Tax and Accounting Solutions for Individuals and Small Businesses
(405) 340-6271
Business Tax Services
Compliance When You Need It. Planning When It Matters.
Our business tax services are designed to scale with your business.
Whether you are simply meeting filing requirements or looking to proactively manage
tax exposure, each tier is structured intentionally—so you receive the right level of
support, insight, and planning.
Basic - Compliance
Ideal for
Business owners who want a professionally prepared business tax return with no ongoing advisory component.
What’s Included
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Federal and Oklahoma business tax returns
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K-1 preparation (if applicable)
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Personalized organizer & secure portal access
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Email support limited to tax return clarification
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Filing and confirmation
What’s Not Included
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Tax planning or strategy discussions
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Mid-year consultations
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Notice responses or amendments
Turnaround
Typically 2–4 weeks after all information is received
Typical Investment Range
$700 – $800
Plus - Priority & Tactical Guidance
Ideal for
Business owners who want faster turnaround and limited guidance on reducing taxable income for the current year.
What’s Included
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Everything in Basic, plus:
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Priority preparation over Basic clients
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One amended return (if needed)
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30-minute consultation to discuss tactical opportunities to reduce taxable income
What’s Not Included
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Ongoing tax planning throughout the year
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Mid-year or quarterly consultations
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Scenario modeling or forward-looking analysis
Turnaround
Typically 2–3 weeks after all information is received
Typical Investment Range
$800 – $950
Advance - Proactive Planning & Certainty
Ideal for
Business owners who want to anticipate tax outcomes, not react to them.
This tier is designed for clients who prefer planning ahead, understanding tradeoffs, and making informed decisions throughout the year—not just at filing time.
What’s Included
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Everything in Plus, plus:
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Year-round email support for business tax questions
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IRS & Oklahoma Tax Commission notice assistance
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One amended return (if needed)
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Annual tax planning session (1 hour)
What’s Not Included
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Quarterly standing meetings
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Coordination with attorneys or outside advisors
Turnaround
Typically 1–2 weeks after all information is received (priority over Plus)
Typical Investment Range
$1,150 – $1,350
Important Note on Pricing
Business tax services are scoped intentionally to ensure accuracy, responsiveness, and the appropriate level of advisory support.
Pricing reflects:
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Entity type and ownership structure
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Complexity of operations
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Number of states, filings, and schedules required
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Level of proactive planning and advisory involvement
Final pricing is confirmed after a brief review to ensure the service level aligns with your business needs.
Looking for Ongoing Support Beyond the Tax Return?
Many business owners benefit from combining tax services with ongoing bookkeeping and advisory support.
Our Bundled Packages integrate financial reporting with tax preparation and planning to provide a more complete picture—and greater certainty.
→ Learn more about Bundled Services
Ready to Get Started?
If you’re looking for a professional business tax partner—and want clarity around your obligations and opportunities—we invite you to start a conversation.
Request a consultation to determine the best fit.