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Tax · A defined engagement

Small-business taxes

Small-business tax preparation connects the filing work to the records behind your business. We begin with how the business is taxed and whether the books provide a usable starting point.

Explore the details

What the work includes

A useful result,
clearly defined.

These are the deliverables to discuss when agreeing on your scope.

  1. 01

    A filing-scope review

    Review of the prior return, ownership information, and the business’s established tax treatment.

  2. 02

    A books-to-return handoff

    A list of required reports, supporting records, and questions that affect preparation.

  3. 03

    Preparation with a review point

    Preparation within the agreed scope, an explanation of open items, and review before authorized filing.

When it fits

Does this sound familiar?

  • You need to connect business records with tax preparation.
  • You want clarity on which records are ready and which need work.
  • You need a coordinated handoff between bookkeeping and the return.

A useful distinction

Start with how the business is taxed.

A business name or an LLC label alone does not identify its federal tax classification. We confirm the existing treatment and filing history before scoping the return.

Owner-level business activity
Review the self-employed service when the business activity belongs with a personal return.
Entity return
Review entity preparation when a partnership or corporation return needs to be scoped.

Prepare for the conversation

The records behind the work.

  • Prior business and relevant owner returns
  • Current profit and loss statement and balance sheet
  • Ownership and existing election records
  • Supporting details for assets, loans, and owner activity

Gather these for an agreed secure handoff. Do not send sensitive documents through this website.

How it moves forward

  1. 01

    Identify the return

    Confirm the business’s established treatment and the year involved.

  2. 02

    Check the records

    Separate preparation-ready information from bookkeeping work still needed.

  3. 03

    Prepare and review

    Complete the agreed preparation and explain the return before authorization.

Before we begin

A few useful answers.

Do I need to use your bookkeeping service?

No. We can discuss preparation from records produced elsewhere. Their completeness and condition help determine the scope.

Does being an LLC determine which return I need?

No. Ownership and elections can affect an LLC’s federal tax classification. We review existing records rather than assuming the return from the LLC label.

Connected services

Keep the whole picture in view.

Business entity tax preparationPreparation shaped around how your business is structured.Self-employed taxesMake sense of business income, expenses, and filing requirements.Monthly bookkeepingReconciled accounts, organized transactions, and a clear monthly picture.

The next conversation

Start with your situation.

Identify the records, the periods, and the question you want to answer. We can then discuss a scope and fee.

Online scheduling is being prepared. No appointment is booked through this page.

Find your starting point Consultation availability

Information on this website is general and is not tax advice. Tax advice is provided only after an engagement is signed. Outcomes depend on your individual circumstances.