Corporate
Tax
Strategic corporate tax planning that optimizes your business structure, minimizes liabilities, and ensures full compliance with evolving regulations.
A business return is a record of decisions made all year: how the company is structured, how owners are paid, when assets are bought. We prepare the return and examine the decisions behind it, so next year's figures are planned rather than discovered.
The Scope
What the work
covers
Business income tax returns
Form 1120 for C corporations, Form 1120-S for S corporations, Form 1065 for partnerships and multi-member LLCs, and Schedule C for sole proprietors and single-member LLCs, with the owner K-1s that flow from them.
Entity selection and S corporation elections
A review of whether your structure still fits, including the tradeoffs of an S corporation election (Form 2553) and how reasonable owner compensation is set and documented.
State business returns
Returns in the states where your business has filing obligations, including the Florida corporate income tax return (Form F-1120) for C corporations, and a review of where your activity may create new ones.
Depreciation and asset planning
Fixed asset schedules, Section 179 and bonus depreciation choices, and the timing of equipment and vehicle purchases weighed against the year's income.
Estimated taxes and projections
Quarterly estimated payment amounts for the business and its owners, based on a projection of the current year rather than last year's number.
Information returns
Forms 1099-NEC and 1099-MISC for the contractors and vendors you pay, prepared from your records ahead of the January deadline.
Books-to-return review
A year-end look at your profit and loss statement and balance sheet, so the return agrees with your books and owner draws, loans and distributions are classified correctly.
Notices and correspondence
Help reading and responding to IRS and state notices about returns we prepared.
Your engagement letter sets the exact scope. The descriptions on this page are general information, not tax advice for your situation.
The Client
Who it is for
- Owners of S corporations, LLCs and partnerships
- Founders choosing an entity for a new business
- Sole proprietors and contractors whose side income has become a business
- Companies with employees, contractors or activity in more than one state
- Owners who want next year planned before it begins
The Engagement
How an engagement
works
Five steps, the same for every client. Your documents never travel by email, and nothing is filed until you have reviewed and signed.
Consultation
We talk through the business, its structure and its owners, and confirm the scope in an engagement letter before work begins.
Documents through the secure portal
You upload your books, statements and prior returns to your secure portal. Nothing travels by email.
Preparation
Your preparer builds the return and owner K-1s in our professional tax software and raises structural questions as they appear.
Review
The return is reviewed before it reaches you, and we walk you through the figures and any recommendations for next year.
Signature
You sign electronically, the return is filed, and you follow its status in your portal.
Documents to gather
Upload them in your secure client portal once we begin, from a phone camera or a computer. Please never send tax documents by email.
- Last year's business return
- Year-end profit and loss statement and balance sheet, or access to your bookkeeping
- Business bank, loan and credit card statements
- Payroll reports and W-2s, if you have employees
- 1099s you issued and 1099s you received
- Purchases and sales of equipment, vehicles or property
- Formation documents and the IRS EIN letter for a new entity
The Service Ledger
Personal Tax
Comprehensive individual tax strategies tailored to your unique financial landscape, from income optimization to deduction maximization.
Consult strategyEstate Planning
Preserve and transfer your wealth with precision. Our estate tax strategies protect your legacy for generations to come.
Consult strategyTax Advisory
Proactive advisory services that anticipate regulatory changes and position your finances ahead of the curve, not behind it.
Consult strategy
Begin Today
Begin with a
Consultation
Tell us where you stand and what you want to change. We confirm the scope in writing before any work begins.