quarters, so decisions reach you while the year can still absorb them. Where a CPA's review or signature is called for, we assemble the package and coordinate it.
Everything in tax filing, handled.
Federal and state returns
Preparation and e-filing of Form 1120-S, 1065, 1120 and Schedule C, plus the state income and franchise returns each entity and owner owes, including Form 7004 extensions.
Quarterly estimated taxes
Payments computed from current-year books rather than a flat percentage of last year's tax, with the amount and the April, June, September and January due dates sent in advance.
Year-round tax planning
Quarterly conversations about what is still open: equipment purchases and placed-in-service dates, distributions against payroll, retirement plan funding, and anything that must happen before December 31.
Deduction review and documentation
We read the chart of accounts for items buried in general expense categories, reclassify what belongs elsewhere, and record the mileage logs, receipts and written support each position needs.
Entity structure review
An annual read on whether your structure still fits your revenue, owner count and state footprint, covering S-corp election timing on Form 2553 and reasonable compensation for owner-employees.
Multi-state nexus analysis
Your sales mapped state by state against each current economic nexus threshold, showing where you have crossed, where you are close, and how far back the unfiled periods run.
Sales tax filing
Registration in the states where you owe, then monthly, quarterly or annual returns on each state's own schedule, with marketplace-collected orders reported separately from your direct sales.
IRS notice response
For IRS and state letters, we identify the period and line item that triggered the notice, assemble the records that answer it, and draft the written reply for your signature.
Canadian returns and GST/HST
T2 corporate and T1 business returns, GST/HST registration and filing, and QST or PST where a province requires it, with place-of-supply rules applied per province.
From first call to steady state.
- 01
Prior-year review
We read your last two filed returns against the current books, then list what was misclassified, which elections were made or missed, and which states you may already owe.
- 02
Filing calendar built
Every federal, state, franchise and sales tax date that applies to your entity goes on one calendar, with the documents each filing needs requested weeks ahead of the deadline.
- 03
Quarterly planning
A short review each quarter: what the numbers now say the liability will be, what is still open to change it, and a written note of what was decided and what comes next.
- 04
Prepare, review, file
Returns are prepared, walked through with you line by line, routed for CPA review where that is called for, then e-filed. You keep the return, the workpapers and the support behind them.
Built for businesses that look like this.
- S-corporations and partnerships whose owners cannot file personally until the K-1 arrives from a March 15 return
- E-commerce sellers on Shopify, Amazon, Walmart or their own storefront with revenue spread across many states
- Single-member LLCs and sole proprietors on Schedule C who are guessing at their quarterly estimates
- Service businesses that hired employees or contractors in a new state and do not know what that created
- Owners holding a state sales tax notice or an IRS letter with unfiled periods behind it
Tax Filing — answered.
When are business tax returns due?
Calendar-year partnerships and S-corporations file by March 15. C corporations and individual owners file by April 15. Form 7004 moves those deadlines to September 15 and October 15 respectively, but an extension moves the return, not the payment. We prepare and e-file on your behalf, and where your situation calls for a CPA's review or signature, we assemble the package and coordinate with a CPA professional.
How do I know if I have sales tax nexus in a state?
Each state sets its own test, usually a dollar amount of sales, a transaction count, or both, measured over a calendar or rolling twelve-month period. A $100,000 sales threshold is the most common. Physical presence counts independently: inventory in a third-party fulfillment center, stock held in-state, or a remote employee creates nexus at any revenue level. We run your sales by state against the current thresholds and show you where you stand.
Do I still have to file sales tax returns if Amazon collects the tax for me?
Usually yes. Marketplace facilitator laws move collection to Amazon, Walmart or Etsy for orders placed on those channels, but sales through your own site, wholesale accounts and phone orders remain yours to collect and report. Several states also require a registered seller to file a return showing marketplace sales even when nothing is owed. We separate the channels and file what each state asks for.
Can you file back taxes for previous years?
Yes. We start by establishing what was actually filed and what was not, treating income tax and sales tax separately, then rebuild those periods from bank and payment processor records. Most states run voluntary disclosure programs that can shorten the look-back period and reduce penalties when a seller comes forward before the state makes contact. We will tell you which of those apply to your situation.
What should I do if I get an IRS notice?
Forward it to your specialist the day it arrives. Most notices print a response deadline, commonly 30 days from the notice date, and the options narrow once it passes. We identify the period and the line item that triggered it, pull the records from your books, and draft the written reply for your signature. If the matter moves past correspondence, we coordinate with a CPA or tax attorney.
Do I have to use your bookkeeping to have you file my taxes?
No, but the books have to be reliable. If you keep QuickBooks Online or Xero and the accounts reconcile, we work from what you have. If the chart of accounts is loose or several months sit unreconciled, that gets fixed first, either during onboarding or as a separate catch-up engagement, because a return built on books that do not tie out is a return that gets amended.
Do you handle Canadian corporate tax and GST/HST?
Yes. We prepare T2 corporate returns and T1 returns for unincorporated businesses, register you for GST/HST where your revenue crosses the small-supplier threshold, and file on the reporting period CRA assigns you. Provincial sales tax is handled where it applies separately — QST in Quebec, PST in British Columbia, Saskatchewan and Manitoba. Cross-border owners with filing duties in both countries are coordinated as one engagement.