STSummit Tax & Advisory

Six things we do, and where each one stops.

Every firm lists the same services. The useful part is knowing when a service is worth buying and when it isn't, so that's written underneath each one.

Business returns

The entity return and everything that hangs off it. We file in 22 states, so a second location doesn't mean a second accountant.

  • 1120-S, 1065, 1120
  • Franchise and state filings
  • Quarterly estimates
  • S-Corp elections, modelled first

Best value if your books come to us too — we're not reconstructing a year from bank statements in March.

Personal returns

For owners, freelancers, investors and anyone whose return stopped being simple the year something changed.

  • Form 1040 and schedules
  • Multi-state and part-year
  • Rental and investment income
  • Equity compensation

If your return is a W-2 and a standard deduction, use software. We'll tell you that rather than bill you.

Monthly bookkeeping

Books closed on a schedule, reconciled to the bank, categorised consistently — so the return is a formality.

  • Monthly close and reconciliation
  • Catch-up and clean-up work
  • QuickBooks or Xero
  • AR and AP support

Catch-up work is quoted separately. It's usually cheaper than you fear and always cheaper than leaving it.

Payroll

Runs, filings and year-end forms, handled end to end. Nobody on your team should have to learn payroll tax law.

  • Scheduled payroll runs
  • 941 and 940 filings
  • W-2 and 1099 preparation
  • New-hire onboarding

If you already run payroll somewhere you like, keep it. We'll work with their reports.

Tax planning

The conversation that happens while decisions can still change the number — not the one in April when they can't.

  • Year-end positioning
  • Entity structure
  • Owner compensation
  • Retirement contributions

Most useful above roughly $150K of profit. Below that we'll say so.

IRS notices and resolution

If a letter arrives, a licensed professional reads it the same week. This is not something we hand to software.

  • Notice review and response
  • Penalty abatement
  • Installment agreements
  • Representation

Bring us the envelope unopened if you like. Most notices are far less serious than they read.

What it costs

Published, because being quoted a price is not a favour. Yours depends on revenue, entity and how tidy things are — tell us and you'll get a figure in writing, not a discovery call.

Monthly bookkeeping
$250/month

rises with revenue — $850/month at $500K revenue

Payroll
$75/month

plus $12 per employee, filings included

Business return
$1,200/year

by entity type; multi-state adds $350

Personal return
$450/year

more if there's equity compensation or rental income

Tax planning
$300/month

quarterly sessions, credited against year-end work

Entity set-up
$600 one-off

S-Corp election modelled and filed for $450 — we check whether it pays before you commit