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Businesses

Business tax preparation and year-round awareness.

The return follows the record. We prepare federal and state business filings, and we raise the questions — timing, documentation and what changed in the law — worth addressing before the year closes.

Returns we prepare

Filings by business type.

  1. 01

    Sole proprietors and single-member LLCs

    Schedule C preparation with self-employment tax review, the qualified business income deduction, and a clear line between business and personal activity.
  2. 02

    S corporations

    Form 1120-S preparation, shareholder basis tracking, and coordination of payroll records with distributions reported for the year.
  3. 03

    C corporations

    Form 1120 preparation, fixed asset and depreciation scheduling, accrual considerations, and reporting of owner compensation and benefits.
  4. 04

    Prior-year and correspondence

    Unfiled or amended business returns, reconstruction of records, and organized responses to federal and state notices.

Year-round awareness

Questions worth addressing before the year closes.

  1. 05

    Questions worth raising

    Topics your current structure and activity may make worth discussing with a tax professional before the year closes.
  2. 06

    Owner compensation records

    Keeping payroll and distribution records organized and consistent with what the return will report.
  3. 07

    Timing and method

    Cash versus accrual, fixed asset elections, and the timing of income and expense recognition around a strong or weak year.
  4. 08

    Substantiation standards

    What records a deduction requires, agreed before the expense is incurred — mileage logs, accountable plans, contemporaneous documentation.

Clean books first

Tax strategy is only as good as the record beneath it.

Businesses that engage us for bookkeeping arrive at tax season with reconciled accounts and financial statements that need no reconstruction.

This page describes general service categories and educational information. It is not tax advice. Any tax outcome depends on your complete facts and applicable law, and is addressed only after a review of your specific circumstances.