[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 categorization | Monthly | Bookkeeping |
| Bank & credit-card reconciliation | Monthly | Bookkeeping |
| Financial statements (P&L, Balance Sheet) | Monthly | Bookkeeping |
| Year-end adjusting journal entries | Annually | Bookkeeping |
| Sales tax filings | As required | Add-on |
| Catch-up & clean-up of prior years | One-time | Fixed-fee project |
| Books-to-tax reconciliation | Annually | Bundled 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!
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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
- Free 30-minute intro call. We learn about your business and your situation. You decide whether we sound like a fit.
- Written proposal. Scope, deliverables, timeline, and a fixed fee — before any work begins.
- Secure document exchange. Encrypted portal, e-signatures, no faxes.
- The work. Bookkeeping, planning, returns, advisory — whichever you signed up for.
- The handoff. Returns reviewed line-by-line on a call. Books reviewed monthly. Advisory written up.
- Year-round. We don't disappear on April 16. Questions during the year are part of the fee.
Schedule a Free Intro Call »
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