OUR SERVICES
Tax Preparation & Compliance
Accurate, on-time federal and state returns for businesses and their owners, prepared and reviewed by CPAs. That means no missed deadlines, no penalties and no surprises.
What Is Tax Preparation and Compliance?
And who needs it.
Tax preparation and compliance means preparing and filing every federal, state and local return your business and its owners are required to file, accurately and on time. It also covers the filings in between: extensions, estimated payments, information returns and responses to tax notices.
Every return we prepare is reviewed by a CPA before it's filed. We reconcile the return to your financial records, apply the elections and deductions you're entitled to, and keep supporting documentation organized in case of an IRS or state inquiry.
Done well, compliance is invisible. Deadlines are met, penalties and interest are avoided, and you always have a clear record of what was filed and why.
Every return we prepare is reviewed by a CPA before it's filed. We reconcile the return to your financial records, apply the elections and deductions you're entitled to, and keep supporting documentation organized in case of an IRS or state inquiry.
Done well, compliance is invisible. Deadlines are met, penalties and interest are avoided, and you always have a clear record of what was filed and why.
Who needs it:
Corporations and Partnerships: C corporations, S corporations, partnerships and multi-member LLCs filing Forms 1120, 1120-S or 1065, along with the K-1s their owners need for personal returns.
Business Owners: individuals whose returns include business income, K-1s, rental properties or multi-state income, and who need their personal and business filings coordinated.
Businesses Operating in Multiple States: companies with employees, sales or property in more than one state that must manage state income tax, franchise tax and nexus obligations.
Businesses Behind on Filings or Facing Notices: companies with unfiled prior-year returns, IRS or state notices, or amended returns that need to be resolved and brought current.
Common Tax Compliance Issues
The problems we see most often. Nearly all of them can be prevented with a reliable filing process.
Partnerships and S corporations face monthly penalties for each owner when returns are filed late, even if no tax is owed. We track every federal and state deadline, file extensions when needed and make sure returns go out on time.
When returns aren't reconciled to the financial statements, errors in income, deductions or balance sheet figures go unnoticed until the IRS or a lender asks. We tie every return to your books before filing.
Forms 1099, K-1s and payroll filings are easy to overlook but carry their own penalties and delay owners' personal returns. We identify every required information return and file it on schedule.
Businesses with remote employees, out-of-state sales or property often have filing obligations in states they never registered in. We review where you have nexus and keep you compliant in every state where you're required to file.
Our Tax Preparation and Compliance Services
CPA-prepared and reviewed returns for businesses and their owners, filed accurately and on time, every year.
Tax Preparation vs. Tax Planning
Our Tax Preparation Process
Most returns are completed within 2 to 4 weeks of receiving your complete documents, well ahead of the filing deadline.
Discovery call
We learn about your business, entity type, owners and the states where you operate, and we review any prior-year issues or open tax notices.
Fixed-fee proposal and engagement letter
You receive a clear list of the returns we'll prepare and a fixed fee before any work begins.
Document request and organizer
We send one clear document request list tailored to your business, covering financial statements, payroll reports, 1099s, asset purchases and owner information, with a secure portal for uploads.
Preparation and CPA review
We reconcile the return to your books, prepare federal and state filings, and have a CPA review every return. We then walk you through the results and any balance due before filing.
Filing and year-round suppor
We e-file your returns, deliver K-1s to owners, set up next year's estimated payments, and handle any IRS or state notices that come up during the year
Frequently Asked Questions
We charge a fixed fee based on your entity type, the number of returns and states involved, and the complexity of your activity. You'll know the exact fee before any work begins, with no hourly billing or surprise invoices.
For calendar-year businesses, partnership and S corporation returns are due March 15, and C corporation and individual returns are due April 15. Extensions push filing to September 15 for partnerships and S corporations and October 15 for C corporations and individuals, but any tax owed is still due by the original deadline. Forms 1099-NEC are due to recipients and the IRS by January 31.
Yes. We prepare state income, franchise and composite returns in every state where you're required to file. We also review whether your employees, sales or property create filing obligations in new states.
We can help you get current. We'll identify which returns are missing, prepare them, and work to minimize penalties and interest, including requesting penalty abatement where you qualify.
Yes. If a prior return contained an error, missed a deduction or needs to reflect corrected information such as a revised K-1, we prepare and file the amended federal and state returns.
Send it to us as soon as it arrives. We review the notice, determine whether it's correct, prepare the response with supporting documentation and handle communication with the agency on your behalf.
File Accurately. File On Time.
Tell us about your business and the returns you need. We'll confirm your filing requirements and send a fixed-fee proposal at no cost.