~ Jahn C.P.A., LLC -- Services ~

OUR SERVICES

Three things, done well, for a fixed fee.


*** FIXED-FEE PRICING *** SCOPE IN WRITING *** NO SURPRISE INVOICES *** YEAR-ROUND STRATEGY *** EVERY RETURN SIGNED BY A LICENSED CPA ***
[1] Tax Planning & Preparation

Tax preparation looks backward. Tax planning looks forward. We do both — in that order. Every client engagement includes a year-end planning conversation in October or November, an off-season review call, and the actual return filed in the spring.

Federal & State Returns We Prepare

  • Form 1040 — Individual Income Tax Return
  • Schedule A — Itemized Deductions
  • Schedule C — Self-Employment Income
  • Schedule D — Capital Gains & Losses (incl. cost-basis review)
  • Schedule E — Rental Real Estate & K-1 income
  • Form 1120-S — S-Corporation Return
  • Form 1065 — Partnership / Multi-Member LLC Return
  • Form 1120 — C-Corporation Return
  • All state and local income tax returns
  • Amended returns (Form 1040-X) & prior-year clean-up
  • Quarterly estimated payment vouchers (Form 1040-ES)
Most small-business clients save more in tax than they spend on our fee within the first planning cycle. We will tell you honestly if that is unlikely to be true for your situation.
[2] Accounting & Bookkeeping

We work with sole proprietors, partnerships, S-corporations, and small C-corporations on QuickBooks Online. Whether your books today live in a spreadsheet, a forgotten desktop copy of QuickBooks 2014, or a literal shoebox — we can get you on solid ground and keep you there.

Service Frequency Included In
Transaction categorizationMonthlyBookkeeping
Bank & credit-card reconciliationMonthlyBookkeeping
Financial statements (P&L, Balance Sheet)MonthlyBookkeeping
Year-end adjusting journal entriesAnnuallyBookkeeping
Sales tax filingsAs requiredAdd-on
Catch-up & clean-up of prior yearsOne-timeFixed-fee project
Books-to-tax reconciliationAnnuallyBundled with tax
Software: we are QuickBooks Online ProAdvisors. If you are on something else, we will help you migrate or tell you when to stay put.
[3] Business Advisory

Sometimes you don't need a return prepared — you need a decision made. Advisory engagements are structured conversations about a specific question: "Should I elect S-corp status?", "How do I pay myself?", "What happens to my taxes if I hire my first employee?", "Should I buy this rental property?"

What you get:

  • A scoped, fixed-fee project with a written engagement letter
  • A working session (or two) over phone or video
  • Analysis with numbers — not vibes
  • A written summary of findings and recommendations you can keep
  • An action list — what to do this week, this quarter, this year
S-Corp Election & Reasonable Compensation

Once a sole proprietor or single-member LLC crosses roughly $80,000–$100,000 of net profit, an S-corporation election (Form 2553) often starts to save real money on self-employment tax. We will run the math for your specific situation before recommending it — because the savings have to be larger than the added payroll, bookkeeping, and 1120-S costs.

If S-corp is the right move, we handle:

  • Form 2553 election (and late-election relief, if needed)
  • Reasonable compensation analysis
  • Payroll setup recommendation (Gusto, ADP, or QuickBooks Payroll)
  • Owner draws vs. wages strategy
  • The 1120-S return itself
Payroll Coordination & 1099 Filing

We do not run payroll ourselves — modern providers (Gusto, QuickBooks Payroll, ADP) do it better and cheaper than any CPA can. We will help you choose one, set it up correctly, and review the year-end W-2s and 941s for accuracy.

What we do file:

  • Form 1099-NEC for contractors you paid $600+
  • Form 1099-MISC for rent, royalties, and other payments
  • Form 1096 transmittal
  • State equivalents where required
I.R.S. Notice & Representation

Receive a letter from the Internal Revenue Service? Don't panic. Don't ignore it. Most IRS notices are routine and resolvable with a single response.

As Certified Public Accountants we are authorized to represent taxpayers before the I.R.S. for audits, collection matters, and appeals. For existing clients, the first 30 minutes of notice triage is on the house.

Electronic Filing NEW!

Jahn C.P.A. is an authorized I.R.S. e-file provider. Instead of putting your tax return in the mail and waiting six to eight weeks for a refund, we transmit your return directly to the Internal Revenue Service. Most refunds arrive in three weeks or less, and even faster when combined with direct deposit.

Returns are signed electronically through a secure portal. No printing, no fax machine, no licking envelopes.

» Ask About E-Filing Today! «

How We Price

We quote a fixed fee in writing before we start the work. Fees vary with the complexity of your situation; the ranges below give you a rough order of magnitude so you know whether to keep reading.

Engagement Typical Range Notes
Individual 1040 (W-2 + investments) $500 – $1,200 Includes one planning call
Individual 1040 w/ Schedule C $900 – $1,800 Self-employed / freelancer
Partnership / S-Corp return (1065 / 1120-S) $1,500 – $3,500 Plus owner's personal return
Monthly bookkeeping $400 – $1,500 / mo. Based on transaction volume & complexity
Bookkeeping catch-up / clean-up $1,000 – $8,000 One-time, fixed-fee project
Advisory project (e.g., S-corp analysis) $750 – $2,500 Includes written summary

The free 30-minute introductory call is always free. Always.

What Working Together Looks Like
  1. Free 30-minute intro call. We learn about your business and your situation. You decide whether we sound like a fit.
  2. Written proposal. Scope, deliverables, timeline, and a fixed fee — before any work begins.
  3. Secure document exchange. Encrypted portal, e-signatures, no faxes.
  4. The work. Bookkeeping, planning, returns, advisory — whichever you signed up for.
  5. The handoff. Returns reviewed line-by-line on a call. Books reviewed monthly. Advisory written up.
  6. Year-round. We don't disappear on April 16. Questions during the year are part of the fee.

Schedule a Free Intro Call »