Small Business (LLC / S-Corp / Partnership)
Small-Business Taxes Made Simple – Books and Returns in One Place
Whether you are an LLC or S-Corp, our bilingual team delivers accurate books and strategic tax filing—saving you time and money
Key Benefits
We have navigated every tax change since 1992
Entity-specific strategy
We optimize salary versus distribution, depreciation, and credits
Integrated bookkeeping
Monthly books, bank reconciliations, and real time P&L reports
Payroll and 941 compliance
Accurate with holdings, timely deposits, and W-2 issuance
IRS and state representation
We handle audits and correspondence so you do not have to
4 Easy Steps
Pick a Consultation Date
Reserve a time slot and complete the business info form.
Upload Financials
Provide prior-year returns, QuickBooks export, bank statements, and payroll reports.
Get Tailored Checklist
We request any additional documents such as asset list, shareholder basis, or 1099s.
Attend Strategy Session
Review books, sign returns, and receive a tax saving action plan for the year ahead.
Preliminary Checklist for Tax Preparation
Gather the essential documents to start your tax return. Requirements may vary depending on whether you’re an employee, self-employed, or own a business.
Government-issued photo ID for the taxpayer (and spouse, if applicable)
Social Security Number (SSN) or ITIN for the taxpayer
SSN or ITIN for spouse and dependents (if applicable)
W-2 form(s) from all employers for the tax year
1099-INT and/or 1099-DIV forms (if you have bank accounts or investments)
Bank information for direct deposit (routing and account number)
Copy of the prior year’s tax return (if available)
Closing Note for the Checklist
“These are the basic required documents to get started. Depending on your situation, additional documents may be requested during the review process.”
Government-issued photo ID for the taxpayer
Social Security Number (SSN) or ITIN
1099-NEC and/or 1099-MISC forms received
Annual summary of business income (if no 1099s were issued)
Annual summary of business expenses
Bank information for direct deposit
Copy of the prior year’s tax return (if available)
Closing Note for the Checklist
“These are the basic required documents to get started. Depending on your situation, additional documents may be requested during the review process.”
Government-issued photo ID of the responsible party or authorized signer
Business EIN
Business formation documents
(Articles of Organization / Articles of Incorporation)
(Articles of Organization / Articles of Incorporation)
Operating Agreement, Bylaws, or Partnership Agreement
Basic financial statements, including:
- Annual income summary
- Annual expense summary
- Annual income summary
- Annual expense summary
Business bank account information
Copy of the business prior year’s tax return (if available)
Closing Note for the Checklist
“These are the basic required documents to get started. Depending on your situation, additional documents may be requested during the review process.”
Our exhaustive service puts you in complete control, with everything conveniently organized in one place
Comprehensive Tax Preparation
We provide full-service tax preparation, ensuring every aspect of your business taxes is covered.
Audit Support
In the event of an audit, our experts are here to support you every step of the way, providing guidance and representation.
Tax Planning and Strategy
We offer strategic tax planning services to help you make informed decisions throughout the year, minimizing tax liabilities and maximizing your refund.
they saved a lot of time and even had some left over to leave us their gratitude
Frequently Asked Questions
What documents do I need to provide?
You will need to provide W-2 forms, 1099 forms, previous tax returns, receipts, and any other relevant financial documents.
How much does your service cost?
Our pricing is based on the complexity of your tax situation. We offer competitive rates and will provide a detailed quote after your initial consultation.
Can you help if I have past-due taxes?
Yes, we can assist with resolving past-due taxes and setting up payment plans if necessary.
Let’s make this your easiest tax season yet
book your free consultation today and file with confidence.