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Tax Preparation Services

Business and owner tax preparation for our bookkeeping and full-service clients, handled by the same team that keeps your books.

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Stress-Free Tax Filing powered by Licensed IRS Professionals (EA)

At Controller Works, we do more than just prepare tax returns, we help you understand what’s being filed and why it matters. We believe you deserve clarity, not confusion, when it comes to your taxes

Whether you’re a business owner with a complex entity structure or an individual with W-2, 1099, rental, or investment income, our Enrolled Agent (EA)-led team ensures your returns are filed correctly, securely, and on time.

  • Business & personal tax returns
  • IRS-authorized EA representation (additional fees may incur)
  • Education-first approach to filing

Who We Serve

We work with:

  • Business owners needing both business and personal returns filed
  • LLCs, Partnerships, S-Corps, and C-Corps
  • Sole proprietors and single-member LLCs
  • Business owners with rental, investment, or multi-state income

Common client profiles:

  • An S-Corp owner who needs both 1120-S and Form 1040 with K-1
  • A business owner with rental property income
  • A self-employed consultant with 1099 income across multiple states
  • A small business owner looking to simplify everything tax-related with one trusted firm

What’s Included

  • Federal and state tax return preparation (1065, 1120, 1120-S, Schedule C, 1040)
  • K-1s for partnerships and S-Corps
  • Multi-state filings and local compliance
  • Asset depreciation and Schedule E for rentals
  • Secure electronic filing + IRS confirmations
  • 1:1 review meeting before filing.
  • Tax education and explanation, we walk you through what’s being reported
  • Upload and access through secure client portal

IRS Representation & Support

  • We don’t just file and disappear. As IRS-authorized Enrolled Agents (EAs), we can represent you directly if you:
  • Receive an IRS letter or audit notice
  • Need to set up a payment plan or resolve back taxes
  • Have questions or disputes with your IRS account

Tax Return Packages

Package What’s Included Starting At
Individual Return W2 or 1099 income only $350*
Personal + Rentals/Investments Schedule E, 1099-B $400*
Business Return 1120-S, 1065, 1120 $1,000*
Business + Personal Bundled service $1,400*
Final pricing depends on complexity, number of states, and additional forms.

Frequently Asked Questions

Tax preparation is offered to our bookkeeping and full-service clients, and every engagement starts with a discovery call to confirm fit. Because the same team keeps your books and prepares your return, nothing gets lost between bookkeeping and tax time. We do offer review services as needed and will alert you if we notice discrepancies that should be addressed prior to filing. However, if your records are incomplete or require cleanup, we’ll offer solutions.

Yes, we frequently help clients catch up on prior years. We’ll guide you through gathering documents and filing the necessary forms to get back on track.

Yes! We serve clients across the U.S. and handle multi-state filings. All communication, documents, and signatures are handled securely online.

Yes. As Enrolled Agents, we’re licensed to represent you directly before the IRS and help you respond, negotiate, or resolve the issue.

At this time, we do not offer ongoing tax planning. Our focus is on high-quality, deadline-driven preparation with educational support.

Once you schedule your tax intake call, we will send you the agreement for review and approval. Once approved, we’ll provide a checklist of documents (W-2s, 1099s, last year’s return, etc.) and access to your secure portal.

Books and Taxes Under One Roof

Start with a discovery call. We’ll review your books, your filing needs, and whether our tax services are the right fit for your business.

Schedule a Discovery Call