Services

For businesses whose books need to be corrected before tax filing, financing, or ongoing accounting work.

Whatʼs Included:

• Bank, credit card, loan, and balance sheet reconciliation
• Transaction and chart of accounts cleanup
• Accounts receivable and payable review
• Payroll and owner equity corrections
• Review and correction of opening balances and retained earnings
• Intercompany account reconciliation
• Review of prior-period accounting issues
• Tax ready financial statements

Turnaround: Typically 5 business days from document access.
Cleanup projects are quoted after an initial review based on the amount and complexity of work required.

Preparation and filing of Form 1120-S and shareholder Schedule K-1s, including review of the company’s books, shareholder activity, payroll, distributions, and other tax compliance items.

Whatʼs Included:

• Preparation and IRS e-filing of Form 1120-S and shareholder Schedule K-1s
• Review of bookkeeping, shareholder activity, payroll, distributions, and balance sheet accounts for tax reporting
• Federal and applicable state S corporation filings
• Follow-up questions and filing support through completion

Turnaround: Typically 7-10 business days after receiving complete documentation.
More complex returns, multi-state filings, bookkeeping cleanup, or prior-year issues are priced based on scope.

Preparation and filing of Forms 1065 and 1120, including federal and applicable state filings, owner or shareholder reporting, and review of the underlying books for tax readiness.

What’s Included:

• Preparation and IRS e-filing of Form 1065 or Form 1120
• Preparation of partner Schedule K-1s, where applicable
• Review of balance sheet, equity, capital accounts, and owner activity
• Review of significant or unusual transactions affecting the return
• Federal and applicable state business tax filings
• Identification of bookkeeping or prior-year issues affecting filing

Turnaround: Typically 7-10 business days after receiving complete documentation.
More complex, multi-state, amended, or cleanup-heavy returns are priced based on scope.

Ongoing support for businesses that need CPA level oversight without a full time finance hire.

Depending on the engagement, this can include:

• Monthly or quarterly financial review
• Tax planning and estimated tax calculations
• Accounting policy and transaction guidance
• Payroll and S-corporation compliance
• Cash flow and financial reporting
• Coordination with bookkeepers, payroll providers, attorneys, and other advisors
• Year-end tax preparation planning

Available for businesses and individuals who need to get prior filings corrected or brought current.

This may include:

• Late federal and state tax returns
• Amended business and individual returns
• Prior-year bookkeeping review
• Payroll tax corrections
• IRS and state tax notices
• Penalty abatement requests
• Entity and filing status corrections

Because these engagements vary substantially, pricing is based on the records and work required.

Focused consultations for business owners who need guidance on issues such as:

• LLC vs. S-corporation taxation
• S-corporation reasonable compensation and payroll
• Owner distributions and contributions
• Estimated taxes
• Multi-state tax considerations
• Business deductions and accountable plans
• New business or entity changes