Chart of accounts and method
We structure the chart of accounts to match how you actually operate, and we advise on cash versus accrual reporting so your statements and your return use a method that fits the business.
Tax Services and Accounting
Returns built from records you can defend
A good tax return starts long before the filing deadline. We prepare business returns from books we know are accurate, and we plan across the whole year so nothing about your tax bill is a surprise.
Business tax preparation
Careful returns, filed on time
We prepare federal and state income tax returns for businesses and coordinate with the owner's personal return so the two tell the same story.
- Entity returns. Preparation for S corporations, C corporations, partnerships, and sole proprietors, including the schedules and elections each form requires.
- Owner coordination. K-1s, officer compensation, distributions, and basis are tracked so the business return and the personal return line up without conflict.
- Support for every number. Each figure on the return traces back to the general ledger and its source documents. If a question ever comes, the answer is already in the file.
- Review before filing. Returns are prepared by one person and reviewed by another. We compare against the prior year and question anything that moved without a reason.
- Extensions handled properly. When an extension makes sense, it is filed early with a payment estimate, not at the last minute with a guess.
Accounting support
The ledger work behind a clean return
Tax problems usually start as accounting problems. We keep the underlying records in order so the return is a summary, not a reconstruction.
Fixed assets and depreciation
Equipment, vehicles, and improvements are tracked on a fixed asset schedule. Depreciation methods and first-year expensing choices are documented, not improvised at filing time.
Year-end adjustments
Accruals, prepaid expenses, loan balances, and owner accounts are trued up at year end. The books you close in December are the books the return is prepared from.
Working with your other advisors
Lenders, attorneys, and outside preparers get clean schedules in the format they ask for. We answer their questions directly so you are not the messenger.
Year-round planning
Tax decisions made when they still matter
Most tax savings come from timing, and timing requires attention during the year. Planning is part of the regular engagement, not a separate spring scramble.
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Quarterly estimates that track reality
Estimated payments are recalculated from actual results each quarter, not copied from last year. If income jumps or falls, the estimates move with it.
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Mid-year projection
Partway through the year we project the full-year tax picture. You see where you stand while there is still time to act on it.
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Fall planning decisions
Before year end we walk through the choices that affect the bill: equipment purchases, retirement plan contributions, owner compensation, and the timing of income and expenses.
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Entity and structure review
As the business changes, we revisit whether the current entity type still serves you, and we explain the trade-offs in plain terms before anything changes.
Next step
Planning works best on current books
Accurate monthly bookkeeping is what makes real tax planning possible. See what the monthly close involves, or read about how engagements begin.