Nirvana Tax Advisory · Tax Preparation
Personal & Business Tax Preparation, Connected
Your tax picture includes more than your business. You may also earn a W-2 paycheck, share income with a spouse, or be transitioning into working for yourself full time. Nirvana Tax Advisory helps business owners bring those pieces together—from individual returns with Schedule C or K-1 income to separately scoped partnership and S corporation returns.
Prepared carefully. Explained clearly. Get an organized process and practical guidance on how your filings connect and what your results mean.
Smart. Strategic. Soulful Tax Support.
Who We Help
Tax Preparation That Fits Your Life and Business
Your business is one part of your tax picture. We consider your employment income, business activity, and other personal tax needs together—whether you’re growing a side business, transitioning into self-employment, or running your business full time.
Employees with a Business
Have a W-2 job and business income? We prepare individual returns that account for both, whether you’re building a side business, keeping both income streams, or preparing to work for yourself full time.
Self-Employed Professionals
Individual tax preparation for freelancers, consultants, independent contractors, and other sole proprietors. We bring your Schedule C business activity together with the other income, deductions, and credits on your personal return.
Partners & S Corporation Owners
Preparation for individual returns with Schedule K-1 income, plus partnership and S corporation returns when included in your engagement. We help you understand how your business filings connect to your personal return.
What’s Included
More Than a Filed Return
Our preparation process brings together careful review, clear communication, and an explanation you can use.
Preparation & Internal Review
Preparation of the federal and state returns included in your engagement, review of the information provided, and follow-up questions when something needs clarification.
Secure, Organized Communication
Document uploads, requests, and preparation questions through our Canopy client portal, so your information and next steps stay together.
Your Tax Results Package
A summary of your results, a breakdown of the taxes reflected on your return, and practical recommendations to help you understand what deserves attention next.
Review, Authorization & Filing
An opportunity to review your completed returns and ask questions, followed by filing after authorization and copies for your records.
Our Process
Know What Happens Next
First, we meet for a paid consultation to recommend the right service and provide a quote. Once your engagement is in place, preparation follows four clear stages.
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Document Collection
Complete your organizer and upload the requested records through Canopy. We’ll let you know what is missing or needs clarification.
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Preparation & Internal Review
We prepare your returns, review the details, and send focused questions through your portal as needed.
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Client Review & Signature
You receive your returns and results explanation for review. Ask questions, confirm the information, and complete the required filing authorizations.
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Filing & Download
We submit your authorized returns, communicate filing status, and make the completed documents available for download.
Preparation timing depends on complete records, return complexity, and timely responses. We’ll communicate any additional needs along the way.
Preparation Pricing
Start With a Clearer Picture of the Cost
Your fee reflects the work your return requires. These starting prices help you plan; your official quote follows a review of your situation.
Individual Tax Preparation
Starting at
$550
Your price depends on income sources, business or rental activity, state filings, and other complexity.
Business Tax Preparation
Starting at
$1,200
Your price depends on entity type, financial records, ownership, state filings, and other complexity.
The calculator provides an approximate price range, not an official quote. Final pricing is confirmed after we review your needs.
Find the Right Support
Need Help Beyond This Year’s Return?
Preparation is one part of the picture. If your needs extend further, we’ll help you identify the appropriate next step.
Plan for What’s Ahead
Need a tax projection, estimated-payment guidance, or ongoing strategy? Explore our tax advisory services.
Explore Tax AdvisoryAddress Unresolved Taxes
Have past-due returns, IRS notices, or an unpaid balance? Start with a review of your tax-resolution needs.
Explore Tax ResolutionGet Your Records Ready
If your books need cleanup before preparation can begin, we’ll discuss a separate project or an appropriate referral. Ongoing bookkeeping is handled through referral partners.
Discuss Your Starting PointFrequently Asked Questions
A Few Things to Know Before We Begin
Can we work together virtually?
Yes. Our process uses the Canopy client portal for secure uploads, document requests, and communication. You can complete preparation tasks without scheduling a meeting for every step.
What records will I need?
We’ll provide a tailored organizer and document requests. Depending on your situation, these may include prior returns, income forms, deduction records, estimated-payment information, and business financial statements.
How should I send sensitive documents?
Use your Canopy client portal for tax documents and other sensitive information. We’ll provide access and instructions during onboarding.
Are my business and personal returns included in one fee?
They are scoped separately. If you need both, your quote will clearly identify the included returns and services.
What if my bookkeeping is not ready?
Tell us during your consultation. Depending on the records and work needed, a separately scoped cleanup project or referral may be necessary before we can prepare the return.
How long will preparation take?
Timing depends on your return’s complexity, our current schedule, and when complete records are received. We’ll discuss timing and communicate outstanding requests. Uploading documents alone does not confirm a filing date.
What if I need an extension?
Contact us early so we can discuss whether extension support can be included in your engagement. An extension generally gives you more time to file, not more time to pay. We’ll discuss any payment considerations relevant to that work.
Does preparation include ongoing tax planning?
Preparation includes an explanation of your results and practical recommendations. Personalized projections, strategy implementation, and ongoing planning require a separately scoped advisory service.
Your Next Step
Let’s Find the Right Next Step for Your Taxes
Book a paid, one-hour consultation to talk through your situation, clarify your preparation needs, and understand how Nirvana can help.
Every consultation includes:
- What we recommend.
- Why we recommend it.
- A quote for Nirvana to implement the recommendation.
Your consultation fee is applied toward a future service if you decide to move forward.
Schedule Your Tax Preparation Consultation
Choose an available date and time below, then complete the booking questions and payment to confirm your appointment.
Prefer to book in a separate window? Open the booking calendar.
You deserve clear answers, respectful communication, and a CPA partner who helps your taxes make sense.