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Tax Preparation & Filing That Catches What Others Miss

Twelix prepares, reviews, and files your individual and business tax returns with precision. We find the deductions your DIY software misses, e-file federal and state on time, and flag the errors before the IRS does.

IRS-compliant filingDeduction maximizationFederal + state e-filing

What's Included in Tax Prep & Filing

Full tax return preparation (federal + state)
Federal and state e-filing (all 50 states)
Deduction & credit optimization review
Quarterly estimated tax calculations & filings
1099 and W-2 preparation & filing
Year-end tax planning consultation
250+Returns Filed
99.8%Accuracy Rate
$5,200Avg. Extra Deductions Found
100%On-Time Filing
Year-Round Tax Readiness

Tax readiness is a year-round activity

Businesses that stay ahead of tax deadlines all year save money and avoid penalties. Here is what we handle each quarter.

Year-End Review & Filing Prep

Issue 1099s to contractors (due Jan 31)
Collect W-2s from payroll provider
Year-end book close and final reconciliation
Gather all deductions and receipts
Prepare and file or extend business tax return

Tax Season Should Not Feel Like a Fire Drill

Missed deadlines, miscategorized transactions, and DIY software that overlooks deductions are preventable. Penalties, IRS notices, and surprise tax bills are not what you signed up for.

Missed Deadlines

IRS late-filing penalties start at 5% per month, plus interest.

Missing Deductions

DIY software cannot identify industry-specific tax savings.

Filing Errors

Incorrect returns trigger IRS notices, audits, and amendments.

Multi-State Complexity

Operating in multiple states means multiple filing requirements.

Overview

What Is Tax Preparation & Filing?

Our service covers everything from data gathering to final e-filing. We review your financials, identify every eligible deduction, prepare your individual and business returns, review them for accuracy, and file federal and state returns on time. If you already have a CPA, we prepare the financials they need.

What You Get

Full tax return preparation (federal + state)
Federal and state e-filing (all 50 states)
Deduction and credit optimization review
Quarterly estimated tax calculations and filings
1099 and W-2 preparation and filing
Prior-year return review for missed savings
Year-end tax planning consultation
Why Twelix

Why businesses switch to Twelix

Most clients come to us after outgrowing DIY bookkeeping, losing confidence in their numbers, or realizing their current setup can’t keep up. Here’s what changes when Twelix takes over:

Certified QuickBooks and Xero professionals assigned to your account
Flat-rate pricing — no hourly billing, no surprise invoices
48-hour onboarding from first call to active service
Monthly financial statements delivered on schedule, every time
Dedicated point of contact who knows your business
CPA-ready books that survive audits and due diligence

How It Works

A structured, repeatable process that takes the guesswork out of onboarding and monthly bookkeeping.

01

Tax Readiness Call

We assess your books and documents. No charge.

02

Document Collection

Secure upload of W-2s, 1099s, and financial statements.

03

Preparation & Review

We prepare your returns and review for accuracy and savings.

04

E-File & Confirm

You approve, we e-file, and you receive confirmation receipts.

Tax Deadline Calendar

Every US business tax deadline in one place

Missing a single filing deadline can cost thousands. Here is every date your business needs to know.

Jan 15

Q4 estimated tax payment (prior year)

Penalty: 0.5% per month on underpayment

Apr 15

Q1 estimated tax payment

Penalty: 0.5% per month on underpayment

Jun 15

Q2 estimated tax payment

Penalty: 0.5% per month on underpayment

Sep 15

Q3 estimated tax payment

Penalty: 0.5% per month on underpayment

IRS late-filing penalties: 5% of unpaid taxes per month, up to 25%.

Transparent, Flat-Rate Pricing

No hourly billing. No hidden fees. One flat rate based on your transaction volume. See our plans or get a custom quote.

Know the Difference

Bookkeeper vs. CPA, who does what?

Both roles are essential, but they serve different purposes. Twelix bridges the gap so your CPA gets clean, accurate data every time.

TaskBookkeeperCPA
Record daily transactions
Bank & credit card reconciliation
Accounts payable / receivable
Payroll processing
Monthly financial statements
Tax return preparation & filing
Tax planning & strategy
IRS audit representation
Financial forecasting & advisory
Business entity structuring

Frequently Asked Questions

Both. We prepare your returns, review them with you, and e-file federal and state. If you'd prefer your CPA file, we deliver CPA-ready returns.

Individual (Form 1040) returns and business returns for sole proprietors, LLCs, partnerships, S-corps, and C-corps. Federal and state in all 50 states.

Yes. We calculate and file your quarterly estimated tax payments to help you avoid underpayment penalties.

Absolutely. We file in all 50 states. If you operate across state lines, we ensure compliance everywhere.

Yes. Our tax review service checks for errors, missed deductions, and compliance issues on returns prepared elsewhere.

Flat-rate pricing based on entity type, return type, and complexity. No hourly billing. Get a quote during your free consultation.

We handle multi-year preparation and filing. We get you current and compliant, one year at a time.

SOFTWARE & TOOLS

We work with the tools you already use

No need to switch platforms. We integrate with your existing software or help you choose the right tool during onboarding.

QuickBooks
Xero
Lacerte
Drake
ProConnect
UltraTax
ProSeries
CCH Axcess
ATX