Atlanta Tax Preparation & Planning
Accurate tax preparation and strategic tax planning that helps Atlanta small business owners keep more of what they earn.
Atlanta Tax Preparation & Planning
Accurate tax preparation and strategic tax planning that helps Atlanta small business owners keep more of what they earn.
(Business Rate)
Atlanta Tax Services for Small Businesses
From your first business return to a growing multi-entity structure, our Atlanta-based CPAs handle your tax needs year-round.
What Changes When Your Taxes Work for You
Most small business owners only think about taxes once a year. Here's what happens when you hire a proactive CPA and start tax planning year-round.
Tax Preparation & Planning Pricing
For Individual and Business Taxes. See more of what we have below!
For Individuals
Ideal for individuals and families with W-2 income, investments, and a home.
Includes:
- Federal Form 1040 preparation
- One resident state tax return
- W-2 income reporting
- Investment and retirement income, including 1099-INT/DIV/B/R
- Mortgage interest, charitable contributions, child and dependent care, education credits Form 8863
- One Simple K-1 investment
- Secure portal delivery with e-file instructions
30-business-day guarantee from receiving your files*
Get a Custom QuoteFor Real Estate &
Self-Employed
Ideal for rental property owners, sole proprietors, and multi-partnership investors.
Includes:
- Everything in Essentials
- Up to 3 rental properties Schedule E
- OR One sole proprietorship Schedule C
- Self-employment tax calculation
- Passive loss tracking for rentals
- Existing depreciation schedules
- Up to 3 Simple K-1 investments
- Complimentary 15-min review call
30-business-day guarantee from receiving your files*
Get a Custom QuoteFor Business
Ideal for LLCs, C-Corps, S-Corps, multi-entity owners and high net worth individuals.
Includes:
- 1 Federal return preparation for S-Corp, C-Corp or partnership
- 1 State return preparation
- Quarterly estimates
- K-1 preparation for all partners
- Tax planning consultation
- Standard support schedules
Available Add Ons: Financial Clean Up, CryptoCurrency, Equity Compensation, Audit Protection, and more
*Clean documents required
Getting Started
Up to $250k in annual revenue
Who's Eligible:
- Rental property owners, sole proprietors, and new business owners
- W-2 and investment account-only income, individuals with no business entities
What's Included:
- 3-year tax return review personal & business
- Identification of missed deductions / errors
- Entity structure optimization analysis
- 12-18 month tax strategy blueprint
- Documented strategy roadmap 5-10 strategies
- Estimated savings projection
- Implementation plan
- Guaranteed to find at least $2500 in savings or we'll refund the difference.*
- 30-business-day guarantee from receiving your files*
Growing Business
Up to $250k in annual revenue
Who's Eligible:
- LLC business owners, sole proprietors, and real estate investors
- W-2 and investment account-only income, individuals with no business entities
What's Included:
- 3-year tax return review personal & business
- Identification of missed deductions / errors
- Entity structure optimization analysis
- 12-18 month tax strategy blueprint
- Documented strategy roadmap 5-10 strategies
- Estimated savings projection
- Implementation plan
- Guaranteed to find at least $4995 in savings or we'll refund the difference.*
High-Net-Worth
Advisory
Over $1 Million in liquid assets
Who's Eligible:
- Business owners with multiple entities and/or real estate partnerships
What's Included:
- 3-year tax return review personal & business
- Identification of missed deductions / errors
- Entity structure optimization analysis
- 12-18 month tax strategy blueprint
- Documented strategy roadmap 5-10 strategies
- Estimated savings projection
- Implementation plan
*Guarantee is only available to clients who have not implemented a tax advisory plan in the last 2 years.
Atlanta And Georgia Tax Expertise
Georgia and Atlanta have their own rules, credits, and deadlines. Our CPAs will help you navigate it all and make the best moves for your business.
Georgia's Declining Tax
Georgia has been reducing its income tax rate every year. That creates real planning opportunities for small business owners.
The Credit Carryforward Window Changed
As of January 2025, unused Georgia tax credits expire in five years for most of the state's heavy hitter business-tax incentives including Job Tax Credit, and R&D Credit.
Atlanta's Tech Business Tax Waiver
New and emerging technology businesses under $1M in revenue may qualify for up to three years of City of Atlanta occupation tax waivers.
Georgia and Atlanta Filing Deadlines Are Different
State filing deadlines and forms vary by entity type and don't always match federal due dates. Both need to be managed together.
Georgia's R&D Credit
Wages, supplies, and contract research costs can qualify. Software development and certain technical service companies often qualify.
Atlanta's Opportunity Zone Credit
Businesses creating two or more jobs inside Atlanta opportunity zones may qualify for up to $3,500 per job in state tax credits.
Georgia Job Tax Credit
Businesses that create new jobs in qualifying Georgia counties may be eligible for state tax credits based on business location, industry, and jobs created.
Our Atlanta Team
Meet our team of experienced professionals committed to delivering accurate, strategic accounting and tax support to businesses and individuals across the Georgia community.
Let's Talk Taxes
Get simple, transparent pricing and a team that's here for your business.
Frequently Asked Questions (FAQ)
The best way to avoid surprises is through year-round tax planning. Many contractors and business owners get behind and face penalties, but we run estimates every quarter so you know what is coming before it hits and are never blindsided.
While simple income might be fine on your own, having a business entity means professional help quickly pays for itself. We assist you with entity elections, find deductions others miss, and help you keep more of your earnings.
Operating across state lines complicates your returns. We handle nexus analysis, state apportionment, and filing in every applicable state so you stay compliant everywhere you operate.
Absolutely. We manage depreciation schedules, passive loss tracking, Schedule E filings, and navigate Georgia specific rules for property owners and investors.
Yes, businesses that create new jobs in qualifying Georgia counties may be eligible for the Georgia Job Tax Credit. Additionally, creating two or more jobs inside Atlanta opportunity zones could qualify you for up to $3,500 per job in state tax credits.
New and emerging technology businesses with under $1M in revenue may qualify for up to three years of City of Atlanta occupation tax waivers. We can help you determine if you qualify and apply.
As of January 2025, unused Georgia tax credits expire in five years for major incentives like the Job Tax Credit and R&D Credit. We track these carefully to ensure you use them before they expire.
Yes, every hire, purchase, or contract has a tax angle. We proactively advise you throughout the year so your taxes and business decisions work together.
No, state filing deadlines and forms vary by entity type and do not always match federal due dates. Our CPAs manage both federal and state timelines so you never miss a deadline.
We provide Audit Protection Coverage for up to $1,000,000 of tax representation fees in the event of an IRS notice of audit, giving you peace of mind.