What we file
- Federal and Ohio returns for S-corporations, partnerships, C-corporations and sole proprietors
- The owners' personal returns, so the two agree
- Quarterly estimated payments, calculated and scheduled
- Returns in other states where you have sales, staff or property
How the year runs
In October we meet to project the year and decide what to do before it ends: equipment purchases, retirement contributions, owner pay.
In January we collect documents through a secure upload list, so you send each item once.
You see a draft with a one-page summary in plain words before anything is filed.
If a letter arrives
Send it to us the day it comes. We read it, tell you what it means, and answer it. Correspondence on returns we prepared is included in your fee.
Start with a conversation, not a contract.
The first meeting is free and takes about forty minutes. You leave knowing what we would change, whether or not you hire us.
We talk
Your business, your current setup, and what has been going wrong.
We review
We read last year's return and your current books, and tell you what we find.
You decide
A written proposal with a flat monthly fee. No pressure and no follow-up calls.