Get a Business Tax Quote
Pricing for business tax services depends on complexity. To give you an accurate quote—and determine the right level of service—we first review a few key details and documents.
Why we ask for this information
Business taxes can’t be quoted accurately from a few questions alone. Prior-year returns and financial statements help us understand your entity structure, activity, transaction volume, deductions, and any multi-state exposure so we can quote correctly the first time—without surprises later.
Why documents are required
- Prior-year tax return(s): confirms entity type, elections, and filing details
- Profit & Loss: shows revenue/expense activity and complexity
- Balance Sheet: helps validate assets, liabilities, and business structure
Your information is secure
All information and documents are submitted through secure, encrypted software used by accounting and financial professionals. Files are uploaded directly to protected systems, access is restricted to authorized personnel only, and we do not sell or share your data. Uploading through this form is typically safer than email and helps ensure proper handling of sensitive financial information.
What happens after you submit
- We review your information internally
- We assess complexity and the appropriate service level
- If your situation qualifies, you’ll be invited to schedule a review call
- You’ll receive a clear quote based on your actual situation
Submitting this form does not obligate you to move forward—it simply allows us to evaluate your case accurately.
Business Intake Form
Please complete the form below and upload the requested documents to receive an accurate quote.
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