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
What the entity review looks for is explained in which entity a California law firm can use, and how it is taxed. The state standing check matters because of what happens if California suspends your law corporation. The payroll part of the compliance check follows when a small law firm has to deposit payroll taxes.
Annual Check Up
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.