Small business tax preparation without the scramble
Because your books are already clean, your federal and state returns are prepared accurately and on time, with planning through the year to keep more of what you earn.
What's included
Everything below is handled for you by your dedicated accountant.
- Schedule C returns for sole proprietors and single-member LLCs
- Partnership and multi-member LLC returns (Form 1065)
- S corporation returns (Form 1120-S)
- C corporation returns (Form 1120)
- State business and income tax returns
- Quarterly estimated tax calculations
- Year-end tax planning review
- Owner personal returns (Form 1040)
Who it's for
LLC owners
Single-member or multi-member, we file the right forms and keep your state filings in order.
S corp and C corp owners
Corporate returns, reasonable salary questions and owner distributions, handled from your books.
Anyone tired of tax-season stress
Year-round planning means estimated payments are on track and April is just another month.
How it works
1
Free consultation
Tell us where things stand. You get a clear plan and a fixed quote.
2
Onboarding
Secure access to your accounts and records, with any cleanup done first.
3
Ongoing support
Work delivered on a set schedule, with your accountant one message away.
Tax Preparation & Planning questions
We prepare Schedule C, Form 1065 partnership, Form 1120-S S corporation and Form 1120 C corporation returns, along with state returns and the owners’ personal Form 1040.
Yes. We work with small businesses across all 50 states and prepare the state returns that go with your federal filing.
Returns are prepared in ProSeries, working from the books we keep in QuickBooks, Xero or Wave.
Yes. Planning reviews during the year look at estimated payments, entity choice and deductions so there are no surprises at filing time.
Your first call is free.
Let's talk about your tax preparation & planning
Book a free 30-minute consultation. You will talk with an experienced accountant and leave with a clear plan and a fixed quote.