Small business tax preparation with year-round perspective

Preparation for the way your business is taxed

The legal structure of a business does not always tell the whole tax story. A sole proprietorship may be reported with an individual return, while an LLC may be taxed as a disregarded entity, partnership, S corporation, or corporation. We start with the entity’s actual tax treatment and filing obligations.

Business returns and reporting

• Sole proprietor and self-employed activity
• Single-member and multi-member LLCs
• Partnership returns and partner reporting
• S corporation returns and shareholder reporting
• Corporate income tax returns
• Estimated payment and extension planning
• Coordination with payroll and bookkeeping records

Records that support an accurate return

Complete bookkeeping makes tax preparation more efficient. Typical records include a profit-and-loss statement, balance sheet, bank and credit-card reconciliations, payroll reports, contractor payments, fixed-asset purchases, loan activity, and owner contributions or distributions.

More than a once-a-year handoff

Tax decisions are often made before the return is prepared. Planning conversations can address estimated payments, entity changes, equipment purchases, payroll coordination, and recordkeeping improvements while there is still time to act.

Entity-specific support