BUSINESS TAX / PARTNERSHIPS
Several owners.
One organized filing process.
Partnership taxes depend on good business records and the right information for each partner. We’ll help you bring them together and prepare the work you’ve agreed with us.
HOW WE CAN HELP
What the work covers.
- Partnership return preparation and agreed partner schedules
- Open-item review with attention to ownership information
- A coordinated delivery plan for partner reporting
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.
- Prior partnership return and partner schedules
- Partnership agreement and ownership changes
- Financial statements and partner capital records
- Contributions, distributions, debt and asset information
Use this list to start gathering your records. Contact us for secure sharing instructions before sending sensitive documents.
PRICING FACTORS
What affects your fee?
Number of partners, ownership changes, allocations, states, transactions and condition of records.
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 · Partnerships ↗
PREPARE FOR THIS SERVICE
Partnership Tax Preparation Checklist
39 practical prompts covering the records and questions to organize. Mark what is ready, missing or not applicable.
LET’S TALK