Tax Security Programs

CREATE A TAX STRATEGY – SAVE MONEY – FEEL SECURE ​
Our customized tax programs are built for service-based businesses and trusts/estates in California. We help you make the best tax decisions for you and your family, have you pay no more in tax than you need to, file accurately and on-time, and enjoy tax outcomes that make others stop and take notice.

Sole Proprietors

What we offer

  • Unlimited “Quick Question” Chat/Email Support throughout the year
  • Twice per Year Tax Planning meeting
  • Indirect Business Expense Management
  • Business Tax Return Preparation
  • Personal Tax Return Preparation
  • Notice Response – review and respond to non-audit tax agency notices

What this means for you

  • Never hesitate to ask a question. You get all your questions answered at no extra cost.
  • We contact you to schedule the meetings to discuss the latest changes in the tax law, review your financials, and make real-time business decisions to save you money
  • Get tax deductions for business use of your home office and personal car.
  • Tax returns filed timely and accurately that optimize your tax liability.
  • If you get a letter from the government you don’t worry about it for a second. You just forward to us and go on with your day.
  • Easier on your cash flow because you have a known price that you pay over 12-months rather than a lump sum due in April.

Typical program is $1500/year – billed at $125/month (12-month commitment) Price may vary depending on the complexity of your tax situation.

Why do we love this model?

As a business owner you have to make thousands of decisions for your business. When you sign up for the Cromwell Tax Program you just have to make ONE decision and then we make the rest happen. Think how much time and energy you’ll save knowing we’ve got you covered while reducing your tax bill and saving for the future.

Single Member LLC's

What we offer

  • Unlimited “Quick Question” Chat/Email Support throughout the year
  • Twice per Year Tax Planning meeting
  • Indirect Business Expense management
  • Statement of Information Filing
  • Business Tax Payment Scheduling
  • Business Tax Return Preparation
  • Personal Tax Return Preparation
  • Notice Response – review and respond to non-audit tax agency notices

What this means for you

  • Never hesitate to ask a question. You get all your questions answered at no extra cost.
  • We contact you to schedule the meetings to discuss the latest changes in the tax law, review your financials, and make real-time business decisions to save you money
  • Get tax deductions for business use of your home office and personal car.
  • Peace of mind around filing of your Statement of Information and scheduling of tax payments because we automatically take care of it for you.
  • Tax returns filed timely and accurately that optimize your tax liability.
  • If you get a letter from the government you don’t worry about it for a second. You just forward to us and go on with your day.
  • Easier on your cash flow because you have a known price that you pay over 12-months rather than a lump sum due in April.

Typical program is $1800/year – billed at $150/month (12-month commitment) Price may vary depending on the complexity of your tax situation.

Why do we love this model?

As a business owner you have to make thousands of decisions for your business. When you sign up for the Cromwell Tax Program you just have to make ONE decision and then we make the rest happen. Think how much time and energy you’ll save knowing we’ve got you covered while reducing your tax bill and saving for the future.

Partnerships

What we offer

  • Unlimited “Quick Question” Chat/Email Support throughout the year
  • Twice per Year Tax Planning meeting
  • Unreimbursed Partner Expense management
  • Statement of Information Filing
  • Business Tax Payment Scheduling
  • Business Tax Return Preparation
  • Personal Tax Return Preparation (one partner)
  • Notice Response – review and respond to non-audit tax agency notices

What this means for you

  • Never hesitate to ask a question. You get all your questions answered at no extra cost.
  • We contact you to schedule the meetings to discuss the latest changes in the tax law, review your financials, and make real-time business decisions to save you money.
  • Get tax deductions for business use of your home office and personal car.
  • Peace of mind around filing of your Statement of Information and scheduling of tax payments because we automatically take care of it for you.
  • Tax returns filed timely and accurately that optimize your tax liability.
  • If you get a letter from the government you don’t worry about it for a second. You just forward to us and go on with your day.
  • Easier on your cash flow because you have a known price that you pay over 12-months rather than a lump sum due in April.

Typical program is $3900/year – billed at $325/month (12-month commitment) Price may vary depending on the complexity of your tax situation.

Why do we love this model?

As a business owner you have to make thousands of decisions for your business. When you sign up for the Cromwell Tax Program you just have to make ONE decision and then we make the rest happen. Think how much time and energy you’ll save knowing we’ve got you covered while reducing your tax bill and saving for the future.

S-Corps

What we offer

  • Unlimited “Quick Question” Chat/Email Support throughout the year
  • Twice per Year Tax Planning meeting
  • Annual Reasonable Comp Analysis (one shareholder)
  • Accountable Plan Management
  • Payroll Compliance (e.g. S-Corp Health Insurance)
  • Statement of Information Filing
  • Business Tax Payment Scheduling
  • Business Tax Return Preparation
  • Personal Tax Return Preparation (one shareholder)
  • Notice Response – review and respond to non-audit tax agency notices

What this means for you

  • Never hesitate to ask a question again. You get all your questions answered at no extra cost.
  • We contact you to schedule the meetings to discuss the latest changes in the tax law, review your financials, and make real-time business decisions to save you money.
  • Never again will you worry about overpaying salary which costs you payroll taxes and 199A deductions.
  • Never again will you worry about underpaying salary and risking an IRS audit. 
  • Get tax-free reimbursements from your business for your home office and use of your personal car.
  • Peace of mind around filing of your Statement of Information and scheduling of tax payments because we automatically take care of it for you.
  • Tax returns filed timely and accurately that optimize your tax liability. 
  • If you get a letter from the government you don’t worry about it for a second. You just forward to us and go on with your day.
  • Easier on your cash flow because you have a known price that you pay over 12-months rather than a lump sum due in April.

Typical program is $3900/year – billed at $325/month (12-month commitment) Price may vary depending on the complexity of your tax situation.

Why do we love this model?

As a business owner you have to make thousands of decisions for your business. When you sign up for the Cromwell Tax Program you just have to make ONE decision and then we make the rest happen. Think how much time and energy you’ll save knowing we’ve got you covered while reducing your tax bill and saving for the future.

C-Corps

What we offer

  • Unlimited “Quick Question” Chat/Email Support throughout the year
  • Twice per Year Tax Planning meeting
  • Annual Reasonable Comp Analysis (one shareholder)
  • Accountable Plan Management
  • Statement of Information Filing 
  • Business Tax Payment Scheduling 
  • Business Tax Return Preparation
  • Personal Tax Return Preparation (one shareholder)
  • Notice Response – review and respond to non-audit tax agency notices

What this means for you

  • Never hesitate to ask a question again. You get all your questions answered at no extra cost.
  • We contact you to schedule the meetings to discuss the latest changes in the tax law, review your financials, and make real-time business decisions to save you money.
  • Never again will you worry about overpaying salary and risking an IRS audit.
  • Get tax-free reimbursements from your business for your home office and use of your personal car.
  • Peace of mind around filing of your Statement of Information and scheduling of tax payments because we automatically take care of it for you.
  • If you get a letter from the government you don’t worry about it for a second. You just forward to us and go on with your day.
  • Easier on your cash flow because you have a known price that you pay over 12-months rather than a lump sum due in April.

Typical program is $3900/year – billed at $325/month (12-month commitment) Price may vary depending on the complexity of your tax situation.

Why do we love this model?

As a business owner you have to make thousands of decisions for your business. When you sign up for the Cromwell Tax Program you just have to make ONE decision and then we make the rest happen. Think how much time and energy you’ll save knowing we’ve got you covered while reducing your tax bill and saving for the future.

Bookkeeping & Payroll Add-Ons

Note: for each of these programs above, bookkeeping and outsourced payroll services can be added. Those are quoted separately based on your specific needs.

These services can include:
  • Monthly bookkeeping to provide you current financials to help with decision-making and forecasting
  • Preferred pricing with ADP for payroll processing
  • Sales Tax Returns
  • Statement of Information
  • Business Property Tax (571L)
  • Business License
  • Worker’s Comp
  • Corporate Transparency Act filings (2024/25)

    Add-on Bookkeeping services start at $200/month.
  • Trusts & Estates

    Our tax program for Trusts & Estates includes:

  • Unlimited “Quick Question” Chat/Email Support for 12 months
  • Annual Strategy Review to optimize tax impact to the entity and beneficiaries
  • Tax Preparation (Form 1041)
  • Notice Response – review and respond to tax agency notices (does not include formal audits)
  • Filing of Notice of Fiduciary Relationship
  • Filing for Release of Liability filing for Trustee/Executor
  • Filing for Prompt Assessment of Tax filing for beneficiaries

    Typical program is $1800/year. Price may vary depending on the complexity of your tax situation.
  • Fiduciary Accounting Add-On

    For Trusts and Estates, Fiduciary Accounting services can be added. Those are quoted separately based on your specific needs.

    FAQ

    A: Unfortunately, no. Tax laws have become so complex that we feel we cannot properly serve our business clients unless we engage for year-round support. We created these programs to provide the key things a business owner needs to save money, stay compliant, and feel secure.

    A: Our business model is focused on service-based businesses and trusts/estates in California because that is where we can provide the most value to our community. We will do the individual return for a Partner or Shareholder if we are doing the business return, but we no longer accept stand-alone individual return clients.

    A: Throughout the year the government sends taxpayers letters giving them information, telling them something is wrong, advising of a payment due, etc. Those letters can be scary and often taxpayers have no idea what the IRS or FTB is talking about (and worse, often the letters are wrong!) So, under our tax program, you just send those notices to us and we reply to them for free. This service does not cover a formal audit so if you get selected for audit, then that would be a separate engagement.

    We do not do payroll in-house but we do have a preferred pricing arrangement with ADP for our clients. 

    A: S-Corp and C-Corp owner/employees are required to pay themselves reasonable compensation via W2 wages. If they do not, then in an audit the IRS could reclassify their tax free distributions or dividends as taxable wages. This could lead to additional tax, interest, and penalties on your payroll, business, and personal tax returns. Despite what you may read, there is no “rule of thumb” of what reasonable comp is. It should be determined by doing a survey of the services provided by the shareholder/employee to the Corporation to ensure they are being paid commensurate to what a third party would be paid. We partner with a company to do a survey of your services and provide a reasonable comp analysis to defend your wages with the IRS.

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