Tax Preparation & Planning

Keep more of what you earn—without the scramble.

We prepare and file taxes for individuals and businesses—and build planning routines that reduce surprises and avoid overpayment. Quiet, thorough, year-round.

Estimate potential savings What we do

What we do—calmly and completely

Preparation & filing

Prep from $250

1040, Schedule C/E, partnership, S-Corp, C-Corp returns. Extensions, quarterlies, and e-file confirmations—done cleanly and archived.

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Planning that prevents overpayment

Planning from $/mo

Entity reviews, elections, reasonable comp, retirement & HSA strategies, depreciation—mapped to your situation.

See planning wins

Multi-state & notices

Add-on services

City/state returns, safe-harbor estimates, registrations, and calm notice response so deadlines don’t become penalties.

How we handle it

We’ll include a short note on elections and timing based on your situation.

Preparation & filing

  • Clean intake → organized docs → e-file confirmation.
  • Quarterlies & extensions scheduled so nothing slips.
  • Secure archive so next year is faster.

Tax planning that pays for itself

  • Entity & election check (e.g., S-Corp, reasonable comp).
  • Timing strategies: depreciation vs. bonus, quarterlies, SALT.
  • Retirement/HSA optimization and cash-flow-first calendars.

Multi-state & notices

  • Apportionment and safe-harbor estimates done on a schedule.
  • Registrations & city filings handled without drama.
  • Notice triage and written responses with proof attached.

Individuals (Form 1040)

  • Capture what’s missed: credits, adjustments, and timing that keep cash with you.
  • Default to calm: we prep the documents you’ll need next year—no hunt, no stress.
  • Anchored pricing: clear “from $250” sets expectations before we start.

LLCs / S-Corps / C-Corps

  • Election drift costs: reasonable comp and timing strategies protect margins.
  • Fewer surprises: quarterlies, payroll, and depreciation live on a calendar.
  • Clarity: one page that shows what’s next and why it matters.

Multi-state, rentals, K-1s

  • Apportionment sanity: clean workpapers keep state math unambiguous.
  • Avoid Penalties: avoid penalties and interest with safe-harbor estimates.
  • Documentation first: notices get answered fast with what’s already on file.

Quarterlies & extensions

  • Procrastination-Proof: automated reminders beat “I’ll do it later.”
  • No more scramble: draft vouchers and deadlines sit on a shared calendar.
  • Proof ready: paid/efile confirmations archived for bank and IRS.

Year-round planning

  • Compounding wins: small monthly tweaks beat April heroics.
  • Reliable: a steady plan reduces decision fatigue.
  • Calm at filing: returns become confirmation, not discovery.

Why this matters

  • Overpayment is common. Old elections and missed adjustments quietly add up each year.
  • Deadlines create penalties. Quarterlies, extensions, and city/state filings compound if they slip.
  • “Big refund” ≠ winning. It often means you loaned the government your cash at 0%.
  • Entity drift costs real money. Reasonable comp, depreciation, and state rules change—your plan should too.

Our job is simple: reduce avoidable tax and remove deadline anxiety—quietly, on a schedule.

See where planning usually pays for itself

Tax savings estimator

Directional only—adjust sliders to see where planning usually helps (deductions, elections, timing). This is not tax advice.

Inputs

Advanced
Current preset: Simple individual — Prep from $250 • Planning from $49/mo. What’s included

Estimated impact

  • Tax overpaid (missed items)$0
  • Optimization savings$0
  • Penalties/interest avoided$0
  • Total annual benefit$0
  • Net after Totalis fee$0
  • ROI (annual)0×

We’ll confirm specifics during planning; this is just a starting point.

We’ll include a short note on elections and timing based on your inputs.

Download & Schedule

Tax Prep & Planning Checklist

Clean, practical steps for year-round planning and a calm filing season.

Download (PDF)

Talk to a tax planner

15 minutes to review your situation and outline a plan that fits.

Schedule appointment

We prepare and file taxes and provide tax planning. We are not a CPA firm.

Quiet proof

“Extensions used to scare us. Now quarterlies and elections are scheduled. No surprises at filing.”

— S-Corp owner

“We weren’t doing anything ‘wrong’—we were just overpaying. Planning changed that.”

— Consultant, multi-state

FAQs

Do you prepare and file tax returns?

Yes. We prepare and e-file individual and business returns (1040, partnerships, S-Corp, C-Corp), including multi-state filings, extensions, and quarterlies. We are not a CPA firm.

What about tax planning—what does that include?

Entity/election review (e.g., S-Corp), timing strategies, retirement/HSA, home-office/auto, depreciation/bonus, and state strategies. We quantify estimated savings before you change anything.

Can you help if we receive a notice?

Yes. We triage the notice, draft a response, and provide the backup (proof of filing/payment). Most letters are timing or matching issues; we resolve calmly.

Do you handle businesses and individuals?

Yes. Individuals (including rentals/K-1s), sole props, LLCs, partnerships, S-Corps, and C-Corps. We also support multi-state returns.

Do you replace our accountant?

We can partner with your existing accountant or run prep & planning end-to-end. Either way, you get a predictable cadence and clear documentation.

Is this tax advice?

This page and estimator are educational. We confirm specifics during engagement and provide formal advice tied to your situation before filing.

Book a planning call

Totalis prepares and files taxes and provides tax planning. Totalis is not a CPA firm. This page is for educational purposes and is not legal or tax advice.