Your Business: Entity Tax Preparation
Your operating business is the engine. These plans keep it compliant, protected, and positioned to fund the next chapter - whether that’s scaling operations or acquiring your first property.
Lite
Our Lite package gives you reliable entity tax prep for the growing business - filed accurately, on time, every year.
Prices begin at:
$1,500/year for entities*
CORE FILINGS
☑️ Federal + 1 state return prep & filing
☑️ Estimated tax calculations & vouchers
☑️ K-1 package for each partner
☑️ Live meeting to review return results
PLANNING & PROTECTION
— IRS/state notice coverage: none
— Forward Tax projections: see Tax Planning plans
— Accounting cleanup: billed separately
ACCESS & RESPONSE
☑️ Secure client portal
☑️ Brief emails & calls included
🕓 Standard response time (~1 week)
— Consultations: billed separately
— Scheduling: standard priority
INCLUDED PERKS
☑️ $250 discount on individual prep
☑️ Annual tax calendar & guide
☑️ Firm newsletter
Core
Our Core package gives you year-round protection for the business owner who can’t afford surprises between filings.
Prices begin at:
$2,250/year for entities*
CORE FILINGS
☑️ Federal + 1 state return prep & filing
☑️ Estimated tax calculations & vouchers
☑️ K-1 package for each partner
☑️ Live meeting to review return results
PLANNING & PROTECTION
☑️ IRS/state notice coverage: up to $500
☑️ Light accounting cleanup (<2 hrs)
ACCESS & RESPONSE
☑️ Secure client portal
☑️ Brief emails & calls included
☑️ 48-hour response time (Mon-Fri)
☑️ 1 in-person or video consultation
☑️ Priority scheduling over Lite
INCLUDED PERKS
☑️ $250 discount on individual prep
☑️ Annual tax calendar & guide
☑️ Firm newsletter
Premium
MOST COMPREHENSIVE
Our Premium package gives you the highest level of access and protection for the business owner who is serious about growth.
Prices begin at:
$3,250/year for entities*
CORE FILINGS
☑️ Federal + 1 state return prep & filing
☑️ Estimated tax calculations & vouchers
☑️ K-1 package for each partner
☑️ Live meeting to review return results
PLANNING & PROTECTION
☑️ IRS/state notice coverage: up to $2,500
☑️ Light accounting cleanup (<2 hrs)
ACCESS & RESPONSE
☑️ Secure client portal
☑️ Brief emails & calls included
☑️ 24-hour response time (Mon-Fri)
☑️ Up to 2 in-person or video consultations
☑️ First choice of scheduling dates
INCLUDED PERKS
☑️ $500 discount on individual prep
☑️ Annual tax calendar & guide
☑️ Firm newsletter
*Entities include s-corps, partnerships, trusts, llcs, and c-corps structures filing separate tax returns from an individual’s tax return.
Prices shown reflect starting rates and may vary based on complexity, structure and scope of work. Additional fees may apply for: extra state/local filings ・ 1099 filings ・ foreign filings ・ consolidation returns ・additional owners beyond 2. All clients receive access to our secure Karbon portal for document uploads, questionnaires, and engagement letters.
Tax clients may also add the services below:
Business Accounting
For small business owners who want confidence in their numbers and reliable financial visibility throughout the year - not just at tax time.
Our Business Accounting package gives you clear, organized financials and the confidence that your books are accurate so you can make better business decisions and avoid surprises at tax time.
Prices begin at:
$500/month
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Ongoing bookkeeping and transaction categorization
Monthly financial reports
Bank and credit card reconciliations
Secure document sharing and digital record keeping
Annual 1099 tax filings
Responsive communication when questions come up.
Business Support Services
These services can be added based on your business needs and are typically discussed during your initial consultation.
Catch-up and clean-up bookkeeping
Misc. Tax Form Preparation
Annual business property filings
Worker’s comp audit support
Sales & Use tax filings
1099 tax filings
Additional reporting and compliance support
Consulting and Advisory
Getting started is easy.
1
Tell Us About You
Start by completing a short intake form.
2
Quick Fit Conversation
We’ll connect to learn more and ensure we’re a good fit for each other.
3
Paid Strategy Session
We’ll walk through your situation and recommended next steps. If you decide to move forward, your consultation fee ($300) is applied toward your services.
More than an accountant, CPA-ROD is a trusted partner
"Working with CPA-ROD gives me complete peace of mind. I trust that they're taking care of everything while also educating me along the way. I feel secure knowing they're part of my team."