A clean bridge from reviewed books to a signed return.
Institution keeps the year's records ready for filing, prepares the evidence packet, and coordinates with a licensed tax professional, so the return is not a scramble and the notice trail does not go missing.
- · Reconciled ledger
- · Trial balance
- · Supporting schedules
- · Fixed-asset roll
- · Payroll summaries
- · Federal + state filings
- · Elections + positions
- · Signed return package
- · Estimates + extensions
- · Notice response
Tax preparation and filing, with a clear professional handoff.
Institution coordinates business tax preparation and filing through an appropriately licensed tax professional. That professional prepares and signs the return and determines tax positions. Institution is not a public accounting firm. Your engagement confirms the preparer, filing scope and responsibilities before work begins.
Tax Desk is $199/month or $1,799/year, plus state fees. Monthly billing has a two-month minimum. Finance Desk adds a dedicated bookkeeper and monthly close. Compare plans and filing scope.
Name the entity, tax year, forms and jurisdictions.
Start with the company's tax classification and prior return. An LLC may have a different federal tax treatment from another LLC. S-corporation and C-corporation work, foreign-owner reporting, additional jurisdictions and an owner's personal return are distinct questions for the preparer.
Tax Desk lists business IRS filings, annual state filings, extensions and Delaware franchise-tax support. Confirm the actual returns, payment responsibilities and filing year in the engagement. Additional state or city filings are $249 / jurisdiction; Form 5472 is $399 / owner. Government fees and work outside the accepted scope can be separate.
If a deadline is close, send the notice or filing date and the last reconciled month immediately. The professional must assess extension or late-filing options; incomplete books, a missed notice or an unpaid tax cannot be resolved by a plan purchase alone.
Use the tax preparer selection checklistWhat we hand over, and why it matters.
Where Institution stops and the licensed preparer begins.
- · Reconciled books and supporting schedules
- · Organizer coordination + open-question list
- · Evidence packet delivered to the preparer
- · Notice logging and follow-through
- · Filing positions and elections
- · Estimates and extensions
- · Signature and submission
- · Direct notice response where required
What happens when a notice arrives after filing.
- 1Notice received via Registered Agent or client forward
- 2Logged against the entity + tax year
- 3Reviewed by Institution; routed to the licensed preparer if a response is required
- 4Response drafted, reviewed, sent, and archived with the return
What tax coordination does not include.
- We do not prepare or sign returns; a licensed tax professional does.
- We do not opine on filing positions.
- We do not represent taxpayers before the IRS.
- State and federal processing timelines are outside our control.
Frequently asked
Who prepares and signs my tax return?
Institution coordinates business tax preparation and filing through an appropriately licensed tax professional. That professional prepares and signs the return and determines tax positions. Institution is not a public accounting firm. Your engagement confirms the preparer, filing scope and responsibilities before work begins.Understand tax preparer credentialsHow much does Tax Desk cost?
Tax Desk is $199/month with a two-month minimum, or $1,799/year, plus state fees. It is designed for businesses that keep their own books. Finance Desk adds a dedicated bookkeeper at $299/month or $2,799/year, plus state fees.Review plan inclusions and feesWhich LLC, S-corporation or C-corporation filings are included?
Tax Desk lists business IRS filings and annual state filings. The licensed preparer confirms the actual forms, tax year, entity classification, elections and jurisdictions in your engagement. An LLC's legal form alone does not establish its federal tax treatment. Personal returns and every possible information return are not automatically included.Do additional state or city returns cost extra?
The published add-on is $249 / jurisdiction for an additional state or city filing. State government fees are separate unless expressly included. Provide locations, employees and business activity so the preparer can determine filing obligations; incorporation in one state does not settle every other state's requirements.How much does Form 5472 support cost?
The published Form 5472 add-on is $399 / owner. The preparer determines whether Form 5472, a pro forma Form 1120 or other returns are required from ownership, entity classification and related-party transactions. The published service fee does not determine how many forms must be filed.Review foreign-owner records and filing scopeCan I keep my existing CPA?
Yes. Institution can organize reviewed books, prior returns, asset schedules, payroll summaries and open questions for your existing preparer. Confirm which provider is responsible for preparing, reviewing, signing and submitting each filing.Can you help if my books are behind or a deadline was missed?
Share the tax year, notice or deadline, last completed month and available records first. Cleanup, late filings and notice-response work need an explicit scope. The licensed professional assesses filing or extension options and any penalties; Institution cannot promise penalty removal.Are payroll, sales tax, personal returns and IRS representation included?
Do not assume they are included in a business income-tax engagement. Identify each return, jurisdiction, notice and representation need in the proposal. Payroll-provider records and sales-tax reports may support the books without transferring filing responsibility.