Business tax services
Business tax planning and returns, built from books we keep all year
Tax planning, your business tax return and the owners’ individual returns are included in every Midwest CPA monthly accounting package, Starter included. Packages run $800 to $6,000 a month. We don’t take on tax-only work.
- Included in every monthly package
- Federal and state returns
- $800–$6,000per month, tax included
- Every packagetax planning and owners’ returns
- Federal and statebusiness and individual returns
- Nationwideremote team, clients across the US
What’s included
Tax handled by the team that keeps your books
Every monthly package, Starter included, covers your tax planning and returns. There’s no separate year-end bill for your business return.
Tax planning during the year
We review your business goals through the year, look for tax-saving opportunities and keep your tax strategy in line with how you run the business.
Your business tax return
Partnership, corporate and other federal and state business returns, prepared accurately and on time.
Owners’ individual returns
Included in every package, not billed separately.
1099 filing
Contractor 1099s filed as part of every package.
Built from your monthly books
Your return starts from books we’ve reconciled and closed every month, not a year-end catch-up.
Advisory calls
Quarterly advisory calls in Starter and Accelerate, and monthly in Launch.
We prepare business tax returns only for our monthly accounting clients. We don’t take on tax-only work.
Need payroll too? It’s an optional add-on for monthly accounting clients: see payroll services.
Why it works
Why tax lives inside your monthly package
- Planning
Plan before the year ends
Tax laws keep changing. Planning during the year, not just at filing time, lets you act on opportunities while they still count.
Small business tax planning - Accuracy
Returns built on clean books
The same team closes your books every month and prepares your returns, so nothing gets lost between a bookkeeper and a tax preparer.
Business tax preparation - Deals
Tax and the bigger decisions
Revenue recognition questions, growth and the tax implications of mergers and acquisitions get advice from a team that knows your numbers.
Transaction advisory
Results for our clients
What working with one team feels like
“Received our first monthly review document and it was clear we made the right decision. Easy to read and follow along. A great snapshot of the business and expedient service. I would highly recommend Chris and the team at Midwest CPA for any accounting or bookkeeping services.”
Packages
Tax is in every package
Your package sets how your books are kept. Transaction volume and entities set where you land in the range.
Starter
$800–$1,500
per month
Simple, cash-basis businesses
- Business tax return
- Owners’ individual tax returns
- Tax planning
- 1099 filing
- Monthly accounting (cash basis)
- Quarterly advisory calls
Accelerate
$1,500–$3,500
per month
Growing businesses that need accrual books and weekly bookkeeping
- Everything in Starter, plus:
- Full accrual accounting
- Weekly bookkeeping adjustments
- Weekly accounts payable
- Custom management reporting
- Receipt management
Launch
$3,000–$6,000
per month
Owners who want forecasting, budgets and monthly advisory
- Everything in Accelerate, plus:
- Monthly advisory calls
- Weekly cash forecasting
- Financial dashboard
- Annual budget
One-time onboarding is 1–2× your monthly rate. Payroll is an optional add-on for monthly clients, quoted with your package.
Getting started
How it works
- 1
Free call
We look at your books, entities and tax situation and recommend a package.
- 2
Package and price in writing
A monthly quote before we start, plus any onboarding or catch-up work.
- 3
Onboarding
We review your existing books, connect QuickBooks Online and clean up your chart of accounts. See accounting system setup.
- 4
Planning, then filing
Tax planning during the year, then your business and individual returns prepared from books we’ve closed every month.
Who you’ll work with
CPA-led, from the books to the return
Your books, tax planning and returns are handled by one team, so the advice you get is based on numbers we know.
Midwest CPA is a remote CPA firm, founded in 2022, with a team of about 22 people serving owners across the US.
Chris Barrett, CPAManaging Director, Midwest CPA
Client perspectives
From buyers we’ve worked with
“Navigating a business acquisition can be a high-stress endeavor that demands precision, speed, and expertise. In our recent acquisition of a roadside repair company, Chris Barrett proved to be an absolute asset, exceeding all expectations.”
“I highly recommend Chris Barrett and Midwest CPA to anyone looking to acquire a business. Chris is a knowledgeable and reliable partner in a process that can be difficult to navigate. Throughout the process, Chris was clear in his communication and prompt with responses – always available when needed.”
Related services
Works best alongside
Monthly books
Outsourced bookkeeping and accounting
Books reconciled and closed every month, with reports you can read and act on.
Add-on for monthly clients
Payroll services
Payroll through Gusto and payroll tax filings, with a dedicated payroll specialist. Available to monthly accounting clients.
Launch package or quoted by scope
Fractional CFO
Cash forecasting, budgets and decision support without a full-time CFO.
$800–$6,000 a month
Accounting and tax packages
Compare Starter, Accelerate and Launch, and see what’s in every package.
FAQ
Business tax services: frequently asked questions
Will you just do my business taxes?
No. We don’t offer standalone tax services. We prepare business tax returns only for our monthly accounting clients, because the return is built from books we’ve kept all year. Tax planning and the owners’ individual returns are included in every package.
How much do business tax services cost?
Tax is included in your monthly package. Packages run $800 to $6,000 a month, and every package, Starter included, covers tax planning, your business tax return, the owners’ individual returns and 1099 filing, so there’s no separate year-end bill for your return. See pricing.
What tax returns do you prepare?
Partnership, corporate and other federal and state business returns, plus the owners’ individual returns. More on business tax preparation.
Will you do my individual taxes?
Yes. The owners’ individual returns are included in every monthly package, along with your business return.
Is tax planning included?
Yes. Tax planning is included in every monthly package. We review your goals through the year and look for tax-saving opportunities before the year ends. Small business tax planning.
Is payroll included?
No. Payroll is an optional add-on for monthly accounting clients, quoted with your package. 1099 filing is included in every package. Payroll services.
Can you help with the tax side of buying a business?
Yes. We advise on the tax implications of mergers and acquisitions. Many clients start with a quality of earnings report and keep us on after the close for accounting and tax. Transaction advisory.
Do you work with businesses in every state?
Yes. We’re a remote firm serving clients nationwide.