Tax services
CPA-led tax work, grounded in accurate books.
What we handle
Tax services for owners and their businesses.
Business returns
Partnership, S corporation, C corporation, and sole-proprietor schedules, prepared from reconciled books.
Individual returns
Owner and household returns, coordinated with your business filings.
Tax planning
Year-round conversations about entity choice, estimates, and timing — before deadlines, not after.
Prior-year & unfiled returns
A clear plan to get current, prioritized with you.
IRS & state notices
Review of notices and a measured response plan.
New businesses
Help thinking through setup, recordkeeping, and first-year filing obligations.
Pair tax with quarterly bookkeeping
Simple businesses can choose a Tax-Ready Quarterly (typical starting point $495/quarter) or Core Quarterly (typical starting point $800/quarter) plan, which keep books tax-ready throughout the year when Cardinal prepares the business return.
Tax outcomes depend on your facts and current law. Nothing on this site is a guarantee of a particular refund, liability, or result.
Ready for books you can rely on?
A few minutes of questions, a preliminary plan recommendation, and a consultation on your calendar.