Virtual Tax
Preparation & Planning Services
Big Four Expertise Typically 30-40% Below Traditional Firm Rates
Individual and business tax preparation, year-round tax planning, and IRS representation—delivered by CPAs who find every deduction you deserve.
Tax services that deliver results, not just returns
Our solutions-driven approach to tax planning focuses on achieving specific outcomes — minimizing tax liabilities and maximizing tax benefits through strategic planning and year-round implementation.
We don’t just file your returns. We help you make informed decisions throughout the year that reduce tax exposure, improve cash flow, and increase net worth over time.
Explore Tax Services100% Accuracy Guarantee
CPA-prepared returns backed by our accuracy guarantee. We stand behind every filing.
Year-Round Planning
Proactive tax strategy throughout the year, not just at filing time. We spot opportunities early.
Transparent Pricing
Fixed quotes before we start. No hourly surprises, no hidden fees. 30-40% below traditional rates.
Responsive Support
24-hour response guarantee on business days. We’re here when you need us, including tax season.
Tax Services
Comprehensive tax preparation, planning, and representation for individuals and businesses.
Individual Tax Preparation
Expert tax preparation that finds every deduction you deserve—without the stress. Our CPAs handle everything from simple W-2 returns to complex multi-state filings, so you can focus on what matters.
Simple 1040
W-2 income, standard deduction
$195-$225
Traditional: $275-$350
- ✓ Form 1040 preparation
- ✓ W-2 income reporting
- ✓ Standard deduction
- ✓ E-file included
Schedule C
Self-employment income
$425-$550
Traditional: $600-$900
- ✓ All Simple 1040
- ✓ Schedule C preparation
- ✓ Business deductions
- ✓ Home office calculation
- ✓ SE tax optimization
Rental Properties
Schedule E, passive income
$550-$750
Traditional: $800-$1,100
- ✓ All Schedule C
- ✓ Schedule E preparation
- ✓ Depreciation schedules
- ✓ Passive loss rules
- ✓ Multiple properties
Complex Returns
Investments, multi-state, foreign
$750-$950
Traditional: $1,100-$1,500
- ✓ All Rental
- ✓ Schedule D (capital gains)
- ✓ Multi-state filing
- ✓ K-1 processing
- ✓ Foreign income (FBAR)
How It Works
Upload Documents
Secure portal for W-2s, 1099s, and supporting docs
CPA Reviews & Prepares
Expert preparation with maximum deduction focus
Review & File
You approve, we e-file. Done!
Business Tax Return Preparation
Strategic tax partners who help you keep more of what you earn. Year-round planning, not just annual filing—because your business deserves proactive expertise.
Partnership
Form 1065, Multi-member LLC
$800-$1,050
Traditional: $1,100-$1,500
- ✓ Form 1065 preparation
- ✓ K-1 for each partner
- ✓ State filings
- ✓ Basis tracking
S-Corporation
Form 1120S
$850-$1,100
Traditional: $1,200-$1,800
- ✓ Form 1120S preparation
- ✓ K-1 for shareholders
- ✓ Reasonable comp analysis
- ✓ Salary vs distribution
- ✓ State compliance
C-Corporation
Form 1120
$950-$1,200
Traditional: $1,300-$2,000
- ✓ Form 1120 preparation
- ✓ Corporate tax strategy
- ✓ QBID optimization
- ✓ R&D credit review
- ✓ State nexus analysis
Nonprofit
Form 990
$750-$1,200
Traditional: $1,000-$1,800
- ✓ Form 990/990-EZ
- ✓ Schedule A support
- ✓ State registrations
- ✓ Compliance review
Year-Round Tax Planning
Keep more of what you earn through strategic year-round optimization. Tax planning clients save 3-5x more than those who only do annual filing.
Tax Preparation
Backward-looking: Filing accurate returns for last year
Tax Planning
Forward-looking: Strategic optimization for future savings
Hourly Consultation
$175-$250/hr
Big Four: $400-$800/hr
One-time planning sessions for specific questions or decisions.
- ✓ Entity structure review
- ✓ Major purchase timing
- ✓ Retirement contributions
- ✓ Stock option planning
Annual Planning
$1,500-$3,500/yr
Traditional: $2,000-$5,000+
Comprehensive year-round planning engagement.
- ✓ Quarterly planning calls
- ✓ Year-end strategy session
- ✓ Estimated tax planning
- ✓ Entity optimization
- ✓ Retirement planning
Business Exit Planning
Custom Quote
Based on complexity
Strategic planning for business sales or succession.
- ✓ Sale structure analysis
- ✓ Capital gains planning
- ✓ Installment sale options
- ✓ QSBS qualification
Quarterly Estimated Tax Services
Avoid penalties and plan your cash flow with accurate quarterly estimates. We calculate, remind, and adjust throughout the year—so you’re never surprised.
📅 Key Deadlines
Annual Estimated Tax Service
$295-$395/year
Traditional CPAs charge $400-$600
- ✓ All 4 quarterly calculations
- ✓ Payment vouchers prepared
- ✓ Email reminders before each deadline
- ✓ Mid-year adjustments included
- ✓ State estimates included
Who Needs Estimated Taxes?
- ✓ Self-employed / Freelancers
- ✓ Business owners (S-Corp, LLC)
- ✓ Investors with capital gains
- ✓ Rental property owners
- ✓ Side gig income earners
- ✓ Anyone who owed $1,000+ last year
IRS Representation & Tax Resolution
You don’t have to face the IRS alone. Our CPAs have helped clients resolve audits, negotiate penalty abatement, settle tax debt, and respond to IRS notices—protecting your interests every step of the way.
Notices & Correspondence
IRS Notice Response
CP2000, CP14, CP501, CP504 & more
$275-$750
Traditional: $400-$1,200
- ✓ Notice analysis & explanation
- ✓ Written response preparation
- ✓ Supporting documentation
- ✓ Deadline management
State Tax Notice Response
All 50 states supported
$250-$650
Traditional: $350-$900
- ✓ State agency communication
- ✓ Assessment challenges
- ✓ Penalty waiver requests
- ✓ Multi-state coordination
Correspondence Audit
Mail-based IRS examinations
$500-$1,500
Traditional: $800-$2,500
- ✓ Document gathering & review
- ✓ Written responses to IRS
- ✓ Appeals if needed
- ✓ Resolution negotiation
Tax Debt & Resolution
Offer in Compromise
$2,500-$5,000
Traditional: $3,500-$7,500+
Negotiate to settle your tax debt for less than you owe. We handle the full OIC application and negotiation process.
Get OIC AssessmentInstallment Agreement
$500-$1,500
Traditional: $750-$2,000
Set up a manageable monthly payment plan with the IRS. We negotiate terms that fit your financial situation.
Get StartedPenalty Abatement
$350-$1,200
Traditional: $500-$1,800
Request removal of IRS penalties for reasonable cause or first-time abatement. Often saves thousands.
Get StartedBack Tax Resolution
$1,500-$4,000
Multiple unfiled years
Multiple years of unfiled returns? We prepare all missing returns and negotiate with the IRS on your behalf.
Currently Not Collectible
$500-$1,200
Financial hardship protection
If you can’t afford to pay, we can get collections paused by proving financial hardship to the IRS.
Amended Returns
$275-$450
Traditional: $400-$600
Correct errors from previous filings. Often recovers refunds or reduces liability owed.
Audit & Legal Representation
Field Audit Representation
$1,800-$4,500
Traditional: $2,500-$10,000
Full representation during in-person IRS examination. We attend, communicate, and negotiate on your behalf.
Get Audit HelpTax Court Preparation
Custom Quote
Based on case complexity
Support for Tax Court petitions including case preparation, documentation, and expert coordination with your attorney.
Innocent Spouse Relief
$1,200-$3,000
Form 8857 preparation
Relief from joint tax liability when your spouse or ex-spouse caused the tax problem. We build your case and file on your behalf.
Start With a $175 Case Review
60-minute consultation where we review your IRS notice or tax issue, explain your options, and provide a clear action plan with transparent pricing. No surprises.
Schedule Your Case ReviewYou Have Rights
As a taxpayer, you have the right to professional representation before the IRS. Our CPAs are authorized to represent you in audits, appeals, and collection matters. You don’t have to speak to the IRS directly—we handle everything on your behalf.
Dreading Tax Season Again?
Research shows 73% of Americans feel anxious about tax filing, and 1 in 3 worry they’re missing deductions their accountant should have caught.
Sound Familiar?
You deserve a tax partner who proactively saves you money
How Omicron CPA Is Different
We built our tax practice to eliminate these frustrations. Expert CPAs who proactively find savings, transparent pricing, and year-round support—not just at filing time.
✓ Every Deduction You Deserve
Our CPAs use a comprehensive 200+ point checklist developed from Big Four methodology. We don’t just file—we actively look for deductions your previous preparer missed.
“Omicron found $8,500 in deductions my previous CPA missed—and their fee was half what I was paying before.” — Michael R., Real Estate Investor
✓ Transparent Flat-Rate Pricing
Know exactly what you’ll pay before we start. Individual returns from $195, business returns from $800. No hourly billing surprises, no hidden fees, no anxiety about asking questions.
“First CPA who gave me a straight price without making me sit through a sales meeting. Refreshing honesty.” — Jennifer K., Marketing Consultant
✓ Year-Round Tax Planning
Tax season shouldn’t start in April. We provide proactive planning throughout the year—estimated payments, strategic timing, entity optimization—so you’re never surprised.
“For the first time in 10 years, I knew my tax bill BEFORE December. No more April panic attacks.” — David S., E-commerce Seller
Average Client Saves $3,000-$8,000 in Tax Liability Annually
View Our Tax ServicesOmicron CPA’s federal tax professionals provide the following services:
- Individual and business tax preparation for sole proprietors, partnerships, S corporations, and C corporations
- Year-round federal tax planning focused on cash flow optimization and tax minimization
- Strategic entity structuring and restructuring to support growth and scalability
- Multi-state tax compliance and nexus analysis
- Accounting method reviews and IRS-approved accounting method changes
- Cost segregation studies to accelerate depreciation and improve liquidity
- Representation and support for IRS notices, audits, and correspondence
- Tax projections, estimated tax planning, and extension management
- Integration of tax strategy with bookkeeping, payroll, and CFO advisory services
By specializing in the industries our clients operate in, we build trusted, long-term relationships focused on achieving meaningful financial outcomes.
We work with e-commerce brands, professional service firms, real estate investors, content creators, and closely held businesses—where smart tax decisions directly impact growth and profitability. Our deep understanding of how your business operates allows us to move beyond tax filing and deliver practical, compliant, and forward-looking tax strategies that scale with you.
What Our Tax Clients Say
Real results from individuals and businesses who switched to Omicron CPA.
Our experienced team of tax professionals provides you with solutions for the short and long term.
Our approach to tax management is proactive, data-driven, and growth-oriented. We don’t just focus on filing accurate returns—we help you make informed decisions throughout the year that reduce tax exposure, improve cash flow, and increase net worth over time.
We offer a comprehensive range of federal tax management services, including accounting method changes, tax planning, compliance, cost segregation, and advisory support. Every strategy is evaluated in the context of your broader financial picture, ensuring your tax plan supports sustainable business growth, operational efficiency, and long-term wealth creation.
Frequently Asked Questions
Common questions about our tax services.