Est. MMXIV · Boston · Charlotte · Remote

Tax returns,
prepared with care
filed with speed.

A small, deliberate tax practice for two clients only: S-Corporations filing Form 1120S, and individual households needing a clean federal and state 1040. Books kept on the side when you want it. Nothing rushed, nothing late.

File my S-Corp return File my individual return

Carmen Ortiz, EA — founder, managing preparer

Built upon SmartVault Drake Tax Authorized IRS e-File 100% Electronic

Chapter I · The two we file

Two forms. Done properly.

A specialist practice, on purpose. We picked the two returns we know best and stopped accepting anything that would dilute the rest of the work.

For S-CorporationsForm 1120S

S-Corp returns, K-1s, and the books behind them.

Prepared in Drake, filed direct with the IRS, K-1s delivered to every shareholder. Bundle with monthly bookkeeping or one-time books-cleanup and the year-end scramble disappears.

Federal 1120S + state apportionment
K-1s for each shareholder, in SmartVault
Reasonable compensation review & flag
Optional bookkeeping & books-cleanup
Accounting catch-up for prior periods

Deadline

March 15

Turnaround

≤ 72 hrs

Starting at $895/return

Reserve a slot What's included

For Individual FilersForm 1040

Federal & state 1040s — clean, straightforward, on time.

Basic returns for W-2 earners, contractors with a single Schedule C, retirees, and households with standard deductions. One state included; additional states added per filing.

Federal Form 1040 + one state return
W-2, 1099-INT/DIV/R, single Sch. C
Standard or itemized deductions
Direct deposit / direct debit setup
Prior-year, amended & extension add-ons

Deadline

April 15

Avg time

2 days

Starting at $185/return

Start a 1040 Eligibility check

Chapter II · The way of working

Four steps from upload to filed.

The slow parts of tax season — drop-offs, paper signatures, voicemail tag — replaced with SmartVault, DocuSign, and a preparer who answers same-day.

Day 0 · ~15 min

Upload to SmartVault

Drop W-2s, K-1s, prior returns and bank statements into your encrypted client folder. We send a checklist tailored to your filing.

Days 1–3

We prepare in Drake

A named preparer drafts your return. A second preparer reviews every line before it leaves the firm.

iii

Same day

You review & approve

A draft return lands in SmartVault with a one-page summary. Sign Form 8879 electronically once you sign off.

Same day

We e-file & confirm

Transmitted direct to the IRS. You receive the acceptance acknowledgement and a signed copy in your vault within hours.

Chapter III · Three promises

Built on accuracy,
speed, and a fair fee.

Three concrete promises with the receipts to back them. Every number on this page is measured against the last three filing seasons.

Accurate to the cent

Every return is prepared by a credentialed human in Drake Tax, then reviewed by a second preparer before it leaves the firm.

0.04% IRS rejection · 3 yrs

II.

Fast — a 72-hour median

From a complete document set to a filed acknowledgement. We staff small on purpose so returns never sit in a March queue.

72 hrs Median turnaround

III.

Fair fees, published

Flat-rate fees published openly. No drift between estimate and signing. Bundles for 1120S + bookkeeping save 15–20%.

Flat No hourly surprises

Chapter IV · Fees

The fee schedule,
in plain sight.

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.

Starting at

Individual 1040

$185USD

Federal + one state, standard or itemized.

W-2, 1099-INT/DIV/R, single Sch. C
SmartVault document portal
Same-day e-file acknowledgement
+$95 per additional state

Start a 1040

House pick Starting at

S-Corp 1120S

$895USD

Federal 1120S, K-1s, one state. Reasonable comp review included.

1120S + K-1 per shareholder
Reasonable compensation review
One state apportionment included
Same-day e-file by March 15

Reserve a slot

Save 15–20% Annual bundle

1120S + Bookkeeping

$2,195/yr

Monthly books reconciled all year, then 1120S filed in March.

Monthly bookkeeping in QBO or Xero
Quarterly close & cash review
Year-end 1120S + K-1s
Books-cleanup priced separately

Talk to a preparer

Chapter V · For S-Corp clients

A tidy ledger makes for a tidy return.

A 1120S is only as good as the ledger it's drawn from. We can keep the 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 bookkeeping

Monthly BookkeepingFrom $240/mo

Reconcile bank, cards and clearing accounts each month. P&L and balance sheet delivered by the 10th.

Books CleanupOne-time

Re-categorize transactions, repair opening balances, close prior periods. For ledgers that haven't been touched in months.

Accounting Catch-UpPer period

Prior-year books rebuilt from statements so 1120S filings, amendments and extensions are defensible if audited.

Tax PlanningQuarterly

Reasonable comp targets, distribution timing, retirement deferrals, and estimated taxes — reviewed each quarter.

Chapter VI · Security

Your documents live in a vault, not an inbox.

Every document you share with us — W-2s, K-1s, bank statements, IDs — lives inside SmartVault, the secure-document platform used across the profession. Nothing is emailed in either direction.

SmartVault encrypts files in transit (TLS 1.2+) and at rest (AES-256). Your account is locked behind 2-factor authentication. Preparers see only what they need to file your return, and every access is logged.

AES-256 at rest, TLS 1.2+ in transit
2-factor authentication required
IRS Pub 4557 compliant practice
§7216 consent on file before disclosure
Audit log of every document access
Retention per IRS & state rules

Chapter VII · Frequently asked

Deadlines, documents,
and turnaround.

The questions that come up most in the first call. If yours isn't here, the Help Center has a fuller list — or send a note and we'll write back the same day.

I. When is my S-Corp 1120S due, and when should I send my documents?

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.

II. When is my individual 1040 due, and what does "basic return" cover?

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.

III. How quickly will my return be filed?

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.

IV. What documents do you need?

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 or payment. SmartVault generates a personalized checklist after intake.

V. Do I need to come into an office?

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.

VI. Are you authorized to e-file with the IRS?

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.

Chapter VIII · The deadlines

Pick your form.
We'll take it from here.

Two forms, two deadlines, one careful workflow. Tell us which return you're filing and we'll send the SmartVault link and document checklist within the hour.