Small Business (LLC / S-Corp / Partnership)
Small-Business Taxes Made Simple - Payroll, Books, and Returns in One Place
Whether you are an LLC or S-Corp, our bilingual team delivers accurate books, compliant payroll, and strategic tax filing - saving you time and money.
Key Benefits
We have navigated every tax change since 1996
Entity-specific strategy
We optimize salary versus distribution, depreciation, and credits
Integrated bookkeeping
Monthly books, bank reconciliations, and real time P&L reports
Payroll and 941 compliance
Accurate with holdings, timely deposits, and W-2 issuance
IRS and state representation
We handle audits and correspondence so you do not have to
4 Easy Steps
Pick a Consultation Date
Reserve a time slot and complete the business info form.
Upload Financials
Provide prior-year returns, QuickBooks export, bank statements, and payroll reports.
Get Tailored Checklist
We request any additional documents such as asset list, shareholder basis, or 1099s.
Attend Strategy Session
Review books, sign returns, and receive a tax saving action plan for the year ahead.
Preliminary Checklist for Tax Preparation
Gather the essential documents to start your tax return. Requirements may vary depending on whether you’re an employee, self-employed, or own a business.
Income Documents
W-2 forms (from all employers for the year)
1099-INT, 1099-DIV forms (interest and dividends)
1099-G forms (unemployment, state refunds)
SSA-1099 forms (Social Security, if applicable)
Personal Information
Government-issued photo ID (taxpayer and spouse)
Social Security Number or ITIN for all household members
SSA-1099 forms (Social Security, if applicable)
Common Deductions and Credits
Childcare expense statement (name, EIN, amounts paid)
1098-T (education) and 1098-E (student loan interest)
Significant medical expenses (if itemizing)
Charitable contribution receipts
Proof of health coverage (Form 1095-A if used Marketplace)
Other Useful Info
Copy of last year's tax return (for new clients)
Bank information for direct deposit (routing and account)
IN addition to Individuals or W-2 Employees documents, also required:
Income Proof
1099-NEC or 1099-K forms
Own records of cash or transfer income
Invoices issued or reports from platforms (Uber, DoorDash, Etsy, etc.)
Business-Related Expenses
Receipts or detailed record of:
Fuel and vehicle maintenance (for work use)
Tools, equipment, supplies
Advertising or contracted services
Phone, internet, software
Home office or business rent
Business travel and meals
Other Useful Info
Annual mileage and business miles (with dates and purposes)
Licenses or professional insurance
Estimated IRS payments made during the year
In addition to some self-employed documents, also required:
Tax and Legal Documents
EIN (Employer Identification Number)
Business formation documents
Operating Agreement (if applicable)
Business Accounting
Income and expense reports (preferably from accounting software)
Profit and Loss Statement
Balance Sheet
Business bank and credit card account summaries
Payroll reports (if applicable)
1099 forms issued to contractors
Assets and Depreciation
List of assets purchased
Invoices with dates and amounts
Depreciation calculation if applicable
Previous Tax Payments
Quarterly estimated payments (Form 1040-ES or EFTPS receipts)
Our exhaustive service puts you in complete control, with everything conveniently organized in one place
Comprehensive Tax Preparation
We provide full-service tax preparation, ensuring every aspect of your business taxes is covered.
Audit Support
In the event of an audit, our experts are here to support you every step of the way, providing guidance and representation.
Tax Planning and Strategy
We offer strategic tax planning services to help you make informed decisions throughout the year, minimizing tax liabilities and maximizing your refund.
they saved a lot of time and even had some left over to leave us their gratitude
Frequently Asked Questions
What documents do I need to provide?
You will need to provide W-2 forms, 1099 forms, previous tax returns, receipts, and any other relevant financial documents.
How much does your service cost?
Our pricing is based on the complexity of your tax situation. We offer competitive rates and will provide a detailed quote after your initial consultation.
Can you help if I have past-due taxes?
Yes, we can assist with resolving past-due taxes and setting up payment plans if necessary.
Let’s make this your easiest tax season yet
book your free consultation today and file with confidence.