Business tax returns
Your business return and your personal return, prepared by the same team, so the numbers agree with each other and with the IRS.
What this service is — and why it matters
A business return isn’t a stand-alone form. The K-1 from your S corporation or partnership flows onto your personal return, your salary has to match payroll filings, and distributions have to reconcile to your basis. When different people prepare different pieces, those connections break.
We prepare your entity return and your personal return together. We reconcile the books to the return, keep the depreciation and basis schedules current, and make sure every K-1 lands correctly on each owner’s return.
Business returns for S corporations and partnerships are due a month before individual returns. We manage that calendar, including extensions, so a late K-1 never holds up your own filing.
Everything we handle for you
One named preparer, a second-preparer review, and year-round answers to your questions.
Entity returns
S corporation (Form 1120-S) and partnership (Form 1065) returns with K-1s for every owner, plus state entity-level returns and franchise filings where required.
Books-to-return reconciliation
We reconcile your trial balance to the return and flag any year-end adjustments before filing, so the return reflects what actually happened.
Depreciation and fixed assets
Asset schedules maintained year to year, including elections for new purchases and the treatment of anything sold or retired.
Basis and distribution tracking
Owner basis schedules kept current, so distributions and losses are reported correctly and you can see where you stand.
Coordinated personal return
Your personal return is prepared by the same team, so the K-1, wages and distributions tie out.
Multi-state apportionment
If you operate in several states, we determine where you have filing obligations and apportion income accordingly.
Want to know what this would cost for you? We’ll give you a fixed quote after a free 30-minute review.
Book a reviewThis is a good fit if…
Best for: owners with an S corp, partnership or practice entity.
- You own an S corporation, partnership or multi-member LLC
- Your books are done, but no one ties them to the return
- You have partners who need accurate K-1s on time
- You’ve bought equipment, vehicles or property for the business
- You operate or have employees in more than one state
- Your current preparer only sees the business side, not your personal return
Four steps, start to finish
- Step 1
Free review
We look at last year’s entity and personal returns and your books, then send a fixed quote.
- Step 2
Year-end close
You (or your bookkeeper) close the books; we send a list of any adjustments we need.
- Step 3
Prepare and review
We prepare the entity return, a second preparer reviews it, and K-1s go out to all owners.
- Step 4
Personal return follows
Your personal return is prepared from the final K-1, so everything agrees.
What we’ll ask you for
Don’t have everything? That’s normal. Bring what you have to the review and we’ll tell you what else we need — and we can pull much of it from the IRS directly.
- Prior-year business and personal returns
- Year-end balance sheet and profit and loss (or accounting file access)
- Payroll reports, including owner wages
- Loan statements and asset purchase or sale records
- Ownership changes and capital contributions during the year
- State registration details for anywhere you operate
Flat fee, quoted up front
No hourly meter. After your free review we send a fixed quote, and we tell you before doing any work outside it.
Or compare our all-in-one plans →S corporation or partnership return with K-1s. Multi-state operations and several owners are quoted after your review.
Book a free reviewCommon questions
When are business returns due?
Calendar-year S corporation and partnership returns are generally due March 15, a month before individual returns. We file extensions when needed, but aim to get K-1s to owners early enough for them to file on time.
Do you need my books to be perfect?
No. We need them to be complete. If they’re behind or messy, we can clean them up as a catch-up project first, and we’ll quote that separately after reviewing them.
Can you take over from my current preparer mid-stream?
Yes. We’ll request prior-year returns and schedules, review them for carryovers and elections, and flag anything that needs correcting.
Do you prepare C corporation returns?
Our focus is pass-through entities — S corporations, partnerships and LLCs — and their owners. Ask on your free review and we’ll tell you honestly whether we’re the right fit.
Read up first
The S corp election: when it pays, and when it doesn’t
An S corp can cut self-employment tax on profit above a fair salary, but it adds payroll, filings, and cost. Here’s how to tell if it pays.
Sep 12, 2026 · 6 min readReasonable salary for S corp owners: how to set it and defend it
The IRS expects S corp owners who work in the business to pay themselves fairly. Here’s how to pick a number you can support if asked.
Aug 19, 2026 · 6 min readThe 20% QBI deduction: who gets it, and why high earners often don’t
The pass-through deduction is now permanent, with wider phase-ins for 2026. Here’s how it works, where physicians and consultants lose it, and how S corp salary fits in.
Sep 28, 2026 · 6 min readOne firm for all of it
Talk it through with a preparer
A free 30-minute review with a CPA or enrolled agent. We look at your last return and what’s changed, answer your questions, and send a fixed quote. No obligation.