Tax support for the business you’re building.
Return preparation and compliance support for corporations and partnerships, with your books, estimated payments, owner activity, and business structure considered together. Multi-state obligations are included when they apply to your engagement.
Your business, in the details.
The engagement begins by understanding the entity, filing history, accounting records, ownership activity, jurisdictions, and any known issues—not by treating the return as a disconnected form.
Common Situations
- C corporation return preparation (Form 1120)
- S corporation return preparation (Form 1120-S)
- Partnership return preparation (Form 1065)
- Shareholder or partner activity affecting the return
- Estimated business tax payment considerations
- Multi-state income or filing obligations
- Book-to-tax adjustments and year-end questions
- Coordination with business bookkeeping or accounting support
What your engagement can include.
Accepted forms and jurisdictions are confirmed during scoping. Additional filings are included only when specifically identified in the engagement.
Federal Return Preparation
Preparation of the accepted corporation or partnership federal income tax return based on the accounting records and supporting information provided.
State Return Preparation
Preparation of agreed state business returns where filing requirements are identified and included within scope.
Owner Reporting
Preparation and coordination of applicable owner tax reporting, such as accepted Schedules K-1, within the business return engagement.
Year-End Adjustments
Identification and discussion of book-to-tax or year-end accounting items that must be resolved for return preparation.
Estimated Tax Considerations
Review of prospective payment needs and relevant dates based on the completed return and information available.
Filing Explanation
A clear review of key results, payment responsibilities, owner-level follow-through, and issues to address before the next filing cycle.
From records to a prepared return.
The amount of cleanup required, the quality of records, and the entity's filing history directly affect scope and timing.
Entity and Filing Review
Confirm the entity type, filing year, jurisdictions, ownership, prior filings, deadlines, and condition of the books.
Accounting and Tax Work
Resolve record questions, prepare necessary tax workpapers and returns, and identify items requiring owner input.
Delivery and Forward Items
Complete filing steps, explain material results, and identify estimates, recordkeeping, or planning items for the next period.
Connect your books and your plans.
Let’s talk business tax.
Share the entity type, tax year, jurisdictions, filing deadline, and current condition of the accounting records.