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Our Services

US Tax Preparation — Done Right.

From sole proprietorships to multi-entity corporations, Advisory Monks Consulting files accurate, optimized tax returns across all 50 states. We catch every deduction and deliver peace of mind, not just a filing.

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Returns we handle
Form 1120 (C-Corp) Form 1120-S (S-Corp) Form 1065 (Partnership) Form 1040 (Individual) State Returns (All 50) Estimated Quarterlies Sales Tax / E-commerce
99.8%
Filing accuracy rate
48hr
Average turnaround
$2.4M+
Tax savings identified
All 50
States covered
What's included

Complete tax preparation, end to end

Federal Business Tax Returns

We prepare and file Form 1120 (C-Corp), 1120-S (S-Corp), 1065 (Partnership), and Schedule C (Sole Proprietor). Every return is reviewed by a senior CPA before submission.

State & Multi-State Returns

Operating in multiple states? We handle nexus analysis, state tax registrations, and returns across all 50 states plus DC. We track filing deadlines so you never miss one.

Quarterly Estimated Taxes

We calculate and prepare your quarterly estimated payments (Form 1040-ES or 1120-W) so you never face underpayment penalties. We remind you before each deadline.

Sales Tax & E-commerce Compliance

Post-Wayfair, economic nexus rules can create surprise sales tax obligations. We track your thresholds, handle registrations, and file returns in all required states.

Deduction Maximization

Our team proactively identifies every legitimate deduction — Section 179 expensing, bonus depreciation, home office, vehicle, retirement plan contributions, and more.

IRS E-filing & Confirmation

All returns are filed electronically with IRS. You receive an e-file confirmation within 48 hours. We track acceptance and notify you immediately.

Included In All Plans

Federal business tax return
State returns (base state)
Quarterly estimates
IRS e-filing + confirmation
Deadline tracking
Year-end tax checklist

Key Deadlines We Track

Mar 15 — S-Corp / Partnership
Apr 15 — C-Corp / Individual
Q1-Q4 Estimated payments
State-specific deadlines

Ready to get started?

Tax preparation is included in all Advisory Monks Consulting plans starting at $2,500/month.

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How we prepare your tax return

01

Document Collection

We send you a tailored document checklist via your client portal. Upload securely — bank statements, 1099s, prior returns, receipts. We follow up proactively on anything missing.

02

CPA Review & Preparation

Your dedicated CPA reviews everything, identifies deductions, and prepares the draft return. Complex situations are escalated to senior reviewers with specialty expertise.

03

Quality Control Check

Every return goes through a second-reviewer QC process before it reaches you. We check for accuracy, missed deductions, and state-specific requirements.

04

Client Review & Approval

You receive the draft return with a clear summary of key numbers, estimated tax due/refund, and any notes. We walk you through it on a call if you'd like.

05

E-filing & Confirmation

Once approved, we e-file immediately. You receive IRS acceptance confirmation within 48 hours, stored in your client portal for easy access.

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Advisory Monks Portal
Dashboard
Good morning, Sarah · Monday, 2 March 2026
Upload Message CPA
Cash Position
$142,350
↑ $8,200 vs last week
Next Deadline
Apr 15
Federal Q1 estimated tax
Reports Ready
3
February pack + 2 others
Open Items
2
Documents requested
Weekly Cash Report
● Live · March 2, 2026
Cash Balance
$142,350
↑ $8,200 since last Monday
Projected EOW
$138,100
After payroll & vendor pmts
THIS WEEK · MOVEMENTS
↑ Client payment — Apex Design +$22,000
↓ Bi-weekly payroll run -$11,400
↓ AWS + SaaS subscriptions -$2,400
8-WEEK CASH TREND ($K)
J3
J4
F1
F2
F3
F4
M1
M2
Prepared by Akash Ukil · Advisory Monks Consulting · Every Monday 9am ET
Recent Reports
View all →
February 2026 Financial Pack
P&L · Balance Sheet · Cash Flow · Owner Dashboard
New ⬇
Q4 2025 Board Pack
CFO Narrative · KPI Dashboard · 13-Week Forecast
Ready ⬇
January 2026 Financial Pack
Delivered Feb 10, 2026
Ready ⬇
Payroll Summary — Q4 2025
W-2 & 941 reconciliation
Action ⬇
Upcoming Deadlines
All →
Mar
15
Form 941 — Q4 2025
Federal payroll tax deposit
13 days
Apr
15
Q1 Estimated Tax
Federal + CA state payments
44 days
Apr
15
1120S / 1065 Filing
Corporate income tax return
On track
Jun
15
Q2 Estimated Tax
Federal payment
On track
CPA Messages
All →
SC
Akash Ukil
Your February pack is ready! Revenue up 14% — full commentary inside...
9:02am
RK
Rajan Kumar
I need your Q4 bank statement for the final account (Chase ×8821). Can you upload by Thursday?
Yesterday
NV
Neha Verma
Your 941 is filed and confirmed. IRS acknowledgment attached.
Feb 28
Recent Activity
February Financial Pack uploaded & ready to view
Today 9:05am
Document requested — Chase Q4 statement needed
Yesterday
Invoice #AM-2026-0054 generated — $5,000
Mar 1
Form 941 filed and IRS acknowledgment received
Feb 28
January books reconciled and locked
Feb 5
All Reports & Financial Packs
2026
February 2026 Financial Pack
Delivered March 2, 2026 · P&L · Balance Sheet · Cash Flow · Dashboard
New⬇
Q4 2025 Board & Investor Pack
Delivered January 5, 2026 · CFO Narrative · KPIs · 13-Week Forecast
Ready⬇
January 2026 Financial Pack
Delivered February 10, 2026
Ready⬇
2025
December 2025 Financial Pack
Delivered January 10, 2026
Ready⬇
November 2025 Financial Pack
Delivered December 10, 2025
Ready⬇
Q3 2025 Board & Investor Pack
Delivered October 5, 2025
Ready⬇
Invoices
All payments current ✓
Year to Date
$10,000
Monthly Rate
$5,000
Balance Due
$0.00
InvoiceDateAmountStatus
#AM-2026-0054
Mar 1, 2026
$5,000
Due Apr 1
#AM-2026-0041
Feb 1, 2026
$5,000
#AM-2026-0028
Jan 1, 2026
$5,000
#AM-2025-0112
Dec 1, 2025
$5,000
#AM-2025-0099
Nov 1, 2025
$5,000
Upload Document
Click to upload or drag & drop

PDF, Excel, CSV, images up to 50MB · AES-256 encrypted

All Documents
14 files
TAX DOCUMENTS
2024 Form 1120S — Federal Return
Filed April 15, 2025 · PDF · 24 pages
⬇
2024 CA Form 100S — State Return
Filed April 15, 2025 · PDF · 18 pages
⬇
2024 W-2 Pack — All Employees
Issued January 31, 2025
⬇
COMPANY DOCUMENTS
Advisory Monks Consulting SOW 2025
Signed October 15, 2024 · DocuSign
⬇
Certificate of Formation — Meridian Tech LLC
Delaware · March 2022
⬇
Full Compliance Calendar — 2026
MARCH 2026
Mar
15
Form 941 — Q4 2025
Federal payroll tax return · IRS
13 days
Mar
25
Payroll Data Due to AMC
Please upload February payroll by this date
Action
APRIL 2026
Apr
5
Bank Statements Due
March statements — all accounts
Client Action
Apr
15
Q1 Estimated Tax Payment
Federal Form 1040-ES + CA 540-ES
On track
Apr
15
1120S / Corporate Return
Federal income tax return · IRS
In progress
JUNE 2026
Jun
15
Q2 Estimated Tax Payment
Federal + CA payments
On track
SEPTEMBER 2026
Sep
15
Q3 Estimated Tax Payment
Federal + CA payments
On track
Conversations
SC
Akash Ukil · Co-founder
Your February pack is ready! Revenue up 14%...
Today 9:02am
RK
Rajan Kumar · Senior CPA
I need your Q4 Chase bank statement...
Yesterday 3:15pm
NV
Neha Verma · Payroll
941 filed and confirmed. Ack attached.
Feb 28
SC
Akash Ukil
● Online · Your dedicated CPA
SC
Hi Sarah — your February financial pack is ready! Revenue came in at $186,400, up 14% vs January. Gross margin held at 58%. I've left some commentary in the Owner Dashboard section that I think you'll find useful before your board meeting. Let me know if you'd like to walk through it.
Today · 9:02am
SC
Thanks Akash! That's great news. Yes, let's do a quick walkthrough — I'll send a calendar invite for Thursday morning if that works.
Today · 9:18am
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