Year-round tax planning and accounting for small and mid-sized businesses

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Business Tax Preparation

Business tax returns prepared by a CPA firm that plans all year, so the return files what the planning already decided. Partnerships, S corporations, C corporations, and multi-state filings, with the return explained after filing rather than just delivered.

The Scope

A business tax return is not a simple form. It is a translation of your entire year into the language the IRS expects. Revenue, expenses, assets, depreciation, owner payments, and dozens of elections all have to land in the right places.

We prepare returns for partnerships, S corporations, C corporations, and sole proprietors. Each entity type has its own rules, its own forms, and its own opportunities. Multi-state filers need returns that reflect operations across multiple jurisdictions. We handle both.

Every Entity Type

Partnerships issuing K-1s to their owners. S corporations balancing distributions and reasonable compensation. C corporations with their own layer of tax. Sole proprietors on Schedule C. We prepare them all and understand how the rules differ.

Multi-State Filings

If your business operates across state lines, you may owe filings in multiple states. Nexus rules, apportionment calculations, and state-specific treatment all vary. We prepare the full set of returns so you stay compliant everywhere you operate.

Planning First

Most business owners experience tax season as a scramble. They gather documents in March, hand them to a preparer, and find out what they owe after the year is already closed. By then, any planning opportunities are gone.

We work differently. When you engage us for tax planning alongside your return, the filing becomes a record of decisions already made. Elections get chosen during the year when they can still help. Positions are documented while the facts are fresh. The return files what the planning already decided.

Decisions Made Early

Depreciation methods, expense timing, retirement contributions, owner compensation levels. These decisions affect your tax bill, and they need to be made before December 31. When planning runs all year, they get made deliberately instead of discovered at the deadline.

The Walkthrough

After we file your return, we walk through it with you. We compare this year to last year. We explain what changed and why. You understand what was filed on your behalf instead of just receiving a PDF and hoping it was done correctly.

Books and Pricing

A return is only as good as the books behind it. We coordinate directly with your bookkeeping to make sure the return reconciles to reality. When we handle your monthly books, the handoff is seamless. When the books come from elsewhere, we review and reconcile before we file.

Our pricing is fixed and stated up front. You know what you are paying before work begins. If additional work comes up, we discuss it and get your approval first. Questions about your return are included, not billed by the hour.

Coordinated with the Books

The numbers on the return have to match the numbers in your accounting system. We work with your books directly, whether we maintain them through our bookkeeping service or you work with another provider. That coordination keeps the return accurate and audit-ready.

Fixed Pricing

Business returns start at $1,500. The exact price depends on your entity type, state filings, and complexity. We quote it before we start and you approve it before we begin. Book a consultation to talk through your situation and get your quote.

Planning-First Tax & Accounting

The Next Step:
Start a Conversation

We begin with a clear understanding of your business, then define the engagement and establish pricing from the outset.

A planning-first tax and accounting firm based in Pelham, Alabama and serving business owners across the country. Year-round tax planning, bookkeeping, CFO advisory, and compliance at fixed prices with advice included. Founded by Quinn Nguyen, CPA.

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