A specialist practice doing two things and doing them well — S-Corp 1120S returns and basic federal + state 1040s. Prepared in Drake, secured by SmartVault, filed direct with the IRS.
No "we do everything" pitch. Two forms, a small team, a clear process — that's how the math on accuracy and turnaround actually works.
Prepared in Drake, filed direct with the IRS, K-1s delivered to every shareholder. Bundle with monthly bookkeeping or one-time books-cleanup and skip the year-end scramble.
Basic returns for W-2 earners, 1099 contractors with one Schedule C, retirees and households with standard deductions. One state included, additional states added per filing.
The slow parts of tax season — drop-offs, paper signatures, voicemail tag — replaced with SmartVault, DocuSign, and a preparer who responds the same day.
Drop W-2s, K-1s, prior returns and bank statements into your encrypted client folder. We send a checklist tailored to your filing.
A named preparer drafts your return in Drake Tax. A second preparer reviews it before it leaves the firm.
A draft return lands in SmartVault with a one-page summary. Sign Form 8879 electronically once you sign off.
Transmitted direct to the IRS. You receive the acceptance acknowledgement and a signed copy in your vault within hours.
Three concrete promises, with the receipts to back them. Every number on this page is measured against the last three filing seasons.
Every return is prepared by a credentialed human in Drake Tax, then reviewed by a second preparer before it leaves the firm. Our IRS rejection rate over the last three filing seasons is 0.04%.
From a complete document set to a filed acknowledgement. We staff small on purpose so returns never sit in a March queue.
Published rates. No drift between estimate and signing. Bundles for S-Corp + bookkeeping save 15–20% versus separate engagements.
Most clients in each tier pay exactly what's shown below. We'll only ask for more if your filing genuinely requires more work, and we'll tell you before we begin.
Federal + one state, standard or itemized.
Federal 1120S, K-1s, one state. Reasonable comp review included.
Monthly books reconciled all year, then 1120S filed in March.
A 1120S is only as good as the ledger it's drawn from. We can keep your books monthly, fix what's there once, or rebuild a year you'd rather not think about — then file the return on top of it.
Discuss bookkeepingReconcile bank, cards and clearing accounts each month. P&L and balance sheet delivered by the 10th.
Re-categorize transactions, repair opening balances, close prior periods. For ledgers that haven't been touched in months.
Prior-year books rebuilt from statements so 1120S filings, amendments and extensions are defensible if audited.
Reasonable comp targets, distribution timing, retirement deferrals, and estimated taxes — reviewed each quarter.
Every document you share with us — W-2s, K-1s, bank statements, IDs — lives inside SmartVault, the secure-document platform trusted by CPA firms across the country. Nothing is emailed in either direction.
SmartVault encrypts files in transit (TLS 1.2+) and at rest (AES-256). Your account is locked behind 2FA. Preparers see only what they need to file your return, and every access is logged.
The questions that come up most in the first call. If yours isn't here, the Help Center has a fuller list — or send us a note.
Form 1120S is due March 15 for calendar-year S-Corporations. Send a complete document set by February 15 to be confidently filed on time. If you bundle monthly bookkeeping with us, your books are already closed and we can file by early March.
Need more time? We file the Form 7004 six-month extension as part of our extension add-on.
Form 1040 is due April 15. A "basic return" covers W-2 wages, 1099-INT/DIV/R, a single Schedule C for sole proprietors, the standard or itemized deduction, and one state. Add-ons cover prior-year, amended, and extension filings; rental real estate (Sch. E) and multi-state filings are quoted separately.
Our median turnaround is 72 business hours from a complete document set — every checklist item in SmartVault, all open questions answered. During the last week before each deadline we prioritize already-engaged clients in upload order.
For 1120S clients: prior-year return, trial balance or QBO/Xero access, bank and credit-card statements through year-end, shareholder K-1 information, and payroll summaries. For 1040 clients: prior-year return, W-2s, 1099s, ID, and bank routing for refund/payment. SmartVault generates a personalized checklist after intake.
No. The whole engagement is electronic: intake, document collection, review, signature on Form 8879, e-file, and the signed final return. If you'd prefer a video call to walk through the draft return, we offer 25-minute review calls at no extra charge.
Yes. Ledgerline is an Authorized IRS e-File Provider (EFIN on file with the IRS). Every preparer holds an active PTIN, and the firm follows IRS Publication 4557 safeguards for taxpayer data.
Two forms, two deadlines, one workflow. Tell us which return you're filing and we'll send the SmartVault link and document checklist within the hour.