Business Return FAQs
What do I need to provide for a business return?
At minimum: year-end Profit & Loss and Balance Sheet, prior year tax return, ownership information, and payroll/partner data (if applicable). See the checklist above for details by entity type.
Do you provide bookkeeping?
We don’t provide ongoing bookkeeping. If cleanup is needed (uncategorized or unreconciled transactions), we’ll quote that separately before filing.
How are additional K-1s or states billed?
Base pricing includes up to 2–3 K-1s and one state. Extra partners/shareholders or states are add-ons. We’ll give you a clear quote before filing.
Can you help with multi-state apportionment?
Yes, if your business operates in multiple states, we can prepare the necessary apportionment schedules. Complex apportionment is quoted as an add-on.
Do you assist with payroll or sales tax filings?
We don’t process payroll or file sales tax returns, but we can use year-end totals in your tax return and help ensure the numbers reconcile.
What if I’m behind on multiple years?
We can prepare prior-year business returns. Each year is billed separately, and cleanup fees may apply if records aren’t ready.