Tax preparation and planning
Business and individual tax preparation in Portland, Oregon.
Annual packages for owners whose books are already clean, and for individuals who want a CPA rather than a storefront. Every package has a minimum fee, and your final fee is confirmed in writing before any work begins.
Business entity returns.
Form 1120-S, 1065, or 1120, prepared from a closed and reconciled trial balance.
- Federal entity return
- One state return
- Schedule K-1s for up to two owners
- Book-to-tax adjusting entries
- Depreciation schedule, up to 10 assets
- E-file and digital document storage
- Everything in Compliance
- Year-round access for quick questions
- Annual reasonable compensation review, documented
- Quarterly estimated payment assistance
- IRS and state notice assistance
- One meeting per year
- Annual entity health check
- Everything in Advisory
- Mid-year and fall projections, entity and owner
- Quarterly advisory calls
- Annual tax planning meeting
- Multi-entity and multi-state coordination
- Priority scheduling
Individual returns.
- Form 1040 preparation
- Digital document storage
- Drop-off service
- Everything in Compliance
- Year-round access for quick questions
- Quarterly estimated payment assistance
- IRS notice assistance
- One meeting
- Everything in Collaboration
- Mid-year and fall tax projections
- Annual tax planning meeting
Minimums assume a closed, reconciled trial balance and a single-state, single-entity filing. Your final fee depends on complexity and is confirmed in writing before any work begins.
Bundle
Engage your personal return at Collaboration or higher and take $250 off the business package.
Applied automatically when both engagements are accepted in the same season. One discount per entity — not per owner, and not per return.
What moves your fee above the minimum.
Additional work beyond the base return is billed at a variable rate, quoted and confirmed in writing before it starts.
| Item | Typical add |
|---|---|
| Each additional state return | $250 |
| Each K-1 beyond two owners | $100 |
| Fixed assets beyond ten | $15 each |
| Bookkeeping cleanup or unreconciled books | $175/hr |
| Rental or real estate activity inside the entity | $200 per property |
| First-year setup, Form 2553 election, or late election relief | $450 |
| Form 3115 accounting method change | $750 |
| 1099 preparation and filing | $150 + $10/form |
| Amended entity return | from $650 |
| Consolidated or tiered entity structures | quoted |
When a package isn't the right shape.
If your books need work every February, or you'd rather know your number in June than in March, the annual package is the wrong tool — you're paying for a return when the problem is the eleven months before it.
That's what the monthly engagement is for, and it includes these returns rather than adding to them.
Common questions.
How much does an S corp tax return cost?
Our minimum for a federal 1120-S with one state return and K-1s for up to two owners is $1,600, assuming closed and reconciled books. Additional states, owners, fixed assets, and rental activity move it up, and every figure above the minimum is confirmed in writing before work starts. Most single-state, single-owner S corps land at or near the minimum.
What is reasonable compensation for an S corp owner?
There's no percentage rule, despite what you'll read. The standard is what you'd have to pay someone else to do your job, and the courts weigh training and experience, duties and hours, what comparable businesses pay, and the relationship between compensation and distributions. What matters as much as the number is the documentation behind it — a defensible figure with a written basis holds up; a round number someone picked years ago doesn't.
Do you prepare both the business return and my personal return?
Yes, and we'd rather do both — the two returns are one conversation, and separating them is how owners end up surprised. Engage your 1040 at Collaboration or higher in the same season and $250 comes off the business package automatically.
When are business tax returns due in Oregon?
S corporation and partnership returns are due March 15 federally, with Oregon following the federal date. C corporation returns are due April 15. Extensions push the filing deadline but not the payment deadline — tax owed is still due on the original date, which is where most of the penalty exposure comes from.
Can you file an S corporation election for my LLC?
Yes. Form 2553 is a $450 add-on, including late election relief where it applies. Whether the election is worth making depends on a defensible salary rather than on the payroll tax spread alone — if your profit can't support paying yourself a market wage and still leave a distribution, the election may cost more than it saves.
Not sure which package fits?
Send us last year's return. We'll look at it and tell you honestly.