New Clients & Inquiries

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Tax Returns

Incorporation / Business Formation

Bookkeeping / Payroll

Business Management

Tax Planning / Advisory

IRS or State Notice / Audit / Tax Issue

Other

Are you looking for help with tax return preparation and ready to begin our new‑client onboarding process?


Our minimum fee for this service typically starts at $750 for individuals.

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The next step is to create your secure client account so we can request documents and begin onboarding. You’ll be redirected to our client portal.

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Please do not include Social Security numbers or other sensitive tax information in this form.

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We’ve received your inquiry and will get back to you within 1–2 business days.

For urgent requests, call us at (800) 986-0101

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Sources & References

IRS Publication 15 (Circular E)Employer’s Tax Guide Form 941Employer’s Quarterly Federal Tax Return Form 940Employer’s Annual FUTA Tax Return Form W-2Wage and Tax Statement 26 USC §3101Rate of FICA Tax 26 USC §3301Rate of FUTA Tax IRS Employment Tax Center IRS Publication 15-AEmployer’s Supplemental Tax Guide IRS Publication 583Starting a Business and Keeping Records IRS Publication 538Accounting Periods and Methods IRSWhat Records to Keep 26 USC §446General Rule for Methods of Accounting