Business Tax Return
Preparation and filing for S-Corps, C-Corps, Partnerships, and LLCs — accurate, on time, and built on your clean books so there's nothing to reconcile at year-end.
Tax & Advisory
Tax advisory services —
year-round, not just April.
Proactive planning and preparation for your business and personal returns — entity structure, quarterly estimates, and advisory that starts long before the deadline. No scramble, no surprises, no last-minute panic.
- CPA-prepared returns
- 0%
- Tax planning sessions/year
- 2×
- Client retention rate
- 0%
What's included
Tax done right — all year long,
not just at filing time.
Most tax firms are reactive — they show up in March and tell you what you owed. We're different: planning starts mid-year so there's still time to act, and the return is the last step, not the only step.
Owner Personal Return
Your individual tax return prepared alongside the business return — coordinated as a pair so nothing falls through the gap between the two.
Entity Strategy
Review of your current structure — LLC, S-Corp, C-Corp — with an eye toward minimizing tax liability and maximizing flexibility as the business grows.
Quarterly Estimated Taxes
Calculation and coordination of quarterly estimated tax payments — so you're never hit with a surprise underpayment penalty or holding more cash than you need to.
Mid-Year & Year-End Planning
Two formal planning sessions per year — in summer and fall — when strategies can still be implemented. No surprises in April because the work happened in October.
Year-Round Advisory Access
Call, email, or ask a question any time — not just when a return is due. Tax implications of decisions should be understood before you make them, not after.
Who it's for
Right for you if April feels like
a recurring emergency.
Reactive tax prep is the default — and it costs business owners money every year. Our approach starts earlier and plans further ahead than you're probably used to.
A good fit if you…
- Are tired of scrambling in March to gather documents for a return filed on extension
- Want to understand what you owe before you owe it — not find out at filing
- Are considering an entity change — LLC to S-Corp, or other structure review
- Have employees, multiple owners, or operations in more than one state
- Want your business and personal tax handled by the same team who knows both sides
- Are making significant financial decisions (compensation, retirement, reinvestment) where tax strategy matters
Probably not the right fit if you…
- Have a W-2 job only and a simple personal return with no business income
- Need a one-time return with no ongoing planning relationship
- Have books that aren't clean — we'll need to address that first for an accurate return
- Want to just drop off documents in March and not think about tax until next year
Have messy books going into tax season? Start with a Financial Diagnostic — we'll get everything clean first, then plan from a solid foundation.
Book a free consultationHow it works
Tax strategy that starts
when it still matters.
Most firms show up in March. We start in summer — when there's still time to actually do something about your tax liability.
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Plan early
We review your entity structure, estimate your liability early, and build the strategy while there's still time to act — retirement contributions, timing decisions, compensation structure. No retroactive planning.
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Prepare accurately
Clean books hand directly to the return — no scramble, no reconciling two sets of numbers. We prepare the business return and owner return as a coordinated pair so nothing falls through the gap.
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Stay ahead all year
Quarterly estimate coordination, mid-year check-in, and year-round access — so tax questions get answered when they come up, not in the 11th hour before a big decision or a filing deadline.
Pricing
Tax is included in
every Tristan CPA package.
Annual business and owner tax return preparation is bundled into every tier — coordinated with your monthly accounting so there's no disconnect between your books and your return.
Foundation
Clean books, clear picture
from$750/mo
Tax included: annual business & owner return, coordinated with your books.
- Annual business tax return
- Owner personal tax return
- Tax-ready books coordination
- Entity structure review on onboarding
Growth
Numbers that drive decisions
from$2,500/mo
Tax included plus proactive planning — mid-year and year-end sessions with time to act.
- Everything in Foundation
- Proactive mid-year tax planning session
- Year-end tax planning session
- Quarterly estimated tax coordination
- Year-round advisory access
Partner
A CFO in your corner
from$6,000/mo
Tax fully integrated with CFO-level strategy — compensation planning, multi-entity structure, and transaction tax advisory.
- Everything in Growth
- Multi-entity tax coordination
- Transaction tax advisory (raises, sales, M&A)
- Compensation & retirement planning integration
- State & local nexus management
Frequently asked
Tax questions, answered plainly.
- Do you prepare personal taxes too, not just the business return?
- Yes — we prepare both the business entity return and the owner's personal return as a coordinated pair. Most of our clients are business owners whose business and personal tax situations are tightly linked. Separating them creates gaps that cost money. We handle both.
- What entity types do you file?
- We file S-Corps, C-Corps, Partnerships, and single-member and multi-member LLCs, as well as sole proprietorships. We also advise on entity structure and can help with an entity conversion if a different structure would be more tax-advantageous for your situation.
- When do you start working on returns?
- We start tax planning in Q2 or Q3 — not in March when the return is due. Mid-year planning lets us identify and implement strategies while there's still time to act. By the time we sit down to prepare the return, there should be no surprises.
- Can I engage Tristan CPA for tax only, without accounting?
- In limited cases, yes — if your books are already clean, current, and reconciled by someone you trust. We'll assess this honestly at onboarding. In practice, most standalone tax engagements have underlying accounting issues that affect the return's accuracy, which is why we're upfront about the tradeoffs.
- Do you handle multi-state tax filing?
- Yes. We work with businesses that have nexus in multiple states — whether from remote employees, physical locations, or sales activity thresholds. Multi-state compliance is part of what we manage for operators who have grown beyond a single state.
In their words
Owners who sleep better
in March.
Hours back to run the business
"Working with Tristan enabled me the ability to spend time on other areas of the business instead of having to worry about tracking the financials and staying up with tax requirements."
A professional in the seat — peace of mind
"One of the biggest benefits has been having peace of mind knowing we have a professional accountant on board. Working with Tristan was very easy!"
Accounting systems built to last
"Tristan CPA has been instrumental in helping us create and maintain accounting systems that will provide the Dorchester Brewing management team with financial clarity and oversight for years to come."
Also from Tristan CPA
Tax is better when the
books are clean.
Tax preparation is only as accurate as the accounting underneath it. Pair tax & advisory with our accounting and controller services and there's nothing to reconcile at year-end.
Let's talk
Ready to stop dreading
tax season?
A free, no-pressure consultation — wherever you are in the country. Tell us where things stand with your books and your last return, and we'll tell you exactly what proactive tax strategy would look like for your business.
Book a free consultationMailing address
801 Travis St, Ste 2101, PMB 1845
Houston, TX 77002
A remote firm — serving clients nationwide