Tax Prep & Advisory
Tax returns and planning from one connected team.
Tax Preparation and Tax Planning for Businesses and Their Owners
BBK Tax, our tax practice, prepares business and personal tax returns and helps owners plan ahead all year. Because your bookkeeping and your taxes are handled by one connected team, there's no year-end scramble to hand records to an outside preparer, and no gap between the people who keep your books and the people who file your returns.
How BBK Tax helps
Catch up: overdue business and personal returns filed, with the books rebuilt first
Stay current: annual federal and state returns for individuals, businesses, nonprofits, and trusts, with extensions included
See clearly: year-round tax planning, from a one-time consultation to an ongoing advisory plan
Meet the team
The BBK Tax team brings more than 25 years of combined accounting and tax experience to every return. They work alongside the BBK Accounting team that keeps your books all year, with access to additional specialists when your situation calls for it.
Photo coming soon
Headshot of Katie Malan
Katie Malan
Partner, BBK Tax
Bio coming soon
Photo coming soon
Headshot of Grayce Anderson
Grayce Anderson
Partner, BBK Tax
Bio coming soon
BBK Tax is part of BBK Accounting, led by CEO Alex Mic-Podar and COO Julie DeLong.
Why we added tax
For nearly two decades, BBK has built its reputation on service: responsive people, open lines of communication, and high standards, month after month. Our clients have come to expect it.
And we kept hearing the same frustration about tax preparers, from clients and from nearly every business owner we talk to. They can't get their preparer on the phone. Questions go unanswered for weeks. They'd value just a little proactive advice during the year, someone to point them in the right direction before a decision, and instead they only hear from their preparer once a year, if then.
So we built BBK Tax around the standard of service we've spent years developing:
Real communication.
Your tax team answers your questions and keeps you informed, not just in April.
Proactive, not reactive.
We reach out, check in, and plan with you during the year.
One shared set of numbers.
Your tax team works alongside your bookkeeping and payroll team from the same data, so everyone is aligned.
The same high standards
BBK clients already count on.
Why one connected team matters
Most business owners have a bookkeeper and a separate tax preparer who rarely talk to each other. Records get handed off late, questions bounce back and forth, and tax planning happens after the year is over, when it's too late to change much.
With BBK, your tax team works from the same books your bookkeeper keeps all year. That means:
- Fewer surprises. Your tax team sees how the year is going, not just how it ended.
- Less back-and-forth. The information your return needs is already organized.
- Planning that happens in time to matter, before year-end decisions are locked in.
Already have a CPA you trust? We'll deliver clean, tax-ready financials to them instead.
Catch up: get overdue returns filed
Overdue returns usually start with overdue books. Our bookkeepers get each missing year in order, oldest first, and BBK Tax prepares and files the returns. One team handles both, so nothing gets lost between them. If you're several years behind, we'll map out the order of work and give you a clear quote before we start. The first year is full price, and each additional year is 15% off.
Stay current: annual tax preparation
BBK Tax prepares federal and state returns for:
- Individuals (Form 1040), including self-employment, rental property, and farm income
- S-corporations (Form 1120-S)
- Partnerships and multi-member LLCs (Form 1065)
- C-corporations (Form 1120)
- Nonprofits
- Trusts
Extensions are filed as a normal part of our service whenever they're needed, so a late document never means a late filing. You send documents through a secure tax portal, which keeps your personal and financial information protected.
Our tax team works with the same industries our bookkeepers know well, including real estate investors and rental owners, law firms and other professional practices, construction and trades, e-commerce sellers, hospitality businesses, and nonprofits. Because your returns are built from books kept by people who know your industry, the deductions and details specific to your business don't get missed.
See clearly: year-round tax planning and advisory
The best time to lower your tax bill is before the year ends. Our advisory plans give you a tax team you can call on all year:
- Estimated-tax guidance, so quarterly payments aren't a guess
- Mid-year and year-end planning
- Tax projections before major decisions
- Entity, payroll, and owner-compensation strategy
- Planning for major purchases and retirement
Choose a one-time consultation for a specific question, or an ongoing plan sized to your business.
Pricing
The prices below are for standalone tax services and don't include bookkeeping. We can build tax preparation and planning into a customized package with any of our other services, such as bookkeeping, payroll, and advisory, for one monthly price. Want tax as part of a package? Schedule a call and let us know tax is part of what you need.
Tax return preparation
| Return | Starting at |
|---|---|
| Individual return (Form 1040) | $400 |
| Add Schedule C (self-employment), E (rental and pass-through income), or F (farm income) | $150 each |
| Partnership return (Form 1065) | $1,200 |
| S-corporation return (Form 1120-S) | $1,200 |
| C-corporation return (Form 1120) | $1,500 |
| Nonprofit return (Form 990-EZ) | $1,000 |
| Nonprofit return (full Form 990) | $1,500 |
| Trust return (Form 1041) | $1,000 |
Every return includes a complimentary 30-minute tax strategy call in the third or fourth quarter, in addition to the meetings needed to prepare your return, so you can plan before the year ends. Trusts with multiple beneficiaries or state filings are quoted individually. S-corporation returns require payroll to run through an automated payroll system; if you don't have one yet, our payroll team can set it up.
Tax planning and advisory
| Plan | Starting at | Typically for | Includes |
|---|---|---|---|
| One-time consultation | $350 | A specific question or decision | Review of your situation and prior return, a 60-minute strategy meeting, answers to your questions, and a written summary of next steps. The fee is waived if you start an advisory plan. |
| Basic advisory | $250/month | One owner and one simple business, usually under $500K in revenue | Year-round questions, estimated-tax guidance, mid-year and year-end planning, and a basic entity and owner-compensation review |
| Growth advisory | $500/month | $500K to $2M in revenue, or 2 to 3 related entities | Quarterly planning meetings, tax projections, estimated payments, entity and payroll strategy, and major-purchase and retirement planning |
| Complex advisory | $1,000/month | Over $2M in revenue, 3 or more entities, multi-state, real estate or holding companies | More frequent proactive planning, multi-entity strategy, scenario modeling, and priority access |
Entity setup
Many planning conversations end with a new LLC, a new corporation, or an S-corp election. When they do, we can handle the filing.
| Service | Starting at |
|---|---|
| New LLC or corporation formation* | $250 |
| S-corporation election | $100 |
*We're not attorneys and can't give legal advice on how to structure an entity. Before we file a new entity, you'll sign a short acknowledgment, and you're welcome to have an attorney review the structure.
Other tax work
Amendments, responses to IRS and state notices, and other work outside a standard return or advisory plan are quoted case by case, generally at $350 per hour. Amending a return we didn't prepare can take as much work as preparing a new one.
How it works
Schedule a call.
Tell us what you need: this year's return, overdue returns, or year-round planning.
Get a clear quote.
We confirm which returns and schedules apply and recommend an advisory plan if one fits.
Send your documents securely
through our tax portal.
We prepare and file.
Extensions are filed whenever they're needed, and we walk you through your return before it's filed.
Frequently asked questions
How much does tax preparation cost?
Individual returns start at $400, plus $150 for each Schedule C, E, or F. Partnership and S-corporation returns start at $1,200, and C-corporation returns start at $1,500. Every return includes a complimentary 30-minute tax strategy call. These are standalone prices; tax can also be part of a single monthly package with your other services.
Do you file extensions?
Yes. Extensions are a normal part of our service.
Can you file several years of overdue returns?
Yes. Our bookkeepers rebuild the books for each missing year, and BBK Tax prepares and files the returns. The first year is full price, and each additional year is 15% off.
Do I have to use BBK for bookkeeping to use BBK Tax?
No, but working with one connected team makes tax season much simpler.
What's the difference between tax preparation and tax planning?
Preparation reports what already happened. Planning happens during the year, while you can still make choices that lower your tax bill.
How do I send you my documents?
Through our secure tax portal, which keeps your information protected.
Can I combine tax with bookkeeping and other services?
Yes. We can build tax preparation and planning, bookkeeping, payroll, and advisory into one customized package with a single monthly price. Schedule a call and let us know tax is part of what you need.
Can you set up my LLC or corporation?
Yes. We can form a new LLC or corporation and file S-corp elections. We're not attorneys, though, and can't give legal advice on how to structure an entity. You'll sign a short acknowledgment before we file, and you're always welcome to have an attorney review the structure.
Still have questions about tax?
We'll walk you through how filing, catching up, or planning ahead would work for you and your business.
Talk to our tax team
Whether you need this year's return, several years caught up, or a plan for next year, we'll help you find the right fit.