Tax Services
Business tax preparation, with the planning done before December
Federal, state, and multi-state filings, prepared and reviewed by licensed CPAs. The planning work happens in Q3 and Q4, covering entity structure, timing, estimated payments, and the credits your industry qualifies for. The same team keeps your books, so the return is built from records we already know.
What changes
Four moments that look different when the planning happens before December.
The return is filed.
The number is a surprise, and by the time you see it every decision that produced it is a year old and unchangeable.
You knew the range in October, because the decisions that set it were made with someone in the room.
You buy equipment in November.
Nobody asks about it until March, and the depreciation election that would have helped is no longer available.
Timing and the depreciation treatment get discussed before the purchase, when the choice is still yours to make.
An IRS notice arrives.
You read it three times, look up the code section, and put it back in the envelope for a week.
You forward it. We respond, and you hear what it says in plain terms and what happens next.
You start selling into another state.
You find out about nexus after the threshold was crossed, along with the penalties for the periods you missed.
Nexus is reviewed as it approaches, and the registration happens before the obligation does.
How the year runs
Most of what determines a tax bill is decided before December: entity structure, how income and expense are timed, what gets capitalized, and what estimates were paid. We do that work through the year and treat the filing as the last step rather than the first conversation.
Because the same team keeps your books, the return is built from records we have been reviewing monthly. There is no reconstruction period in March and no list of questions about transactions from ten months ago.
What we handle
- Business returnsFederal, state, and multi-state, including nexus analysis for businesses operating across state lines.
- Owner returns, coordinatedPrepared alongside the business return so the two are planned together rather than in sequence by two people who never speak.
- Entity structureS corp, LLC, and C corp analysis, including reasonable compensation for S corp owners and the payroll implications that follow.
- Credits and deductionsR&D credit, work opportunity credit, energy credits, Section 179, and bonus depreciation, with the documentation to support each one.
- Notices and representationIRS and state notices, payment plans, penalty abatement, and audit representation.
Other services
Bring three months of statements.
Thirty minutes with a licensed CPA. We go through what you have and tell you the first thing we would change, whether or not you engage us.
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