Business Tax Preparation for Established Business Owners

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Tax preparation designed for planning, credits, and audit readiness — not one‑time filings.

TaxCap’s Tax‑Only Practice is built for established businesses that require structured, system‑based tax preparation and ongoing tax planning. This is not a drop‑off‑your‑documents service. Our work is designed for owners who want their tax return done correctly, defensibly, and with every eligible credit properly evaluated

Annual engagements typically range from $2,500 to $10,000+, depending on complexity, systems, and planning needs.

Who This Is For?

This service is a good fit if you:

  • Run an established business with consistent revenue

  • Benefit from mid-year and year-end tax planning

  • Use (or are willing to use) payroll, POS, and accounting systems

  • Want credit identification and audit-ready filings

What’s Included?

  • Business tax return preparation (federal & state)

  • Two tax planning reviews per year (mid-year and year-end)

  • Credit evaluation & support, including:

    • FICA Tip Credit

    • Secure 2.0 credits

    • Small Business Health Care Credit

    • Disabled Access Credit (up to $5,000)

  • Audit-ready reconciliation & adjustments, including depreciation, officer expenses, and required journal entries

Required Systems & Access

To ensure accuracy and protection, access is required where applicable:

  • Truss Tax Practice Module (required)

  • Payroll systems (credit support & reconciliation)

  • POS systems (tip credit & 1099-K protection)

  • QBO (reconciliation, depreciation, credit capture)

System access allows proper credit documentation and reduces audit risk.

Pricing

Annual Tax-Only engagements typically range from $2,500 to $10,000+.

Pricing depends on business complexity, systems, and planning requirements.

Schedule a Tax Prep Review

For established business owners seeking structured tax preparation, planning, and audit-ready filings.

Request a Tax Prep Review