Tax Services
Service tiers for businesses of all sizes and individuals.
Ideal for small business owners who need help with tax filings but can handle basic bookkeeping.
- Federal and one state tax filing (e.g., Schedule C, 1065, or 1120-S)
- Preparation and filing of 1099s for contractors
- Sales and use tax filing (monthly or quarterly)
- IRS e-filing and electronic payment setup
- Basic end-of-year tax summary for the business
- Quarterly estimated tax payments
- Yearly review of bookkeeping records for tax filing accuracy
Perfect for businesses seeking ongoing support, growth planning, and hassle-free tax management.
- Everything in the Essential Compliance Package
- Monthly bookkeeping reviews and adjustment
- Advanced Tax planning and liability reduction strategies
- Tax preparation for the business owner’s personal return (if tied to the business)
Services for Individuals
- Single W2 and No dependents: $275 & Up
- MFJ Schedule A: $375 & Up
- Additional Schedules: $20 & Up
Services for Businesses
- 1120 Preparation: $1,100 & Up
- 1120 S-Corp: $850 & Up
- Schedule C added to personal 1040 return: $275 & Up
- 1065 Partnership: $750 & Up
- 990 Non-Profit: $600 & Up
- 1041 Estates/Trust: $750 & Up
- Multi-state tax filing
LLC, Partnership, S-Corp, and Corporation
- Assistance with entity selection
- Name Availability Search
- Incorporate or Form LLC
- Obtaining Employer identification number – EIN
- Apply for Articles of Incorporation in applicable state
- Operating Agreement
- BOI E-Filing
- Financial resolution
Converting LLC to S-Corp, C-Corp to S-Corp, LLC to C-Corp
- Prepare and File IRS Applicable Form
- State Form
- Financial Resolution
Add-Ons
- Prepare and File IRS Applicable Form
- State Form
- Obtaining state payroll tax number: $50
- Obtain state unemployment number: $50
- Registered Agent: $100
- Business Binder: $75
- Business Bank account set up assistance
- Bank Resolution: $100 & Up
Essential Service
- Monthly bank reconciliations
- Monthly financial transaction recording
- Monthly financial Reports
- Adjustments, reclassifications and monthly closing of books
- Semi-annual meeting with business owners
Premium Service
- Everything in Essential Service
- Weekly transaction recording
- Monthly Credit Card reconciliations
- Cash Flow management and forecasting
- Ad-hoc reports
- Monthly Financial consultation
Previous Month's Bookkeeping $150 / mo. This service is exclusively available to first-time clients and must be added to either the Essential or Premium Service package.
Managing payroll can be a complex and time-consuming burden for small business owners, thanks to ever-changing laws and IRS regulations. On average, small business owners spend eight hours each month handling payroll—adding up to 12 full days a year that could be better spent growing their business, securing new opportunities, enhancing products or services, or focusing on customer satisfaction. Our payroll solutions are designed to streamline the process, ensuring compliance while freeing up your valuable time so you can focus on what matters most—running and expanding your business.
How Much Do Our Payroll Services Cost?
Our pricing is tailored to your business’s unique needs. To provide an accurate quote, we take the time to understand your company and the specific payroll services you require. We offer cost-effective solutions designed to deliver exceptional value without compromising on quality or compliance.
Small Business Owners: Struggling with Tax Debt? We Can Help!
Running a Business is Hard—Tax Problems Make It Harder! If you’re dealing with IRS debt, penalties, or audits, we’re here to protect your business and your bottom line.
- Owe Back Taxes? We negotiate with the IRS to reduce your debt
- Facing an Audit? We handle the IRS for you
- Struggling with Payroll Tax Issues? Don’t let tax troubles sink your business
- Need a Payment Plan? We set up manageable options so you can keep running your business stress-free.
- Worried About Liens or Levies? We help prevent IRS seizures and protect your assets.
You Focus on Business – We Handle the IRS! Let us take the stress off your plate so you can get back to what you do best.
Service Descriptions
Abridged explanations
We understand that no two taxpayers are alike, which is why we take a personalized approach to your tax needs. Our team works closely with you to assess your financial goals, thoroughly analyze your tax documents, and develop customized strategies to maximize savings and efficiency. We proactively identify opportunities to minimize liabilities, uncover valuable deductions and credits, and create a forward-thinking tax plan that supports your long-term financial success.
Handling personal taxes can feel overwhelming, but our team of seasoned tax professionals is here to simplify the process. With in-depth expertise in Form 1040, we help individuals optimize deductions, uncover credits, and stay compliant with tax laws. Whether you have a straightforward tax return or a
more intricate situation involving investments, rental properties, or self-employment income, we have the knowledge and resources to manage your tax needs with accuracy and care.
As a business partner, navigating the specific tax requirements of partnerships requires expert guidance. Our team specializes in Form 1065, offering comprehensive partnership tax services to ensure accurate reporting and full compliance. We assist with tax return preparation, proper allocation of income and expenses among partners, and managing the complexities of partner distributions and capital accounts. Rely on us to handle your partnership tax needs efficiently, so you can focus on growing your business.
Corporate tax responsibilities require precision and a deep understanding of tax laws. Our experienced professionals specialize in Forms 1120 and 1120S, offering tailored tax solutions for both C corporations and S corporations. We assist with corporate tax return preparation, strategic deduction and credit optimization, and compliance with evolving tax regulations. Our goal is to help minimize tax liabilities and maximize financial benefits, ensuring your corporation’s continued growth and success.
Strategic planning is essential for legally and effectively reducing your tax liability. We go beyond basic compliance, proactively implementing tax-saving strategies designed to maximize your after-tax income. Our commitment to staying ahead of evolving tax laws, complex regulations, and new legislative changes is reinforced through continuous education and frequent tax seminars. By taking a year-round approach to tax planning, we help businesses and individuals minimize their tax burden, ensuring they pay the lowest amount legally permitted—not just at tax time, but also throughout the year.
Efficient Bookkeeping: Save Time, Reduce Costs, and Focus on What Matters
Accurate bookkeeping is essential for maximizing time and resources. Instead of getting buried in paperwork, reconciliations, and ledger management, you can focus on growing your business, driving innovation, and strengthening customer relationships.
Our streamlined bookkeeping services take the burden off your shoulders, reducing overhead costs and minimizing errors that come with manual financial tracking. With our expert team managing your records, you gain peace of mind knowing your finances are accurate, organized, and working in your favor—allowing you to focus on what truly matters.
Hassle-Free Company Formation Tailored to Your Business Goals
At Baldwin Tax and Treasury, we specialize in seamless, full-service company formation, ensuring your business is set up correctly from day one. Our expert team handles every detail, from business registration to compliance with state and federal regulations, so you can focus on what matters—growing your venture. Whether you’re establishing an LLC, corporation, or partnership, we provide step-by-step guidance, making the process smooth, efficient, and stress-free. Let us help you launch your business with confidence.
Tax resolution is the process of working with the IRS or state tax agencies to resolve outstanding tax debts, address disputes, and ensure compliance. It involves strategic solutions to reduce, eliminate, or manage tax liabilities, helping taxpayers regain financial stability while meeting their obligations.
We Help You Integrate Your Tax Strategy with Your Overall Financial Plan
At Baldwin Tax, we understand the key role taxes play in shaping your financial prosperity. To this end, we integrate strategic tax planning into every aspect of your wealth management, from investment strategy to estate planning. We specialize in tax-loss harvesting, managing cash flow and tax-advantaged portfolios, and tax planning for business owners. Let us help you improve your financial outcomes through our proactive and coordinated approach to tax and financial planning.
Comprehensive tax planning involves a thorough analysis and arrangement of your financial situation to maximize tax breaks and minimize tax liabilities
Preparing and filing your tax return can seem daunting, but with the right steps and resources, it can be manageable.
Tax-loss harvesting is a strategy used by investors to reduce their tax liability by selling investments at a loss.
A Roth IRA conversion involves moving funds from a traditional IRA or other non-Roth retirement account into a Roth IRA.
Contributing to retirement plans can provide significant tax advantages. Here are some key points to consider: 401(k), Traditional IRAs, Roth IRAs, 403(b) plans, Simple IRAs...
Tax Benefits | Pre-tax Contributions: Contributions to traditional 401(k) and IRA plans reduce your taxable income for the year, potentially lowering your tax bill.
Tax-Free Growth: Investments in Roth IRAs grow tax-free, and qualified withdrawals are also tax-free.
Employer Match: Many employers offer matching contributions to 401(k) plans, which can significantly boost your retirement savings.
Your Wealth Partner
We Help You Integrate Your Tax Strategy with Your Overall Financial Plan
Unlock Potential With Our Saas Services
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Profession stability of a long with huge Profitability
Profession stability of a long with huge Profitability
