For business owners

Business Tax Planning & Preparation

Entity returns filed, and the strategy behind them

Your 1120, 1120-S or 1065 prepared with K-1s, depreciation and payroll reconciliation — plus the entity-level decisions that lower what you owe next year.

Book this conversation

$250 consultation2 hours

What this covers

  • Form 1120, 1120-S, 1065 preparation with K-1 generation
  • Depreciation schedules and entity-level deduction planning
  • Payroll tax reconciliation and quarterly estimates
  • Owner draw and pass-through income optimization

How it works

    • Prior-year return, books and depreciation schedules
    • Payroll records and quarterly estimates paid
    • Owner compensation, draws and distributions
    1

    Before we meet

    We collect the entity’s records and last year’s return, which together show both the filing and what it cost you.

    • The return walked through, so you know what drove it
    • Owner compensation against pass-through income
    • Depreciation timing and deductions still available
    2

    In the meeting

    We walk the return and then move past it to the entity-level choices that set next year’s number.

    • Form 1120, 1120-S or 1065 with K-1s generated
    • Quarterly estimates set against a real projection
    • A dated list of moves to make before year end
    3

    What you leave with

    A filed return with K-1s issued, and a dated strategy for the year ahead.

Questions people ask first

How we are paid

$250 consultationTax preparation engagement: $2,500 all-in — consultation credited

Subject to IRS Circular 230 · Information protected per our WISP.

Start with the Business Tax Planning & Preparation

Entity-level tax planning and preparation for businesses

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