Tax Preparation
Federal and California business returns for sole proprietors, LLCs, partnerships, and S corporations, coordinated with your personal return, bookkeeping, and estimated taxes.
Request Free ConsultationDepending on your situation, we may also review bookkeeping, payroll, estimated taxes, entity structure, and owner compensation so the business return connects properly with your full tax picture.
We learn about your business, entity type, payroll situation, and how it connects to your personal return.
We explain what's needed, what documents to gather, and how pricing will be determined.
You upload books, bank statements, payroll reports, and prior returns through the secure portal.
We prepare the federal and California business return, review owner compensation when applicable, and coordinate K-1s to your personal return.
We review results with you, explain balances or refunds, and guide you on e-filing, payment options, or next-year planning.
Pricing depends on the type of service, filing complexity, number of income sources, number of states, business activity, bookkeeping condition, payroll needs, and whether prior-year or amended filings are involved. During the consultation, we review your situation and provide clear pricing before work begins.
A Schedule C with clean books is very different from a multi-member LLC or S corporation with payroll, multiple states, and several K-1s. We price based on the actual work required.
We prepare Schedule C business activity, Form 1065 partnership returns, Form 1120-S S-corporation returns, and applicable California filings. An LLC’s forms depend on its tax classification and activity: not every LLC files Form 1065 or Schedule C. California Form 568 generally applies to LLCs taxed as partnerships or disregarded entities; S corporations use Form 100S.
Yes. As part of preparing an S-corp return, we review owner W-2 compensation versus distributions, look at the work being performed, and flag if the salary appears unreasonably low for the role.
Yes. We can complete catch-up or clean-up bookkeeping first, then prepare the business return from a clean set of books. Many of our business clients combine both services.
Yes. K-1s from pass-through entities flow directly to your personal return, and we prepare both together so the numbers line up and estimated taxes are planned correctly.
Yes. We review the applicable $800 annual LLC tax or corporate minimum tax, first-year exceptions, and the separate LLC fee beginning at $250,000 of California-attributable total income. For S corporations, the general 1.5% California tax is subject to an $800 minimum where applicable; the minimum is not added on top of the percentage tax.
Other services that may help:
Request a free consultation and we'll walk through your situation and next steps.