S corporations and partnerships
Most business owners have two preparers who never talk, or one who treats the 1040 as an afterthought. We prepare the entity return, the K-1s, and the owners’ personal returns as one engagement, so nothing falls through the gap between them.
We review the year-end ledger before touching the return. If the books need cleanup, we say so and quote it.
Prepare the 1120S or 1065, tie every line to the books, and issue K-1s.
Carry the K-1s into each owner’s 1040 and coordinate estimated payments for the coming year.
A planning session at Ascent and above to set salary, distributions, and retirement contributions for the year ahead.
Business memberships start around $250 a month, personal returns included, and vary with complexity. See the Business Tax tab on the pricing page.
See the tiersIt is a calculation, not a rule of thumb. It depends on profit, the salary the role reasonably commands, state costs, and how the QBI deduction treats your income. We run the numbers for your business before recommending anything.
We can, but we would rather fix the books first so the return is right. Cleanup is scoped and quoted separately, and it often pays for itself in a cleaner return.
Not as a core service. We will point you to someone who does that work every day.