Business Tax Returns

We help small business owners prepare accurate and timely tax returns while understanding how the business return affects the owner’s personal tax situation.

Our office works with sole proprietors, LLCs, and S-Corporations, including preparation of Form 1120-S returns and supplemental schedules on Form 1040 returns.

We review income, expenses, bookkeeping records, owner transactions, payroll, depreciation, and other tax items that may affect the return. Our goal is to help business owners stay compliant, organized, and better prepared for the year ahead. 

Corporation and partnership returns require careful attention to more than just profit and loss.

We prepare Form 1120 returns, including all necessary calculations, accounting, and support work. We assist in stock dividend calculation and disbursement, as well as ownership valuations. 

We also prepare Form 1065 returns, including all necessary calculations, accounting, and support work. We assist in shareholder, owner, and partnership distribution. 

We work with business owners to help them understand how the business return connects to their individual tax return. These returns often require deeper review, and our CPA-led approach helps reduce errors and improve tax-season organization. 

Receiving an IRS notice or falling behind on tax filings can be stressful, but the issue is usually easier to handle when addressed with a professional tax representative.

We help clients review IRS and state tax notices, identify what the notice is requesting, compare it to the filed return or available records, and determine the appropriate next steps. We also assist with prior-year tax returns, missing filings, penalty questions, income matching notices, and balance-due situations. Our approach is practical and organized so clients understand the issue and have a plan for resolving it.