Your business return and your personal return, prepared from books that stayed current all year and reviewed by Greg Neilsen before anything is filed. One monthly fee, starting at $750 per month, covers the bookkeeping, the planning, and the returns. No April scramble.
The business return, the owner’s personal return, and the filings that ride along with them, prepared together and filed on time. For most trade and service businesses that means:
Because the money in a trade business sits in trucks, tools, crews, and subcontractors, and a generic preparer treats those as line items instead of decisions. One example from a return we would prepare:
A Tampa plumbing shop buys a $68,000 service van in 2025. The van is over 6,000 pounds gross vehicle weight, so the passenger-car depreciation caps do not apply. Because it was placed in service after January 19, 2025, 100 percent bonus depreciation is available. The owner can take the whole $68,000 against 2025 income, or elect out and spread it over five years if 2025 was a slow year and 2026 looks strong. That one election can be the difference between a refund and a check, and it has to be made on the return itself. It cannot be fixed later.
The same care goes into the mileage log, the sales tax a contractor pays on materials, the workers’ compensation exemption count, and whether the S corporation salary is defensible. None of it shows up on a return prepared from a shoebox in March.
We fix the books first, then prepare the return. Catch-up is where most engagements start. We rebuild the year from bank and card statements, payroll reports, and invoices, reconcile every account, and only then file. From that point the books stay current every month, so the following year the return is a formality instead of a reconstruction.
Earlier than you think, because the business return is due a month before the personal one. For 2025 returns:
Extensions move the filing date, not the payment date. We send a short checklist in January listing exactly what we need, and for clients whose books we keep, most of it is already in hand.
It is inside the flat monthly fee, which starts at $750 per month and covers bookkeeping, tax planning, and both returns. The exact number depends on the size of the business and the state of the books. You get it in writing after the first call, before any work starts, and there is no per-form charge or hourly clock at filing time.
Tax preparation is one part of the full accounting function we run for trade businesses.
Yes. They are prepared together, by the same person, so the K-1 or Schedule C flows correctly and nothing gets entered twice or missed.
Your last two years of returns, bank and card statements, payroll reports, and your QuickBooks login if you have one. We send a one-page checklist and handle the rest.
Yes. If your tools, equipment, and furniture are worth more than the $25,000 exemption, the county property appraiser wants Form DR-405 by April 1. We file it with the rest of the returns.
Usually, yes. Business and personal returns can be amended for three years from the original due date. We review the prior return, quantify what was missed, and tell you whether amending is worth it before we do it.
Send it to us the day it arrives. We read it, tell you in plain English what it means, and handle the response. That is part of the engagement, not a separate bill. See tax consulting.
One free 15-minute call with Greg. Bring your questions. Leave knowing what Zero Tax would handle for your business and what it would cost.
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