BUSINESS TAX / S CORPORATIONS
Your S corporation.
Your questions, answered.
Payroll, distributions and shareholder records can leave a lot to keep track of. We’ll help prepare your S corporation return and work through how it connects to the owners’ reporting.
HOW WE CAN HELP
What the work covers.
- Business-return preparation and agreed shareholder schedules
- A review of open record and reconciliation questions
- Owner-level follow-up items and filing coordination
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.
- Year-end financial statements and prior returns
- Shareholder ownership and changes during the year
- Payroll, distributions, contributions and loan records
- Fixed-asset purchases and estimated-payment 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?
Shareholder count, states, payroll questions, asset activity 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 · S corporations ↗
PREPARE FOR THIS SERVICE
S Corporation Tax Preparation Checklist
38 practical prompts covering the records and questions to organize. Mark what is ready, missing or not applicable.
LET’S TALK