Personal attention, from the first question to the final follow-up.
Who this helps
Business Tax Services
Corporations, partnerships, LLCs, sole proprietors and foreign-owned U.S. businesses that need coordinated tax filings.
Where we begin
We start with the ownership structure, tax classification, accounting records, related-party transactions and states of activity.
Service scope
C-Corp, S-Corp, partnership & LLC returns
Entity selection & S-Corp elections
Multi-state and franchise tax filings
We help business owners meet their federal and state filing obligations while keeping an eye on opportunities to reduce tax.
What we help with
C corporation returns (Form 1120)
S corporation returns (Form 1120-S) and shareholder K-1s
Partnership and multi-member LLC returns (Form 1065)
Sole proprietor and single-member LLC filings
Choosing the right entity type and S corporation elections
Sales tax, franchise tax and other state filings
Who it is for
Start-ups, small and mid-sized businesses, real estate investors and foreign-owned US companies.
What your engagement can include
01
Entity returns appropriate to the tax classification, including applicable owner schedules such as Schedule K-1.
02
A review list of book-to-tax adjustments, owner transactions and additional information-reporting questions.
03
An agreed calendar of filing and payment obligations, extensions and matters to carry into the next period.
The engagement sets out the applicable years, jurisdictions, forms and deliverables. Filing, payment and agency processing follow their respective requirements.
What to prepare
Year-end financial statements or bookkeeping records
Prior-year business tax return
EIN and formation documents
Payroll reports and 1099s issued
Details of asset purchases or sales
Not sure you have everything? We will send a personalized checklist after your consultation.
Does a filing extension also give me more time to pay?
Generally, no. An extension gives more time to submit the applicable return, while tax usually remains due by the original payment deadline. Prepare an estimate, account for payments already made and check federal and state requirements separately.
Does an LLC with no profit still need a tax review?
Yes. No profit does not resolve every filing obligation. Review the LLC’s tax classification, ownership, transactions, elections and relevant state requirements. Bring the formation documents, EIN confirmation, bank activity and any foreign-ownership information.
Do I need to review income if I did not receive a 1099?
Yes. A missing information form does not by itself remove the need to report taxable income. Reconcile payments with your records, including side work and platform activity, and identify missing or incorrect forms before preparing the return.
