Tax Compliance & Prep

Organized. Proactive. On Time.
The way tax season should be.

You’ve got a business to run—taxes should support it, not sabotage it.

We think the same. Tax Season used to come along and sabotage our office, too, turning our well-oiled machine into a giant broken mess. We’re out to change that.

At Steinke & Company, we ensure that your business and personal returns are filed accurately and with care. Our goal isn’t just to minimize surprises, it’s to give you a workable and predictable year-round schedule for your business’s important deadlines.

We don’t play clean-up crew. We partner with business owners who want life to be more structured, planned, and who want a strategic direction.
If you value proactive planning and meet your deadlines, you’ll fit in just fine here.

What You Get:

✅ Business + personal tax prep (Schedule C, F, S Corp, and more)
✅ Compliance checks to avoid penalties and late filings
✅ A review of your taxes that you actually understand.
✅ Strategic insights to reduce next year’s bill, not just survive this one
✅ A firm that respects your time—and expects the same in return

This isn’t just about getting it done. It’s about doing it right, without panic at deadline.

We meet you where you’re at, but we won’t leave you there.
We’ll help you build better systems, meet every deadline, and feel confident in your numbers year after year.

Because when one client runs late, it delays service for everyone. We don’t allow that.

We’re here for the business owners who want to run organized, smart, sustainable companies. If that’s you, you’ll love how we work.

Compliance Services

So what counts as compliance?

We handle the essential filings, forms, and reports that keep your business in good standing, so you can focus on running it. Whether you need monthly support or want to stop dreading tax season, we’ve got you covered.

What We Can Handle:

  • Tax Filings – Personal and business returns (Schedule C, F, 1120-S, etc.) and estimated payments

  • Payroll Compliance – W-2s, 1099s, 941s, state reports, and new hire filings

  • Sales Tax – Registration, filing, and use tax evaluation

  • Annual Reports – Entity renewals, 2290s, and state compliance docs

  • IRS + State Notices – We respond, resolve, and protect your time

  • End-of-Year Wrap Up – Reports, summaries, depreciation, and prep for planning season

Add-On Services Available:

  • Bookkeeping – Monthly QuickBooks accounting

  • Entity Formation – LLC setup, S Corp election, and strategic structure guidance

  • Business Coaching – Pricing, offers, team planning, systems, and strategic decision-making

  • Tax Planning – In-depth tax planning, meeting quarterly, and often coordinating with your financial advisor and lawyer

  • Tech Consulting – Software, automation, and systems tailored to your workflow. Especially for service providers and tax and accounting firms using Canopy

We don’t just do the paperwork. We keep you ready—month after month, year after year.

Your First Year With Us

Start strong. Stay ready. Never scramble again.

When you join our firm, we don’t just file and forget. We take the time to understand where you’ve been—so we can guide where you’re going.

Here's what your first year looks like:

1. File This Year Right
We prepare and file your current tax returns—business and personal—with clarity and care. You'll know exactly what was done, why it matters, and what to expect next.

2. Review the Past
We take a look at your previous returns to spot missed opportunities, gaps, or red flags. We’ll help you understand what’s been working and where we need to adjust.

3. Build a Plan for What’s Next
Once you’re filed and caught up, we create a simple, customized plan:

  • Estimated payment schedules (no more big April surprises). These are non-negotiable if you choose to work with us.

  • Meeting cadence (usually 1–2x a year) for check-ins, planning, and updates. You can choose how many meetings you’d like to have.

  • Reminders and deadlines built into your workflow. We send emails and newsletters throughout the year and auto-reminders based on your business’s needs.

  • Tools to stay organized, compliant, and out of the weeds. We have worksheets and checklists and can make custom ones just for you.

If tax season and taxes has been a pain to you, it’s because your business systems and processes we not in alignment. It’s just not that hard, or at least it doesn’t have to be. You’ll be in a routine that works—for your life, your business, and your goals.

We don’t just show up when things are urgent. We show up early, plan ahead, and help you feel ready all year long. And the best fit clients, will do the same for us.