BUSINESS TAX / LLCS
Have an LLC?
Start with how it’s taxed.
An LLC can have different tax filing requirements depending on its classification. Tell us about your business, and we’ll confirm the returns and records you need.
HOW WE CAN HELP
What the work covers.
- A preparation scope matched to the LLC’s tax classification
- A tailored record request for the applicable return
- Coordination of entity and owner reporting where relevant
Your proposal lists the federal and state work included. We’ll separately agree on any planning, bookkeeping cleanup or owners’ personal returns.
BEFORE WE BEGIN
Records to organize.
- Formation documents and operating agreement
- Prior returns and any tax-election confirmations
- Member information and ownership changes
- Financial statements, payroll and owner transaction records
Use this list to start gathering your records. Contact us for secure sharing instructions before sending sensitive documents.
PRICING FACTORS
What affects your fee?
Tax classification, members, states, transactions, payroll and record readiness.
You’ll know what we’ll do and what it costs before we start. If more work is needed, we’ll discuss it with you first.
Have questions beyond the return?
Wondering about cash, profits or an upcoming decision? We can discuss a focused business review or regular check-ins alongside your tax preparation.
Official background: IRS · LLCs ↗
PREPARE FOR THIS SERVICE
LLC Classification & Preparation Checklist
32 practical prompts covering the records and questions to organize. Mark what is ready, missing or not applicable.
LET’S TALK