Businesses
Business tax services
Practical tax preparation and consulting for owners and leadership teams who want accurate filings, a clear understanding of their obligations, and fewer surprises at tax time, in any state.
Who we serve
Businesses of many shapes
Your tax obligations depend on how your business is structured and what it does. We start there.
Sole proprietors & freelancers
Reporting business income and expenses with your individual return, plus guidance on estimated taxes and record keeping.
Single-member & multi-member LLCs
Help understanding how your LLC is taxed and what that means for your filings and payments.
Partnerships
Preparation of partnership returns and owner reporting, with attention to how income and deductions flow through to each partner.
S corporations & C corporations
Preparation of corporate returns and consultation on owner compensation and related reporting considerations.
What we help with
Areas of support
Scope is confirmed during your consultation so you know exactly what is included.
Business tax return preparation
Preparation of federal returns appropriate to your entity type, using your records and with a careful review before filing.
Entity & structure consultation
A discussion of how your business is classified for tax purposes and what to consider when starting, changing, or growing your business.
Income & expense organization
Guidance on what to track, how to categorize it, and what records to keep, so your return reflects your business accurately.
Estimated tax planning
Help estimating quarterly payments so tax time is predictable rather than a surprise.
Payroll & contractor reporting
Guidance on reporting wages and payments to contractors, including common year-end forms such as W-2 and 1099.
State & local obligations
State and local tax requirements vary widely, including income, franchise, and sales and use taxes. For example, Texas has no state individual income tax but has a franchise tax for many businesses. We help you identify what applies where you operate.
Company consulting
Advisory support for companies on tax considerations tied to growth, new lines of business, hiring, expansion into new states, and major transactions. Scope is confirmed in your consultation.
Government contracting support
If you are exploring work with government customers, we can help you think through readiness and compliance. Learn more →
Preparation
What to bring
Organized records make for an accurate, efficient engagement.
Business information
- Business name, entity type, and EIN
- Formation documents or operating agreement, if available
- Prior-year business tax returns
- Ownership percentages and owner information
Financial records
- Profit and loss statement and balance sheet, or bookkeeping records
- Bank and credit card statements
- Payroll reports and forms, and contractor payment records
- Asset purchase and sale records
- Mileage, home office, and other deduction support
- Any tax notices received
General information only. The content on this page is educational and does not constitute tax, legal, or financial advice. Tax outcomes depend on your individual facts, and we do not guarantee refunds, savings, or any particular result.
How it works
Our process
Reach out
Email us a short summary of your situation: whether you are an individual or a business, what you need help with, and whether you prefer to meet in person or virtually.
Consultation
We discuss your circumstances, answer your questions, and explain what is involved, including which documents we will need and how we will exchange them securely.
Preparation & review
We prepare your return or complete your engagement with careful attention to detail, then review the work for accuracy and completeness before anything is filed.
Walkthrough & filing
We walk you through the results in plain language, answer your questions, and file once you have reviewed and approved the work.
Questions
Business tax FAQ
Does my business owe state taxes?
It depends on your entity type, revenue, activities, and the states where you operate. We review your situation and point you to what applies.
I started my business this year. What should I do first?
Keep business and personal finances separate, track income and expenses from day one, and schedule a consultation early so we can discuss your structure and estimated payments.
Can you help me choose between an LLC and an S corporation?
We can walk through the tax considerations with you. Entity decisions also involve legal and financial factors, so we may recommend you consult an attorney as well.
Do you do bookkeeping?
Please ask during your consultation. We will confirm exactly which services are included so there is no confusion about scope.
Is my business information kept confidential?
Yes. We treat your financial information with care and arrange secure document exchange rather than requesting records over regular email.
Ready to talk?
Tell us about your situation by email and we will follow up to schedule a consultation, in person or virtually. Your first conversation is about understanding what you need.