Tax Health Checkup
Law Firm Annual Tax Health Checkup
A once-a-year review of your firm’s tax health, from entity structure to compliance, with a clear assessment and practical next steps to keep more of what you earn.
Most law firms only find out about a tax problem once the IRS raises it. The Annual Tax Health Checkup is a proactive look at your firm’s structure, compliance, and state standing, so issues are caught and corrected on your terms.
What we do
- Review of your current business structure, including a review of your last IRS tax return
- Tax compliance check of income tax, payroll tax, and franchise taxes
- Entity status check with your state
What you get
- An overall tax health assessment, with instructions for remedying any problems identified
- Recommendations for tax savings strategies
- A checklist for the 2027 tax year
2026 Anniversary Special
Annual Check Up
$1,999
Regular price $2,400
Space is limited — anniversary pricing is available for a limited number of firms.
Book NowWant ongoing, quarter-by-quarter guidance instead of a single annual review? Explore the Quarterly Tax Health Checkup.