Business Tax Returns

Clear, reliable filing for Partnerships (Form 1065), S-Corporations (1120-S), and After-The-Fact Payroll (ATFP). Straightforward pricing with add-ons only when needed.

1065 · from $350 1120-S · from $550 ATFP · $60/mo

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E-file federal + 1 state included (as applicable)
K-1s prepared for owners/partners (per plan)
Year-end totals required (P&L, balance sheet, trial balance)
ATFP: prep & e-file Forms 941/940, W-2/W-3, 1099-NEC (no paycheck processing)
Add-ons for extra states, partners/shareholders, assets/depreciation, or cleanup

Prices are starting points; you’ll receive a quote before work begins.

Partnership · Form 1065 — from $350

Federal 1065 e-file + 1 state
K-1s prepared for partners (up to 2–3 included)
Year-end totals provided (P&L, balance sheet, trial balance)
Basic depreciation entries (≤ 5 assets)
Reasonable adjustments/true-ups from client totals

Full bookkeeping or account cleanup
Complex multi-state apportionment without add-on
Large fixed-asset schedules or cost segregation
Prior-year catch-up without separate engagement

Add-ons: extra partners/K-1s, extra states, depreciation schedules beyond limits, cleanup work.

S-Corporation · Form 1120-S — from $550

Federal 1120-S e-file + 1 state
K-1s for up to 2 shareholders included
Year-end totals provided (P&L, balance sheet, trial balance, payroll totals)
Basic depreciation entries (≤ 5 assets)
Officer reasonable-comp review (high level)

Payroll processing or W-2 prep
Complex multi-state apportionment without add-on
Large fixed-asset schedules
Prior-year cleanup/catch-up without separate engagement

Add-ons: extra shareholders/K-1s, extra states, depreciation schedules, bookkeeping cleanup.

After-the-Fact Payroll (ATFP) — $60/mo

Preparation and e-filing of Forms 941 (quarterly) & 940 (annual)
Preparation of W-2/W-3 and 1099-NEC filings
Annual payroll summaries and reconciliation reports
Secure uploads and authorizations through our client portal

No paycheck processing or direct deposits
No tax payment remittance via EFTPS
No ongoing payroll management or time-tracking
No handling of client funds

ATFP service covers preparation and e-filing only. Clients remain responsible for all payroll tax payments and deposits.

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Business Document Checklist

Upload securely in the Client Portal. Please don’t email sensitive documents.

All Entities (General)

Legal name, EIN, mailing address, principal activity/NAICS
Owner/partner/shareholder names, SSN/ITIN/EIN (as applicable), % ownership
Prior-year business return (and owners’ K-1s if applicable)
Year-end financials: P&L, Balance Sheet, Trial Balance (full year)
General ledger or CSV export if requested (helps reconcile issues)
Bank/credit card statements (year-end or summary) or reconciliation reports
Fixed assets purchased/sold (invoices, date, amount); current depreciation schedules
State nexus/apportionment info if multi-state (states with activity; sales/payroll/property by state)

Estimated Taxes & Extensions

Entity estimated tax payments (IRS/state) — dates & amounts
Extension payments/confirmations (IRS/state)
Any IRS/state notices received (letter numbers if available)

Partnership (Form 1065)

Partnership agreement & amendments
Partner capital contributions/distributions by partner; ending capital
Partner guaranteed payments (if any)
Ownership changes during the year
1099-NEC/1099-MISC issued and W-9s on file
One state return details (additional states if applicable)

K-1s prepared for up to 2–3 partners in base pricing; extra K-1s are add-ons.

S-Corporation (Form 1120-S)

Accepted S-election (Form 2553) or prior 1120-S
Shareholder ownership % and changes during the year
Officer/shareholder W-2 payroll totals and benefits
Distributions to shareholders; basis/loans info if tracked
PPP/ERC or other credits received (if any)
1099s issued and W-9 compliance
One state return details (additional states if applicable)

K-1s for up to 2 shareholders included in base pricing; extra shareholders are add-ons.

After-the-Fact Payroll (ATFP)

Federal EIN and any state payroll account IDs (with login access if available)
Prior filings (most recent 941s, 940, W-3/W-2 summary) if any
Employee roster: legal name, address, SSN/ITIN, hire/term dates, YTD wages/tips/withholding
Quarterly wage & tax totals per employee (or year-end payroll report)
Employer benefit/fringe totals (health, HSA, retirement, group-term life, etc.)
Contractor list for 1099-NEC: name, address, TIN, and total paid (collect W-9)
State unemployment (SUTA) and other state UI rate letters
Authorized signer details for e-file (name, title, phone, email)

ATFP covers preparation & e-filing of Forms 941/940, W-2/W-3, and 1099-NEC. No paycheck processing or tax payment remittance.

Payroll & Sales Tax (if applicable)

Year-end payroll reports (W-3/W-2 totals, 940, 941/943/944 summaries)
State payroll filing summaries
Sales tax filing totals (if nexus)

E-File Signatures & Authorizations

Signed e-file forms when ready: 8879-PE (1065), 8879-S (1120-S), 8879-EMP (employment tax)
Responsible party contact for signature and filing questions

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If bookkeeping cleanup is needed (missing/uncategorized transactions, unreconciled accounts), we’ll provide a separate quote before filing.

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.

What is After-The-Fact Payroll (ATFP)?

ATFP is preparation & e-filing only for payroll forms—no live paycheck processing. We prepare and e-file quarterly 941, annual 940, year-end W-2/W-3, and 1099-NEC. The service is $60/mo. Clients remain responsible for making their own tax deposits and payments via EFTPS or state portals.

Do you assist with payroll or sales tax filings?

We don’t process payroll or make tax payments. However, with our ATFP ($60/mo) service we do handle the prep & e-file of Forms 941/940, W-2/W-3, and 1099-NEC using the year-end totals you provide. For sales tax, we don’t file returns but can incorporate your reported totals into the income tax return.

What e-file signature forms will I sign?

You’ll e-sign an authorization for each return type: 8879-PE (Partnership 1065), 8879-S (S-Corp 1120-S), and 8879-EMP (employment tax for ATFP).

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. For payroll, we can also prepare prior-year ATFP filings based on your provided totals.

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