Business Tax Preparation
A practical starting point
Are your business books ready for a tax return?
Business tax preparation depends on more than the year-end profit figure. Owner contributions and distributions, loan principal, equipment purchases, inventory, and payroll need to agree with the underlying records. An unexplained balance can affect both the business return and the owner's individual filing.
We review the entity's filing history and current books, identify cleanup work, and coordinate information that owners need for their returns. If the company has activity in multiple states or changed ownership, those facts are scoped explicitly. Bookkeeping corrections and tax preparation should have clear responsibilities rather than being treated as the same task.
What to agree before work begins
Agree on the entity, tax year, states, supporting schedules, and information needed from owners. Track remaining questions before the return is released for approval.
Services we can include
The engagement letter confirms the work, reporting periods, responsibilities, and fee. Select the support you need rather than assuming every item is part of one package.
- S-Corporation (1120-S), Partnership (1065), and C-Corp (1120) returns
- Single-member and multi-member LLC filings
- Schedule K-1 preparation for owners and partners
- Depreciation, Section 179, and asset planning
- Multi-state nexus and apportionment
Common questions
Should my LLC elect S-Corp status?
It depends on your profit, payroll, and goals. We'll model the trade-offs for your situation, see our LLC vs. S-Corp guide in Resources.
Do you handle both my business and personal returns?
Yes, and we recommend it, coordinating both is where most of the tax savings happen.
Related tax services
Individual Tax Preparation
Tax Planning
IRS Notice & Audit Support
Let's discuss the work you need.
Tell us about your situation, the records you have, and any deadlines. We will discuss the right scope and next steps before an engagement begins.