Return preparation
Individual and business returns prepared accurately and on time, with clear documentation of every position we take.
Tax preparation
Tax Preparation
Individual and business returns, quarterly estimates, and proactive planning to minimize surprises.
What's included
Everything we deliver in this engagement
Quarterly estimates
Proactive estimate calculations and payment schedules so cash flow stays predictable throughout the year.
Tax planning
Entity structure, deduction strategy, and timing recommendations aligned to your growth stage and goals.
Year-round support
Responsive guidance when life or business changes, acquisitions, hires, new states, or major purchases.
Process
Tax prep from start to finish
We follow a structured process so nothing falls through the cracks, from document collection to filing and follow-up planning.
We collect prior returns, financials, and payroll records, then identify credits, deductions, and planning opportunities.
Your return is prepared with clear notes on key positions. We walk through results before anything is filed.
We e-file federal and state returns, confirm acceptance, and provide copies organized for your records.
We close with updated estimates, a simple tax calendar, and recommendations to reduce liability going forward.
Deliverables
Deliverables you can rely on
Concrete outputs from tax prep so you know what is filed, what is due next, and what to do before next season.
Schedule a consultation- Filed federal and state returns with confirmation
- Quarterly estimate schedule for the year ahead
- Tax planning memo with actionable recommendations
- Organized document archive for audit readiness
- 30-day post-filing check-in with your Accru team
Who it's for
We work with a focused client roster
Small business owners
Multi-entity operators
High-growth founders
Professional service firms
FAQ
Everything you need to know before starting
We send a tailored checklist based on your entity type. Typically we need prior returns, P&L and balance sheet, payroll summaries, and major purchase or sale records.
Yes. Many clients combine owner and business filings so strategy stays aligned across both.
Ideally before January 31. Earlier engagement gives us time for planning moves before the tax year closes.
“We had been struggling with the same bookkeeping bottlenecks for years before Accru. By the end of the first quarter, we had a clear financial picture our entire leadership team could work from.”