A tax return is the result of everything that happened during the year. We make sure it reflects well on you.
What most business owners don’t see coming
For sole proprietors, the first year in business often comes with a surprise: self-employment tax. On top of income tax, you’re paying both sides of Social Security and Medicare. Nobody warned you, and the bill is bigger than expected.
For S-corp owners, the issues are more specific — and more consequential. Reasonable compensation, accountable plans, distributions, withholding strategy. Get these right and the S-corp does what it’s supposed to do. Get them wrong and you’re leaving money on the table or creating problems with the IRS.
In both cases, the return is only as good as the decisions made throughout the year. We prepare both your business and personal returns — because they’re connected, and they should be handled together.
What we handle
S-corp tax preparation
Form 1120-S prepared correctly — with attention to reasonable compensation, distributions, and shareholder basis.
Schedule C preparation
Sole proprietor returns prepared accurately, with an eye toward whether an S-corp election makes sense.
Personal tax preparation
Your business and personal returns handled together — because what happens in one affects the other.
S-corp election
If you’re a sole proprietor generating enough profit, electing S-corp status can significantly reduce your self-employment tax. We help you evaluate it and make the election correctly.
Withholding strategy
Withhold enough from your W-2 wages and you won’t need to file quarterly estimates on your distributions. We set this up right from the start.
Accountable plans
A properly structured accountable plan lets S-corp owners reimburse business expenses tax-free. Most owners either don’t have one or don’t use it correctly.
More than just filing
Tax preparation isn’t just a once-a-year transaction. The decisions made during the year determine what the return looks like. When your bookkeeping, planning, and preparation are all handled in one place, nothing falls through the cracks.