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Business
Business — EssentialFor an owner-managed company: both the business and personal returns each year, a tax meeting in the fourth quarter while there is still time to act on it, a review of the return before it goes out, and a quarterly accounting check-in so the books do not drift.
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Business — FullOur most complete compliance level for an owner-managed company. Business and personal returns, tax meetings in both the second and fourth quarters, a review of the return before filing, and accounting, payroll and 1099 work handled alongside it rather than bolted on.
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