Entity returns and year-round tax work for LLCs, partnerships, S-corps, and C-corps. Federal, state, and local returns prepared end-to-end — plus the planning conversations that actually lower the bill.
Form 1065 for partnerships and multi-member LLCs, Form 1120-S for S-corps, Form 1120 for C-corps, and Schedule C for single-member LLCs and sole proprietors. Every required schedule, partner / shareholder K-1, depreciation rollforward, and basis tracking included.
We file federal returns plus every state and city return your entity has nexus in. If you've sold across state lines, hired remote employees, or expanded into a new market, we review your nexus footprint and file accordingly.
Considering an S-corp election to reduce self-employment tax? We model the actual savings net of payroll, accounting, and the additional return — and decline to recommend it when the math doesn't support it. For existing S-corps, we calculate reasonable compensation defensibly so distributions hold up under scrutiny.
Federal and state estimates based on current-year projections, not last year's numbers. We calculate, send reminders before each deadline (April, June, September, January), and track safe-harbor coverage so underpayment penalties don't surprise you in April.
We prepare 1099-NEC and 1099-MISC for your contractors, plus the corresponding 1096 transmittal and state filings. If you have employees, we coordinate with your payroll provider on year-end W-2 and W-3 reporting.
Solo 401(k), SEP-IRA, SIMPLE, and traditional plans for owners — modeled across entity types so contributions land where they save the most tax. Health insurance, accountable plans, and home-office reimbursements all evaluated for owners and key employees.
Starting fresh, considering a restructure, or adding members? We model the federal and state tax impact of LLC vs. S-corp vs. C-corp options before you commit, and coordinate with your attorney for the actual formation.
Each fall we review estimated current-year results, identify last-minute moves (equipment purchases, retirement contributions, accelerated or deferred income), and project the April liability so there are no surprises.
Flat-fee for the entity return, quoted upfront based on entity type, schedules, multi-state work, and bookkeeping condition. Year-round advisory and tax planning are scoped separately as a small monthly retainer for owners who want continuous support — usually paid back several times over in tax savings.
Book a free 15-minute consultation. No obligation, no sales pitch — just a clear next step