Tax and Accounting Services
Designed Around the Right Next Step
Whether you need help getting a business started, keeping your books and tax responsibilities organized, filing annual tax returns, planning ahead, or addressing IRS or state tax issues, Allison Accounting provides structured tax and accounting services to help you move forward with confidence.
Every service begins with understanding your situation so we can recommend the right next step. Whether that's Monthly CPA Support, tax preparation, tax planning, or another service, our goal is to guide you through a structured process—not a one-size-fits-all solution.
Our Services
Monthly CPA Support
Monthly CPA Support is designed for business owners who want an ongoing relationship with a CPA firm instead of only getting help at tax time.
Depending on the service package, Monthly CPA Support may include bookkeeping, payroll coordination, business and owner tax preparation depending on the package, scheduled CPA guidance, estimated tax support, and help keeping your business financially organized throughout the year.
Working together throughout the year helps provide better visibility into your business, supports better decision-making, and gives our team the opportunity to identify tax and accounting issues before they become larger problems.
Tax Planning for Business Owners
Tax Planning for Business Owners is designed for profitable business owners who want to evaluate proactive strategies before year-end instead of waiting until tax season when many options may no longer be available.
Tax planning begins with a Tax Savings Analysis to evaluate whether a full planning engagement is likely to produce meaningful value. If planning is appropriate, we present the projected savings opportunity, expected ROI, and the fee to proceed with the full tax plan.
Business Tax Preparation
Business Tax Preparation is for business owners who need their annual business tax return prepared and filed through a structured CPA firm process.
Business returns require accurate financial information, careful review, and an understanding of the entity activity for the year. Our process is designed to help ensure the return is complete, accurate, and consistent with the information provided.
Business Setup
Business Setup is designed for new business owners who want help with the tax, accounting, and basic formation steps involved in getting started.
We help business owners with LLC formation assistance, EIN setup, tax registrations, accounting setup, payroll considerations, estimated taxes, and ongoing compliance responsibilities so the business starts with a clearer foundation from the beginning.
Tax Resolution
Tax Resolution is for individuals or business owners dealing with IRS or state tax issues.
If you have notices, unpaid taxes, penalties, unfiled returns, or other tax concerns, Allison Accounting can help evaluate your situation and determine the appropriate service path.
Individual Tax Preparation
Individual Tax Preparation is for individuals and families who need their annual personal tax return prepared and filed through an organized virtual process.
Our process is designed to keep documents, communication, review, signatures, and payment organized from start to finish while helping ensure your return is prepared accurately based on the information provided.
Service Comparisons
Monthly CPA Support and Tax Planning
Monthly CPA Support and tax planning are related, but they are not the same service.
Monthly CPA Support is an ongoing relationship designed to help business owners keep their books, payroll coordination, tax filings, estimates, and financial information organized throughout the year. It is about helping you stay compliant, understand your numbers, and make better business decisions with regular support from a professional team.
Tax Planning for Business Owners goes a step further. It is a focused planning engagement designed to evaluate your specific tax situation and identify strategies that may reduce future tax liability.
For many profitable business owners, these services can work together. Monthly CPA Support helps create the financial clarity needed to support better planning, and Tax Planning may be added when the business has enough profit and complexity to justify deeper strategy work.
Monthly CPA Support and Business Tax Preparation
Business Tax Preparation focuses on preparing and filing your annual business tax return.
Monthly CPA Support is an ongoing relationship designed to help keep your business organized throughout the year. Depending on the package selected, it may include bookkeeping, payroll coordination, business and owner tax preparation, estimated tax support, and scheduled CPA guidance.
If you only need an annual return, Business Tax Preparation may be the appropriate service. If you want ongoing help staying organized and making better financial decisions throughout the year, Monthly CPA Support may be the better fit.
Business Tax Preparation and Tax Planning
Business Tax Preparation looks back and reports what already happened during the year.
Tax Planning looks forward and evaluates steps that may reduce future tax exposure before important deadlines pass.
Many business owners need accurate tax preparation first. Profitable business owners may also benefit from proactive tax planning when there is enough income, complexity, and opportunity to justify a separate planning engagement.
