Who this is for
Sole proprietors, LLCs, S-corporations, C-corporations, and partnerships in Gilbert and across the Phoenix Valley, plus business owners in other states who work with us remotely.
What to bring
- Profit and loss statement and balance sheet for the year, or access to your accounting file (for example QuickBooks)
- Bank and credit card statements for every business account
- Last year's business and personal returns, plus entity documents such as your EIN letter
- Payroll reports and any 1099s you issued or received
- Records of large purchases such as equipment or vehicles
- Records of estimated tax payments and loan statements
How it works
- Book a free consultation so we can understand your entity and confirm your fee
- Send your books and documents through the secure client portal
- We prepare your return, and an Enrolled Agent reviews it before it is filed
- You review the finished return, and we file it
Common questions
What documents do I need for my business return?
Bring your profit and loss statement and balance sheet (or access to your accounting file), bank and credit card statements, last year's returns and entity documents, payroll reports and 1099s, records of large purchases, and estimated tax payments. Clean, current books make the process faster.
Do you prepare returns for S-corps, C-corps, LLCs, and partnerships?
Yes. We work with sole proprietors, LLCs, S-corporations, C-corporations, and partnerships. Entity structure changes the tax strategy, not whether we can help.
My books are behind. Can you still prepare my business return?
Yes. Business Financial Cleanup & Catch-Up gets your records current first, priced at $200 to $500 per month of cleanup depending on the package. Then your return can be prepared from accurate books.
How much does a prior year business return review cost?
Prior Year Tax Audit, which reviews and corrects a return that may have been filed incorrectly or incompletely, starts at $400 for a business return.