BUSINESS TAX PREPARATION
You run the business.
We’ll help with the taxes.
Bring your records and your questions. We’ll help you understand what’s needed and work through your return together.
BUSINESS TAX PREPARATION
A clear next step, whatever your business.
HOW IT WORKS
What working together looks like.
01
Tell us about your business.
Share a few details so we can understand your situation and agree on the work and fee.
02
Gather what matters.
We’ll guide you on the records and information to bring, and ask about anything missing.
03
Review it together.
We’ll prepare your return and walk through the results before you authorize filing.
BUILT FOR YOUR BUSINESS
Tax preparation for your business.
We work with the business types below. Not sure where yours fits? Tell us a little about it and we’ll help you get started.
Help with the company’s return and the tax information its shareholders need.
Help preparing the company’s return and understanding its tax results.
Help bringing the partnership’s return and each partner’s tax information together.
Help reporting your business income and expenses as part of your personal return.
05
LLCs
Help with the returns your LLC needs, based on how it’s taxed.
LLCs are served according to their tax classification. A change of entity or tax election requires its own review.
WHAT YOU’LL RECEIVE
Know what’s filed and what comes next.
You’ll receive copies of the returns and owner schedules included in our work, an explanation of the results, and clear next steps for filing, payments or follow-up items.
GETTING STARTED
Start with where you are.
You don’t need everything perfectly organized before getting in touch. Tell us about your business and the records you have, and we’ll help you identify the next step.
Our checklists are there if you’d like a head start. Use the one that fits your business.
- Your prior business return and any owner tax schedules
- Year-end income and expense records, or financial statements if available
- Payroll and owner payment records, if applicable
- Information about equipment, loans and ownership changes
A FEW COMMON QUESTIONS
Before we get started.
What if my bookkeeping isn’t up to date?
You can still reach out. We’ll review what’s available and explain what needs to be organized or corrected. If bookkeeping cleanup is needed, we’ll discuss that work and any separate fee before proceeding.
Is my personal tax return included?
We can help with both your business and personal returns. We’ll confirm which returns are included and explain the fee before starting. If you also want tax planning, we’ll discuss that separately.
How are business tax preparation fees determined?
The fee depends on the business, the returns involved and the condition of your records. We’ll explain the proposed work and fee before you decide to move forward.
LET’S TALK