Tax Planning & Preparation
We combine proactive tax planning, quarterly reviews, and annual return preparation with your accounting to help you stay ahead of tax obligations, identify opportunities, and make informed decisions before year-end.
Tax Planning & Preparation
From $175/month
Annual federal and state individual income tax preparation, quarterly tax position reviews, estimated payment guidance, and proactive planning throughout the year.
From $395/month
S corporation or partnership return plus one owner’s individual return, quarterly tax position reviews, reasonable compensation and distribution planning, and ongoing year-round guidance.
From $299/month
Corporate income tax preparation and quarterly tax position reviews for pre-revenue C corporations, with planning support as your company prepares to grow. Revenue-generating C corporations are priced by scope.
All plans are billed monthly and include annual return preparation and ongoing tax planning within the agreed engagement scope. Additional filings, complex tax matters, and specialized services may require separate fees.
Additional Tax Services
Accurate accounting and proactive tax planning work best together. We help coordinate tax-related responsibilities with your broader financial operations, keeping records organized and supporting timely compliance.
Additional services may include:
Availability and pricing depend on your engagement and the services required.
Orion's tax services are led by an IRS Enrolled Agent (EA), a federally authorized tax practitioner with the credentials to represent taxpayers before the IRS.
With more than 15 years of experience in financial services and taxation, our leadership combines technical tax expertise with a practical understanding of business accounting and financial operations.
Our approach emphasizes accurate preparation, proactive communication, and planning throughout the year—not simply filing returns when they're due.
Schedule a complimentary consultation to discuss your business, explore your tax planning needs, and discover how Orion can help you prepare for what's ahead.
