Tax Filing & Planning

Filed on time,
and decided in advance

Prepared and signed by a licensed CPA firm, managed by us, on one fixed fee. Decided before year end, not in April.

Book a free consultation What we file

Prepared and signed by a licensed CPA firm, e-filed as an authorised provider

Selected clients across the US, GCC and Europe

Coverage

What gets filed, and for whom

Company and owner, federal and state, current year and the ones you are behind on.

Company returns

  • C corporations, Form 1120
  • S corporations, Form 1120-S, with shareholder K-1s
  • Partnerships and multi-member LLCs, Form 1065
  • Single-member LLCs reported on the owner's return
  • Extensions filed and tracked, not left to the deadline

Owner returns

  • Personal returns, Form 1040, with the business schedules
  • K-1 income carried through correctly the first time
  • Estimated payments calculated, not guessed at
  • Owner compensation tested against the reasonable standard

State and local

  • Multi-state filings where nexus has been triggered
  • Sales tax registration, returns and remittance
  • Franchise tax and annual reports
  • A nexus review before a state finds you first

Foreign-owned US entities

  • Form 5472 for foreign-owned single-member LLCs
  • Form 1120-F where a US return is required
  • Related-party transactions disclosed properly
  • The filing most non-US founders discover after the penalty

Behind on prior years, or holding a notice you have not opened? Back filings and IRS notices are handled on the same engagement.

See what is in scope
2 halves

The return records the year. The planning changes it

By the time a return is being prepared, almost every decision that moved the number has already been taken.

Filing, after the year closes

  • Prepared from closed booksBuilt from a reconciled ledger, not a spreadsheet assembled in March
  • Reviewed and signed by a CPAWe run the engagement and the questions; the CPA firm signs and files
  • Filed and evidencedE-filed with confirmations, workpapers and the payment record as one set
  • Notices answeredDrafted from the workpapers rather than from memory

Planning, while it still counts

  • Entity and election reviewWhether the structure you registered in a hurry still fits the business you have
  • Owner compensationSalary against distribution, set deliberately and documented
  • Timing decisionsCapital spend and revenue placed in the year where they do the most good
  • Estimates that holdCalculated off the actual forecast, so the penalty does not arrive
The calendar

The dates that do not move

Calendar-year filers. We work back from these rather than toward them.

Jan Dec
Due
15 March
  • 1120-S and 1065 returns
  • K-1s issued, or the extension
Due
15 April
  • 1120, 1040 and 5472
  • First quarterly estimate
Extended
15 September
  • Extended 1120-S and 1065
  • Last window for planning that still counts
Final
15 October
  • Extended 1120 and 1040
  • An extension moves the return, not the payment

Weekends and holidays push dates to the next business day; non-calendar year ends run their own schedule. State and sales tax deadlines are separate. We confirm yours in writing.

Scope

What is covered, and what we will not take on

The boundary matters more here than anywhere else we work, because the cost of finding it late is a penalty rather than an inconvenience.

Included in the engagement
Federal and state returnsCompany and owner, prepared, reviewed, signed and e-filed, with confirmations handed over.
Sales, franchise and annual filingsRegistration where it is needed, then the returns on their own schedule through the year.
Back filingsPrior years brought current, in the order that limits exposure rather than the order they happened.
Notices and correspondenceDrafted, filed and tracked to closure, using the workpapers behind the original return.
Planning through the yearNot a single meeting in December. The decisions are raised when they arise.
Not in scope
An audit or assurance opinionNothing we deliver is an audit. If you need one, you need a licensed audit firm.
Legal adviceStructuring with legal consequences goes to your counsel. We will tell you when the question has stopped being ours.
Non-US tax filingsWe file in the United States. Filings in your own jurisdiction stay with a local adviser.
A position we cannot supportIf a deduction will not survive being asked about, it does not go on the return. That is not negotiable at any fee.

A return is only as good as the ledger behind it. Where the books are not closed, bookkeeping comes first and is priced separately.

See accounting & bookkeeping
Process

10 business days, 4 stages

The clock runs on preparation, from a complete records set.

4 steps
  1. Days 1 to 2
    01

    Position

    Entity, states, prior returns and anything outstanding. We establish what is actually due before we quote a fee.

    A filing map
  2. Days 3 to 6
    02
    Draft

    Prepare

    The return built from the closed ledger, with every question raised in one batch rather than dripped at you.

    A draft return
  3. Days 7 to 8
    03
    Sign

    Review

    CPA review and sign-off, then a walkthrough with you of the positions taken and what they rest on.

    A signed return
  4. Days 9 to 10
    04

    File

    E-filed with confirmations, payments scheduled, and next year's estimates and planning points written down.

    Filed + next year
A desk calendar and tax working papers, autumn light
Before year end

By April, the return only records what was decided months earlier

The filing is administration. The conversation that changes the number happens while there is still time to act on it.

Our guarantee

What we guarantee, and what we cannot

We are answerable for the filings being right, complete and on time. We are not answerable for the law, or for what the numbers turn out to be.

We are answerable for
Filed on timeEvery return in scope filed by its date or properly extended, with the confirmation in your hands.
Every position supportedEach treatment traceable to a workpaper, so a question years later has an answer that already exists.
Questions in one batchWhat we need, asked once, early, rather than a fortnight of one-line emails during your busiest month.
The preparation window10 business days from a complete records set, agreed before we begin.
We are not
The size of the billPlanning changes what the number can be. It does not decide what the year produced.
Records that do not existA return needs a closed ledger. Where the books are absent rather than messy, bookkeeping comes first.
Immunity from examinationA correct return can still be examined. What we can do is make sure it survives one.
Deadlines you tell us about lateA filing raised the week it is due may have to be extended. We will say so immediately rather than promise it.
The CPA partner

Prepared and signed by a licensed CPA firm

We are not a licensed CPA firm. Returns on this service are prepared and signed by NexusWorks LLC, a US CPA firm we work with. We run the engagement and build the file from the ledger, so you deal with one team.

NexusWorks LLC
Licensed CPAsA US CPA firm licensed to prepare, sign and file. Every return goes out under a CPA signature.
IRS-authorised e-filingFiled electronically as an authorised provider, with the confirmation back in your hands.
Multi-entity coverageIndividuals, LLCs, S and C corporations and partnerships, including K-1 allocation and depreciation.
Review before signatureNothing is filed on our say-so. The signing CPA reviews the return and every position taken in it.
Number Ninjas
One point of contactYou scope, brief and settle with us. There is no handoff between your bookkeeper and a tax preparer for you to manage.
The ledger underneathWhere we keep the books, the return is prepared from them directly rather than reconciled to them afterwards.
Planning through the yearThe decisions that change the number are raised when they arise, which is the half a filing service never covers.
One fixed feeAgreed in writing before work begins, never hourly and never a percentage of a refund.
Pricing

Priced on the filings you owe, not on what you earn

The fee tracks how many returns are due and how much work the records need. Never a percentage of a refund, never a share of tax saved.

Tax filing & planning | fixed fee
Scope 1

Single entity

$1,450/ year

One company in one state, books already closed, with or without the owner's personal return alongside it.

  • Federal company return and one state
  • Owner personal return added from $750
  • Quarterly estimates set for the year ahead
  • Notices answered through the year
Scope 2

Multi-state or foreign-owned

$2,450/ year

Nexus in more than one state, sales tax running through the year, or a US entity with an owner outside the United States.

  • Everything in Scope 1
  • Additional state returns and a nexus review
  • Sales tax registration and periodic returns
  • Form 5472 or 1120-F where a filing is required
  • Planning sessions through the year, not only at year end
Scope 3

Group or catch-up

$3,950/ year

Several entities filing together, or a company several years behind that needs bringing current before anything else can happen.

  • Everything in Scope 2
  • Multiple entities and intercompany positions
  • Prior years brought current, sequenced to limit exposure
  • Penalty abatement requested where there are grounds
  • A structure review once the filings are clean

These are the published figures, fixed in writing before work begins. Every other fee we charge sits on one page.

Compare with every other fee

Starting fee for each scope, fixed in writing before work begins. Owner’s personal return from $750, each additional state $195, each additional K-1 $140. Prior-year catch-up quoted per year. No hourly billing, no percentage of a refund.

Questions

Asked before every engagement

Who actually prepares and signs the return?

NexusWorks LLC, a licensed US CPA firm. We scope the work, run the engagement and prepare the file from the ledger; they review, sign and file. You are billed once, by us.

Do we have to use you for bookkeeping too?

No. Tax is sold on its own and we file from whatever records you have, provided they are closed. Where we keep the ledger it is faster and cheaper, but it is not a condition.

We are years behind. Is that a problem?

Common, and fixable. Prior years are brought current in the order that limits exposure, not the order they happened, and penalty abatement is requested where there are grounds.

We are not in the US but our company is. What do we owe?

Usually more than people expect. A foreign-owned single-member LLC generally files Form 5472 with a pro forma 1120 even with no US income, and the penalty is steep. We establish what is due before quoting.

What is the difference between filing and planning?

Filing reports a year that already happened. Planning is the decisions taken while the year is still running. Sold separately, the second one never happens — which is why we do not.

Can you deal with a notice we have already received?

Yes, including returns we did not prepare. We read the notice, establish what is actually being asked, and respond from the records. Most are narrower than they look.

Do we need to register for sales tax?

It depends on where your customers are and what you sell, not where you are. A nexus review answers it. Registering in a state you do not owe is its own ongoing cost.

Will you take an aggressive position if we ask?

No. If a treatment will not survive being asked about, it does not go on the return. The same standard we apply to a model or a valuation, and not negotiable at any fee.

How much of our time will this take?

An hour or two, mostly answering one batch of questions. Everything else happens on our side once we have access to the records.

Related

The ledger first, then everything else

A return is the last thing built on the books, which makes it a good test of whether the rest of the finance function is doing its job.

Accounting & bookkeeping The closed ledger a return has to be built from Fractional CFO & controller Someone senior watching the position through the year Financial models & FP&A The forecast the quarterly estimates should be calculated from Quality of earnings What a buyer will make of the returns you have filed
Contact

Find out what you owe,
before the date does

Book a call and get a fixed-fee scope within 24 hours. Tell us the entity, the states and whether anything is outstanding.

Book a free consultation
What happens next
  • 1

    Free consultation

    Entity, states, prior years, and anything already outstanding.

  • 2

    Fixed-fee scope

    The filings you actually owe and the price for them, in writing within 24 hours.

  • 3

    Records request

    50% deposit and one batch of questions start the 10 business days.

  • 4

    Filed and forward

    Confirmations, workpapers, next year's estimates and the planning points already written down.