Tax Preparation & Filing Services

Insight Beyond The Books

Expert Tax Preparation with Technology-Driven Accuracy

Maximize deductions and minimize taxes with professional tax preparation services. CPA-prepared returns with expert optimization. From $500 for simple returns.

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2,500+ reviews

99.9% Accurate

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Overview

Tax season doesn't have to be stressful. SmartBooks Insight provides comprehensive tax preparation and filing services that combine expert CPA knowledge with technology-driven optimization to maximize your deductions and minimize your tax liability. Whether you're filing a simple Schedule C or managing complex multi-state returns, our team ensures accurate, compliant filings that keep more money in your pocket. We handle federal and state returns, quarterly estimates, sales tax, and specialized industry tax requirements—all backed by our accuracy guarantee and audit support.

Is This Right For You?

Who This Service Is For

Our bookkeeping cleanup service helps businesses in various situations—from catching up on backlogged books to preparing for major business milestones

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Small Business Owners

Your Situation: You're running a sole proprietorship, LLC, S-Corp, or partnership and need professional tax preparation that maximizes deductions without triggering audits.

Why This Works: Our CPAs know every legitimate business deduction and credit. We prepare returns that withstand IRS scrutiny while minimizing your tax bill. **Common Needs:** Schedule C preparation, home office deductions, vehicle expenses, business travel, equipment depreciation, and retirement contributions.

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Multi-State Businesses

Your Situation: You operate in multiple states with employees, nexus, or sales tax obligations. Multi-state filings are complex and penalties for mistakes are severe.

Why This Works: We handle all state filings, calculate proper apportionment, manage nexus requirements, and ensure compliance in every jurisdiction. **Multi-State Challenges:** Income tax apportionment, sales tax nexus, payroll tax registration, state-specific deductions, and varying filing deadlines.

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E-Commerce Sellers

Your Situation: You're selling online through Shopify, Amazon, or other platforms. Economic nexus rules mean you have sales tax obligations in multiple states.

Why This Works: We analyze your sales data, determine nexus requirements, file all necessary sales tax returns, and handle marketplace facilitator complexities. **E-Commerce Tax Issues:** Economic nexus tracking, marketplace facilitator rules, inventory location impact, multi-state sales tax, and platform fee deductions.

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Contractors & Freelancers

Your Situation: You receive 1099 income from multiple clients and need to maximize deductions while paying quarterly estimated taxes to avoid penalties.

Why This Works: We help you track deductible expenses, calculate quarterly estimates accurately, and ensure you're paying enough to avoid underpayment penalties. **Contractor Concerns:** Quarterly estimated taxes, self-employment tax optimization, home office deductions, equipment purchases, and professional development expenses.

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Businesses with Employees

Your Situation: You have W-2 employees and need payroll tax filing, W-2 preparation, and employment tax compliance beyond just income tax returns.

Why This Works: We handle all employment tax filings including 941, 940, W-2s, and state withholding. Ensure compliance and avoid costly payroll tax penalties. **Payroll Tax Needs:** Quarterly 941 filings, annual 940 preparation, W-2 generation and filing, state withholding returns, and payroll tax reconciliation.

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Tax Planning Seekers

Your Situation: You're tired of only thinking about taxes in April. You want year-round planning to minimize liability and make tax-smart business decisions.

Why This Works: Year-round tax planning helps you time income and expenses, optimize retirement contributions, plan equipment purchases, and structure transactions tax-efficiently. **Planning Opportunities:** Income deferral strategies, accelerated depreciation, retirement plan optimization, entity structure planning, and estimated tax management.

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What's Included

Federal Tax Return Preparation

Complete preparation of Form 1040, Schedule C, 1120, 1120-S, or 1065. All supporting schedules and forms. E-filing with IRS tracking.

State Tax Return Filing

State income tax returns for all states where required. Multi-state filing coordination. State-specific deduction optimization.

Quarterly Tax Estimates

Calculation of quarterly estimated tax payments. Form 1040-ES preparation and filing. Payment reminders and tracking.

Sales Tax Filing

Multi-state sales tax return preparation. Economic nexus analysis and compliance. Marketplace facilitator coordination.

Deduction Maximization

technology-driven analysis of all expenses for tax optimization. Industry-specific deduction identification. Home office, vehicle, and travel expense calculations.

Tax Planning & Strategy

Year-round tax planning consultations. Estimated tax liability projections. Strategic guidance on major purchases and decisions.

Audit Support

Full representation if audited by IRS or state. Document preparation and communication. No additional fees for audit defense.

Prior Year Amendments

Amended return preparation for prior years. Analysis of missed deductions. Refund recovery services.

1099 & W-2 Preparation

Contractor 1099-NEC and 1099-MISC preparation. W-2 generation for employees. E-filing with IRS and states.

Dedicated Tax CPA

Assigned licensed CPA for your account. Unlimited tax questions year-round. Direct email and phone access.

Our Proven Process

How It Works

Transform your messy books into pristine financial records in just 5 simple steps

Financial Data Import & Analysis

What Happens: Connect your accounting software (QuickBooks, Xero, etc.) or upload financial statements. Our system securely imports all transactions, income, and expenses for the tax year. Technology automatically organizes everything by tax category.

**What You Get:** Complete financial summary organized for tax optimization. All income documented, expenses categorized, and potential deductions flagged for CPA review.

**Timeline:** 24 hours for data import and initial analysis

**Your Part:** One-time connection or file upload, then we handle everything

Smart Deduction Discovery & Optimization

What Happens: Advanced algorithms scan every transaction against current tax laws, identifying deductible expenses, tax credits, and industry-specific opportunities. The system flags unusual items, suggests deduction improvements, and calculates optimal depreciation strategies.

**What You Get:** Comprehensive deduction analysis that finds 18% more deductions than manual review. Technology identifies opportunities human preparers typically miss—vehicle mileage, home office calculations, equipment depreciation, and industry-specific write-offs.

**Timeline:** 48 hours for complete analysis

**Behind the Scenes:** Machine learning continuously updates with latest tax law changes, ensuring you benefit from new deductions and credits.

Expert CPA Review & Preparation

What Happens: Your assigned licensed CPA reviews technology recommendations, applies professional judgment, and prepares your complete tax return. They verify all deductions meet IRS requirements, prepare supporting schedules, and optimize tax strategies specific to your situation.

**What You Get:** CPA-prepared return that balances maximum deductions with audit safety. Professional review ensures aggressive-but-legal tax positions. All federal and state forms completed accurately.

**Timeline:** 3-5 business days for CPA preparation

**Quality Guarantee:** Every return reviewed by two CPAs before delivery—preparer and senior reviewer.

Review, Approve & E-File

What Happens: Schedule a video call to review your completed return line-by-line with your CPA. Ask questions, understand your numbers, and get tax planning advice for next year. Once you approve, we e-file with IRS and all states, track acceptance status, and monitor for any issues.

**What You Get:**

- Detailed return walkthrough with your CPA - Written tax planning recommendations for next year - E-filing confirmation and tracking - Copies of all filed returns and documentation - Direct deposit setup for refunds

**Timeline:** Returns filed within 24 hours of your approval

**Bonus:** Year-round access to your CPA for tax questions—no additional fees.

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Why Choose Professional Cleanup

Key Benefits

Clean, accurate financial records unlock opportunities and protect your business from costly mistakes

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Maximize Every Deduction

⚠️ The Problem: Traditional tax preparers miss deductions because they manually review thousands of transactions. One overlooked business meal, mileage entry, or equipment purchase means higher taxes.

✅ The Solution: Smart technology scans 100% of transactions against current tax laws, identifying every legitimate deduction. Our system finds 18% more deductions than manual preparation by catching items human preparers typically miss.

💎 Real Impact: Average client saves $3,200-$8,500 in additional deductions. One e-commerce client recovered $12,000 in platform fees they didn't know were deductible.

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Year-Round Tax Planning

⚠️ The Problem: Only thinking about taxes in April means missed opportunities. Strategic decisions made throughout the year significantly impact your tax bill, but most business owners lack expert guidance when it matters.

✅ The Solution: Quarterly tax planning calls with your CPA. We monitor your tax situation, provide estimated payment calculations, suggest timing for major purchases, and recommend entity structure optimizations.

💎 Real Impact: Year-round planning reduces tax surprises and enables strategic moves like accelerated depreciation, retirement contributions, and income timing that save thousands annually.

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Multi-State Mastery

⚠️ The Problem: Operating in multiple states creates filing complexity. Each state has different rules, apportionment formulas, and deadlines. Mistakes trigger audits, penalties, and interest charges that quickly add up.

✅ The Solution: We handle all state filings, calculate proper income apportionment, manage nexus requirements, and ensure compliance in every jurisdiction. No additional fees for multi-state complexity.

💎 Real Impact: Clients with 5+ state filings save 30-40 hours annually versus DIY filing. One client avoided $18,000 in penalties by properly filing in a state they didn't know had nexus requirements.

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️ Audit Protection Included

⚠️ The Problem: IRS audits are stressful and expensive. Hiring a CPA to represent you during an audit costs $3,000-$10,000+ on top of any back taxes owed.

✅ The Solution: Full audit representation included at no additional cost. If you're audited, we handle all IRS communication, document preparation, and defense of your return. We stand behind our work completely.

💎 Real Impact: Peace of mind knowing you're protected. Successfully defended 98% of audited returns with zero additional tax owed.

✅ Accuracy Guaranteed

⚠️ The Problem: Tax errors result in penalties, interest, and audit risk. Many preparers don't guarantee their work—if they make a mistake, you pay the price.

✅ The Solution: We guarantee 100% accuracy. If our error causes penalties or interest, we pay them. Our dual-review process (technology + two CPAs) achieves 99.9% accuracy on all filed returns.

💎 Real Impact: Filed 10,000+ returns with zero accuracy-related penalties. Sleep soundly knowing your return is correct.

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Stress-Free Tax Season

⚠️ The Problem: Tax season disrupts your business. Gathering documents, answering preparer questions, understanding forms, and worrying about accuracy consumes mental energy better spent running your company.

✅ The Solution: Your dedicated CPA handles everything from data collection to filing. Automated document gathering, clear communication, and white-glove service eliminate tax season stress.

💎 Real Impact: Spend 2 hours on your taxes instead of 20. Focus on Q1 growth while we ensure compliance and maximize your refund.

99.9%

Accuracy Rate

$8K

Avg. Recovered

5-20

Days to Complete

500+

Cleanups Done

Frequently Asked Questions

When should I start preparing for taxes?

The best time to start is now! Year-round tax planning is far more effective than scrambling in March. If you're approaching a tax deadline, we offer expedited services and can typically complete returns within 5-7 business days once we have all necessary documents.

What information do I need to provide?

If you use our bookkeeping services, we already have everything! Otherwise, you'll need year-end financial statements (P&L and Balance Sheet), bank statements, receipts for major deductions, 1099s received, and prior year tax returns. We'll provide a detailed checklist.

Do you handle sales tax filings?

Yes! We prepare and file sales tax returns for all states where you have nexus. Our team tracks changing economic nexus thresholds and ensures compliance across all jurisdictions.

Can you file for previous years?

Absolutely. We can prepare and file prior year returns, including amended returns to claim missed deductions. We've successfully recovered an average of $8,400 in overlooked deductions through amended filings.

What if I'm audited?

Audit protection is included with all Professional and Enterprise plans. Our CPAs will represent you, communicate with tax authorities, and defend your return at no additional charge. We win 94% of audit disputes.

How do you maximize my deductions?

Our AI analyzes every transaction against IRS guidelines and industry-specific deduction rules. We identify home office expenses, vehicle deductions, meal and entertainment, business travel, professional development, and dozens of lesser-known deductions specific to your industry.

Do I need to come to your office?

No, everything is done virtually. We work with clients nationwide. All document sharing, communication, and e-signing happens through our secure platform. Some clients never speak to us by phone—everything can be handled via email and our dashboard.

Can you help with payroll taxes?

Yes, we handle all payroll tax filings including Form 941, 940, W-2s, and state unemployment taxes. Our payroll service includes automatic tax calculations, filings, and payments.

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Professional tax preparation & filing services at competitive rates