CORPORATE SWITCH CAMPAIGN
Switch your corporate tax preparer — 50% off the first year.
Move your U.S. corporate tax return (Form 1120, 1120-S, 1065 or 5472) from your current firm to CLT NY INC. and get 50% off last year’s fee for your first year. From year two, never more than last year’s fee. Our business app is free while you are our client.
Apply online in a few minutes; your quote is shown right away. Apply by January 31, 2027.
Why Switch
Three reasons to switch now
A lower fee, a cap for the years after, and better tools for your day-to-day work.
50% off the first year
50% off last year’s fee (up to $1,500 off). From the second year, never more than you paid last year.
Business app free while you are a client
Attendance, invoice approvals, purchase requests, card expenses and receipts, petty cash, financial reports and chat with us — every add-on app included.
Zero-hassle handover
We take over last year’s return, depreciation schedules and carryforwards, and prepare the IRS authorizations (Forms 8821 and 2848). You just upload documents in the app.
Pricing
What did you pay last year?
Here is your first year with us. From the second year, never more than last year.
| Last year (previous preparer) | First year with us | From the second year |
|---|---|---|
| $1,500 | $1,000 | no more than $1,500 |
| $2,000 | $1,000 | no more than $2,000 |
| $3,000 | $1,500 | no more than $3,000 |
| $5,000 | $3,500 | no more than $5,000 |
| $8,000 | $6,500 | no more than $8,000 |
50% off last year’s fee, up to $1,500 off; minimum first-year fee $1,000; for companies that paid $1,000 or more last year.
Who It’s For
Who the campaign is for
U.S. companies that filed last year’s corporate return with another firm or tax preparer.
U.S. subsidiaries of Japanese companies
U.S. companies with a parent company in Japan.
- Form 1120 and Form 5472
- March or December fiscal year ends
- New York State (CT-3), New York City (NYC-2) and other state and local returns
Owner-run small businesses
LLCs, S corporations and C corporations in restaurants, salons, retail, consulting and more.
- S corporation (Form 1120-S) and partnership (Form 1065) returns, with K-1s
- Single-member LLCs owned by someone abroad (Form 5472)
- The owner’s own individual return (Form 1040) as well
How It Works
How switching works
Everything happens online; no office visit needed.
Apply
Company name, your name and email, plus last year’s invoice (and return, if you have it).
See your quote
Your first-year fee and the cap from the second year, right away.
Approve and pay
Approve the quote and pay securely online.
Handover and app setup
We take over from your previous preparer and set up your business app.
We prepare and e-file
You upload documents in the app; we walk you through the return and e-file it once you approve.
FAQ
Q. What is discounted?The fee for preparing your first-year corporate return. Catch-up bookkeeping, prior-year filings and state registrations are quoted separately at our regular rates.Q. What about the second year?No more than last year’s fee. If the work grows (more states, subsidiaries or forms), we quote the extra separately.Q. Do we need our current firm’s permission?No. Your company’s returns and records belong to your company. If you don’t have last year’s return at hand, we can review your IRS records with a Form 8821 authorization.Q. Is the business app really free?Yes, while you are our client — every add-on app included. AI features are for normal use.Q. Our fiscal year doesn’t end in December. Can we still switch?Yes. We work with any fiscal year end, including March.Q. Can you also do the owner’s personal return?Yes. Tell us when you apply. For individual returns only, see our individual switch campaign.Q. What happens to our data if we stop?You can still view it for 60 days, and we give you a CSV export.Apply by January 31, 2027
Send last year’s invoice and see your first-year fee
Free quote, shown the moment you apply, together with the cap from the second year.
Send last year’s return and invoice →About our corporate tax services · Individual switch campaign