The problem
Small business owners often run everything themselves, and the books get attention last. When filing season arrives, income and expenses are spread across bank statements, card statements and receipts, and the deadline for partnerships and S-corps comes a month earlier than individual returns.
Filing late or with incomplete records can mean penalties, missed deductions, and K-1s that don't reach owners in time to file their own returns.
Who this is for
- Sole proprietors and single-member LLCs filing Schedule C
- Multi-member LLCs and partnerships filing Form 1065
- S-corporations filing Form 1120-S
- New business owners filing a business return for the first time
How we help
We start by reviewing your books or bank records and flagging anything that needs a closer look — personal expenses mixed with business, missing income, or assets that should be depreciated rather than expensed.
Then we prepare the business return, issue K-1s to owners where required, and coordinate with your personal return so the two agree. Every return is reviewed by a PTIN-registered preparer before it's filed, and you get a complete copy for your records.
What the process looks like
- 01
Share your records
Bank statements, bookkeeping files, prior returns and formation documents.
- 02
Records review
We identify gaps and questions before building the return.
- 03
Preparation and review
The return is prepared, then reviewed internally before it goes to you.
- 04
Sign and file
You approve and sign, we e-file, and K-1s go to each owner.
Frequently asked questions
When are partnership and S-corp returns due?
For calendar-year businesses, Forms 1065 and 1120-S are generally due March 15, a month before individual returns. Extensions are available, but they extend the time to file, not to pay any tax owed at the owner level.
My books aren't organized. Can you still help?
Yes. Tell us what you have. We'll work from bank and card statements if needed and let you know what else would make the return more accurate.
Do you also prepare the owners' personal returns?
Yes. Many clients have us prepare both so the business and personal returns line up.