Business tax preparation
The business return and the owner return prepared together, estimated payments calculated from the actual result, and a conversation about what was filed and what to pay next.
Starting at $1,350
Tax preparation and advisory
A CPA for business owners.
Tablerock Advisory prepares business and owner tax returns and helps owners understand what their numbers are telling them. A small practice with a limited roster, where you work directly with the CPA doing the work.
Who's doing the work
- Licensed
- CPA, 10+ years
- Trained
- MBA, Penn State
- A decade
- Small business lender
- Before that
- Operator, not consultant
What I do
Three things, done properly.
Tax projections
A look at the likely result before the year closes, so the number in April is not the first time you hear it. One projection, one meeting, a written action list.
Starting at $950
Financial assessment
A fixed-fee review of what is driving cash, profit, and margin in the business, ending with a scorecard and a 90-day priority list. Offered outside filing season.
Three weeks, fixed fee
If the books are behind, that gets handled first. Financial cleanup is a separate project with its own quote.
Who this is for
Business owners who want a CPA who picks up.
This is probably a fit if
- You own the business and run it day to day
- It is an S corporation, sole proprietorship, or single-member LLC
- Your bookkeeping is current and in a system I can get into
- You want the business and owner returns handled together
- You are leaving your current CPA over service, not price
Worth a conversation first
- Partnerships, C corporations, trusts, estates, or several states
- Multiple entities, or unresolved basis questions
- Books that are well behind and need rebuilding first
- You are looking for the cheapest return you can find
Some of this I take on and some of it I refer out to people who do it every day. Either way you get a straight answer on the call, not after you have paid for one.
The roster is small on purpose. That is the trade: fewer clients, and the person preparing your return is the person you talk to.
Start here
Let's talk about your situation.
Twenty minutes on the phone. A few questions when you book so the call starts with the useful part, and a straight answer about whether this is a fit.