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Business Tax Preparation
All Business Clients Receive​
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Client portal (for secure document uploads & review)
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E-File
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​Document review and retention
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​Compliance checks
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​Full email and phone support
Additional Fees:​
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Attachments
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Schedules​
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Forms
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1099 Filings
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K-1's (multiple)
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State Returns (multiple)
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Individual Returns
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Bookkeeping Services
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Post preparation changes, updates or adjustments
Starting at $300
Single Member LLC
Includes:
1040
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Schedule C​
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​Schedule SE
Starting at $575
Partnerships
Includes:
1065
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Schedule D
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Schedule ​K (K-1's)
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​Schedule L
Starting at $625
S-Corps
Includes:
1120 S
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Schedule D
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Schedule K (K-1's)​
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​Schedule L
Starting at $700
C-Corps
Includes:
1120​
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Schedule C​
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Schedule D​
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Schedule J​
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​Schedule K
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Schedule L
What to expect
Onboarding
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Collect business information
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Engagement letter & agreement
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Supporting document checklist & collection
Quick Review
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Identify any missing information
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Determine if a catchup or cleanup is required
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Ensure books are clean and tax ready
Tax Calculation & Preparation
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Determine tax obligation
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Apply deductions and credits
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Prepare tax forms
Review & Compliance Check
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Internal review
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Client review
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Signatures & authorization
Filing & Payment
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E-File returns
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Confirm acceptance​
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