Tax Compliance & Preparation
Prepare and file the tax returns agreed in your engagement, with payment instructions and a copy for your records.
Online service across all 50 states
What this service is
Tax compliance and preparation means preparing and filing the business returns you are legally required to file, accurately and on time. We prepare Form 1120 for C corporations, Form 1120-S for S corporations, and Form 1065 for partnerships and multi-member LLCs, issue owner K-1s, prepare the related state returns, and file extensions when information isn't ready. Each return goes through a structured review, and you receive a clear request list so the process doesn't drag on.
Forms & documents involved
What we actually do
Send a specific document request
List exactly what we need for your entity and states, with due dates.
Make book-to-tax adjustments
Convert your year-end books to a tax basis, including depreciation, meals, and other differences.
Prepare federal returns
Prepare Form 1120, 1120-S, or 1065 with all required schedules.
Prepare and send K-1s
Allocate results to each owner and deliver K-1s in time for personal filing.
Prepare state returns
File in every state where the business has a filing obligation.
File extensions and amendments
Extend when needed, track the new deadline, and amend prior returns when errors are found.
Prices by scope
Compare the work included at each price. Your final scope and fee are confirmed in writing before work begins.
Per entity, per year.
- SmallUnder $250K revenue, books in good order, one state$780
- Established$250K–$1M revenue, up to 2 states$1,180
- Complex$1M–$5M revenue, inventory or 3+ states$1,780
- LargeOver $5M revenue or consolidated groupFrom $2,680
Discounted rate when filed alongside your business return.
- StandardW-2 from your company, standard or itemized deductions$420
- With investments or rentalsBrokerage accounts or up to 2 rentals$620
- ComplexSeveral K-1s, equity compensation or foreign income$920
First two owners included in the base entity return price.
- Standard K-1Pro-rata items$70 per K-1
- With basis or special allocationsCapital accounts or special allocations$120 per K-1
Per return; does not delay payment deadlines.
- With engagementFiled for a return we are preparing$120
- Standalone with estimateIncludes a tax-due estimate for the payment$240
Added to the base return price.
- SimpleAllocation only$160 per state
- ApportionedFull apportionment or composite return$290 per state
What You Get
S-Corp & Partnership Returns (1120-S / 1065)
Pass-through return preparation with K-1 allocation and basis tracking handled correctly for every owner.
C-Corp Returns (1120)
Corporate return preparation, including estimated tax reconciliation and any prior-year carryforward items.
K-1 Preparation & Distribution
K-1s prepared and delivered to each owner through a secure portal, on a schedule that respects their own filing deadlines.
Multi-State Filing
Additional state returns prepared alongside the federal filing when the business has nexus in more than one state.
Extension Filing & Tracking
Extension preparation and a tracked follow-up plan so an extension does not turn into a forgotten file.
Amended Returns
Correction filings when facts change after the original return, a missed document, a corrected K-1, or a reclassified transaction.
- Complete e-filed return with a signed PDF copy delivered through a secure client portal
- Return package with review summary and open issues flagged before filing
- K-1s issued to each owner with basis and allocation detail
- Filing calendar for the next cycle
- Planning follow-through list for the next quarter
When this service may fit
- The filing cycle is becoming reactive and document collection is too painful
- Owner and entity returns need tighter coordination
- Books, payroll, and tax positions are not syncing cleanly before deadlines
- You want compliance that protects future planning rather than undermining it
Need help getting your books ready for tax season?
A return is only as good as the books behind it. Add bookkeeping and we prepare the return from reconciled numbers.
How It Works
Document intake through a secure portal, with a checklist specific to your entity type
Confirm the taxpayer, return types, jurisdictions, filing history, and outstanding information requests.
Preparation and technical review by a second preparer before anything is sent to you
Assemble income, deduction, payment, and carryforward records and reconcile inconsistencies before preparation.
Owner review and sign-off, with an open-issues summary if anything needs a decision
Prepare and review the agreed returns, discuss material questions, and obtain signed filing authorization.
E-filing, plus post-filing documentation and a copy delivered to your portal
Provide the completed package, payment instructions, and confirmation of the filing status available to the preparer.
Your Role
Provide accurate, complete records, review the return, authorize filing, and arrange required payments. Notify us promptly of later tax documents.
Service Scope
Extensions, estimates, amendments, notices, and additional jurisdictions must be included expressly. Filing and payment deadlines may differ.
Start Tax Compliance & Preparation online
Choose the closest scope and send your request online. We’ll confirm the final work and fee in writing before anything begins.
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