Question 1

Do you need to do our bookkeeping to file taxes?

Accepted Answer

Clean books help, but we can work from your ledger or another bookkeeper's close. Messy books may need cleanup before filing.

Question 2

Which business returns do you prepare?

Accepted Answer

We prepare common federal returns (1120, 1120-S, 1065, and schedule C support) plus state income or franchise returns as needed.

Question 3

When should we start the tax engagement?

Accepted Answer

Ideally after year-end close, with enough time for estimates and reviews before the filing deadline. Extensions are available when needed.

Question 4

Will owners get K-1s?

Accepted Answer

For partnerships and S-Corps, yes. We prepare the owner reporting package so personal returns can move forward.

Question 5

Do you help with quarterly estimates?

Accepted Answer

Yes. We plan federal and state estimates so cash and compliance stay in sync through the year.

Question 6

What is book-to-tax reconciliation?

Accepted Answer

It explains differences between your financial statements and taxable income. We prepare it as part of a clean business return.

Question 7

Can you file if we operate in multiple states?

Accepted Answer

Yes. Multi-state business returns are a core part of this service when nexus and apportionment apply.

Question 8

How do e-file confirmations work?

Accepted Answer

After acceptance, you receive filing confirmations for your records. We keep copies with the return package.

Business Tax Preparation & Filing

What's Included