Tax Services

Tax strategy runs year-round, not just in March.

By the time a return is filed, most of the decisions that moved the number have already been made. We integrate tax planning with your books so the decisions are coordinated: entity structure, owner compensation, estimated payments, and year-end strategy working together rather than in isolation.

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Tax strategy and planning — federal tax forms, year-round planning
What the tax practice covers

Preparation, planning, and strategy, integrated.

01

Return preparation

Federal, state, and local returns for the business and the owners, plus annual 1099 filing for contractors and vendors. Coordinated so entity-level and owner-level tax decisions work together instead of being handled in isolation.

02

Year-round tax planning

Quarterly planning tied to your actual financials, with estimated payments calculated from real data rather than last year’s number plus inflation. Includes tax-aware modeling for lenders, investors, or internal strategy when the situation calls for it.

03

Entity and structure strategy

S-Corp elections, tax-structure analysis, multi-entity coordination, owner-compensation planning, and the tax decisions involved in forming or restructuring a business. We model the tax and financial implications before the decision, handle applicable federal and state registrations and tax elections, and coordinate with legal counsel when legal formation, conversion, ownership, or governing documents are required.

04

Pre-exit and sale tax strategy

Multi-year tax planning for owners thinking about a sale, succession, or transition, including sale-readiness support, tax attribute cleanup, purchase price allocation strategy, and coordination with your deal team. Coordinates with EO’s full Exit Planning engagements when broader value-building work is also in scope.

05

Specialized tax strategies

Accountable plans, depreciation and fixed-asset strategy, Section 179 elections, bonus depreciation, cost segregation coordination, PTET elections, QBI optimization, retirement plan design, R&D credits, multi-state nexus, and other planning opportunities that may reduce tax or improve timing when supported by the client’s facts.

06

IRS notice response and audit representation

When notices arrive, we respond. Full representation in the event of an IRS or state audit is available as a scoped engagement when needed.

Who supports the tax practice

EO’s CPAs and tax professionals handle business and individual return preparation, year-round planning, multi-state considerations, owner-compensation strategy, entity-structure decisions, and pre-transaction tax work. The specific professionals assigned to your engagement are introduced at the outset, with roles and responsibilities clearly defined.

For clients with broader exit-planning needs, the tax team coordinates with Michelle Smith, CEPA®, who leads the firm’s Exit Planning practice. Tax strategy and value-building work are integrated when tax-optimized exit planning is part of a broader, multi-year engagement.

How tax works alongside our accounting services

Tax is integrated into the accounting work, not handled as a separate conversation.

When you are already a Monthly Accounting & Advisory client, the tax team works from the same underlying financial information and coordinates with the accounting and advisory team. That continuity reduces duplicate requests and allows tax planning to reflect what is actually happening in the business.

For existing EO clients

Tax work is an enhancement on your monthly accounting engagement. You get coordinated entity, owner-compensation, and year-end planning without managing two separate relationships. At the Strategic and Transformative tiers, the controller-level and senior finance professionals involved in the engagement can coordinate directly with the tax team.

For tax-only clients

You do not have to move your accounting to work with us on tax. We will coordinate with your existing bookkeeping or accounting firm, and flag things we see along the way.

Pricing

Fixed fees, confirmed before any work begins.

Pricing depends on entity count, return complexity, and the scope of planning involved. Final pricing is confirmed in writing after a Discovery Call.

Business return preparation
Starting at $900 for simple single-entity returns. Most established multi-entity engagements run $1,500–$5,000+.
Full year-round tax planning
Typically $2,500–$7,500 annually for established businesses.
Specialized engagements
New business setup, pre-exit tax strategy, sale readiness, and multi-entity coordination are scoped separately based on complexity.

Ready to stop reacting to tax season?

Every tax engagement starts with a Discovery Call. We review your current tax situation, your entity structure, and your planning history, then deliver a clear written recommendation before anything begins.

Book a Discovery Call