Business

Business returns.

Entity returns and year-end reporting for the small businesses we already serve, and for new business clients coming in.

What we prepare

—Entity returns for the business forms we handle
—Owner K-1s and pass-through reporting
—1099 preparation for contractors your business paid
—Payroll year-end (W-2 and W-3)
—Prior-year cleanup when a return was missed or filed incorrectly

Which specific entity return types we prepare is being confirmed with the firm.

What we ask you for

—Prior-year business return, if you are new to us
—Year-end profit-and-loss and balance sheet
—Payroll summary for the year
—Contractor 1099 summaries and W-9s on file
—Any notices from the IRS or your state agency

How we work with your bookkeeper

If you have one, we work with them directly. If you do not, we can point you toward what a clean set of year-end books looks like. Bookkeeping itself is not a service we currently sell.

New business client?

Reach out and we will scope the return before you commit to anything.

Contact the office

Specific entity return types the practice handles: business return types. Confirmed on engagement.