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We file your taxes.And plan them every quarter.

Business and personal returns, quarterly planning built around your household, and IRS letters answered.

Talk to our teamCall usSee Growth pricing
  • No QuickBooks or ADP fees
  • Business returns from $500
  • One dedicated contact

Four times a year,before each payment is due.

Before each estimated-tax deadline, we update the year’s numbers and email you the plan. Included in Growth and Partner.

2026 income-tax plan · Q3

For the owners of Sample restaurant · books closed through July · sent Sep 11

SentExample
  1. Q1Jan–MarClose last year, set up this oneSent
  2. Q2Apr–JunUpdate with real numbersSent
  3. Q3Jul–SepAdjust for the first halfThis plan
  4. Q4Oct–DecDecide before Dec 31Before Dec

What changed this quarter

  • Spouse’s new job in July
  • Daughter on summer payroll
  • Second location lease
Projected business profit (K-1)
214,000
Owner salary (W-2)
72,000
Spouse’s wages (Jul–Dec)
29,000
Projected federal income tax
43,100
Expected withholding, both W-2s
(11,400)
Estimates paid in April and June
(15,000)

Left to pay

$16,700

Sep 15 $8,350 · Jan 15 $8,350

To decide before next quarter

  • Retirement: SEP or Solo 401(k), and how much
  • Second location: current entity or a new LLC

Sent by email. Questions go to your dedicated contact, any time.

Example only. Not real figures.No separate QuickBooks or ADP bill.
See Growth pricing

Same profit,different tax.

Your spouse’s income, kids, rentals and retirement saving all go in. We ask once, then check what changed each quarter.

  • A spouse’s income

    Their pay and withholding count too.

  • Dependents

    Kids, and parents you support.

  • Rental property

    Depreciation and rental income or loss.

  • Retirement saving

    SEP or Solo 401(k), and how much.

  • Kids in the business

    A real wage for real work.

  • S corp salary

    Salary versus distributions.

Owner & family tax planningKids on payroll, school costs, retirement, gifts and inheritance. We plan the tax side. We don’t pick investments.See family tax planning

Books and tax,one monthly number.

With a monthly plan, business returns are 20% off and spread over 12 months. Personal returns are quoted after we talk.

Return fees · effective Oct 1, 2026

  • Form 1120-SS corporations, including LLCs taxed as onefrom $1,250
  • Form 1065Partnerships and multi-member LLCsfrom $1,250
  • Form 1120C corporationsfrom $1,500
  • Schedule CSingle-member LLCs and sole proprietors, with your 1040from $500
  • Texas franchise taxTexas corporations and LLCs (report + PIR/OIR)$150/yr (included with a Kwon business return)
  • Form 1040Your personal return, with K-1sQuoted after we talk
Example: Essential + an S corp return (1120-S)
Essential bookkeeping (monthly, lowest band)$350
1120-S $1,250 less 20%, over 12 months (rounded up)$100
Monthly total$450+

An extension adds six months to file, not to pay.

Price it in the estimator

A letterfrom the IRS?

Send us a photo. We work out what it’s asking, meet the deadline and answer it, with your books behind us.

  1. Send us a photo

    Every page of the letter, front and back.

  2. We work out what it asks

    What the IRS or the state wants, and the deadline that matters.

  3. We answer it

    With your books behind us. You don’t have to make the call.

Send us the letter

Deadline coming up? Call 972-242-2100

Taxquestions

Our books are done elsewhere. Can we hire you just for the return?
Yes. The 1120-S and 1065 start at $1,250, the 1120 at $1,500 and Schedule C at $500. If the books aren’t clean, they may need work before we file. Quarterly planning runs on books closed every month, so it comes with a monthly plan.
How much will you save us?
We don’t promise amounts or outcomes. We put the tax and the cash for each option side by side on this year’s numbers, and you decide.
Do we have to pay estimated tax?
If you have business income with no withholding, usually yes, every quarter. Underpaying can mean a penalty, so the quarterly plan works out the amount from your books, counting your spouse’s withholding too.
If we file an extension, can we pay later too?
No. An extension gives you six more months to file, not to pay. Tax paid after the original due date picks up penalties and interest.
Will an S corp election lower our taxes?
It depends. With enough profit and a reasonable salary it can reduce payroll tax, but it adds payroll and filing costs. We run both on this year’s numbers, side by side.

Start withnext quarter’s plan.

We look at last year’s return and where you are now, then quote the filing and the monthly plan.

Talk to our teamSee Growth pricing

No commitment. Nothing to prepare.

972-242-2100
  • Since 2005
  • 5,000+ businesses served
  • Lewisville, TX office
  • All 50 states + D.C.