Every small business deserves a tax partner who understands its unique challenges. At Next Level Tax and Accounting, our Strategic Business Tax Return services are designed to deliver accurate filings, clear financial insight, and proactive guidance—so you can make informed decisions and avoid costly surprises.

We work with self-employed professionals, growing businesses, and established entities to ensure compliance while identifying opportunities to improve tax efficiency year-round.

What This Service Covers

Our business tax preparation services are ideal for:

• Sole proprietors (Schedule C)
• S-Corporations
• Partnerships

Each engagement includes a detailed review of your business activity, income, and expenses to ensure your return is accurate, complete, and aligned with current tax regulations.

🔷 🔷 🔷 Service Tiers 🔷 🔷 🔷

Tier 1: Essential

💡Best For: Schedule C filers, early-stage businesses, simple S-Corps with clean, straightforward activity

Includes:

• Federal business tax return preparation
  (Schedule C, S-Corp, or Partnership return) and one state return
• Business Financial Checkup (review of income and expense categories, owner compensation where applicable, basic asset and depreciation review, and business deductions)
• Electronic filing and confirmation
• Quality review prior to submission and support for tax questions related to the filed return

Tier 2: Comprehensive

💡Best for: Growing businesses with higher activity or multiple income streams

Includes everything in Tier 1, plus:

• Multi-state filing coordination (if applicable)
• Contractor income and 1099 review
• Owner distributions and equity review
• Business Financial Optimization (deeper analysis of deductions and credits)

Tier 3: Strategic

💡Best for: Established businesses seeking tax efficiency and planning insight

Includes everything in Tier 2, plus:

• Entity-specific tax strategy review (Schedule C vs S-Corp vs Partnership analysis)
• Review of reasonable compensation (S-Corps)
• Strategic tax planning insights
• Proactive guidance to support
• Business structure optimization considerations
• Multi-entity or pass-through income coordination
• Post-filing advisory consultation (strategy-focused, not just Q&A)

Optional Add-Ons:

• Bookkeeping cleanup or catch-up
• Payroll setup or corrections
• Sales tax filings
• IRS or state notices
• Amended business returns
• Multi-year or back-tax filings

👉🏽 Because every situation is different, pricing is confirmed after an initial review based on complexity and activity level. If new information arises after pricing is confirmed, we’ll notify you and obtain approval before additional work — no surprises.