Business tax returns, with an owner's strategy on top.
LLCs, S-corps, and partnerships filed on time, with the structural choices that actually reduce the bill — reasonable comp, QBI, retirement plan pairing, and clean owner coordination.
Returns, elections, and the studies that back them up.
Engagements are scoped to the entity type and owner count, quoted flat, and include coordination with your personal return.
- Form 1120-S (S-corp), 1065 (partnership), 1120 (C-corp), Schedule C
- K-1 preparation and delivery
- Reasonable compensation analysis and supporting study
- Section 199A / QBI deduction optimization
- Section 754 and basis adjustments where applicable
- Depreciation, Section 179, bonus, and cost segregation modeling
- Owner 1040 coordination (bundled pricing)
- Entity-level state filings and pass-through entity taxes
Pricing tiers by revenue, entity type, and state footprint. Quoted before work begins.
The return you file is the output of decisions you already made.
Most tax savings for closely-held business owners come from entity selection, comp, and elections — not deductions. We review these annually.
Schedule C → S-corp
When net profit clears roughly $80K, an S-election with reasonable comp typically reduces self-employment tax enough to pay for the engagement several times over.
Multi-member LLCs
Default partnership treatment, S-corp election, or C-corp conversion — each has implications for basis, QBI, and exit. We model it.
QBI optimization
SSTB thresholds, W-2 wages, and UBIA all affect the 20% deduction. We structure the return to capture it, not leave it behind.
Retirement plan pairing
Solo 401(k), SEP-IRA, Mega-backdoor, cash balance — the right plan multiplies the benefit of your entity choice.
PTET elections
Pass-through entity tax elections in states that allow them can recover SALT beyond the federal cap. We evaluate every state annually.
Reasonable comp studies
IRS scrutiny of S-corp comp is rising. A documented study is the defense — not a round number pulled from a calculator.
Common questions from business owners.
Do you work with my existing bookkeeper?
Yes. We coordinate directly with QuickBooks, Xero, or Bench teams. If books need cleanup before a return can be filed, we'll scope that separately or refer to a bookkeeper we trust.
Can you elect S-corp status retroactively?
Yes, via Form 2553 with late-election relief (Rev. Proc. 2013-30) where the facts support it. We handle the election, reasonable comp study, and retroactive payroll cleanup.
What if my entity operates in multiple states?
We handle apportionment, nexus analysis, state pass-through entity elections, and composite returns. Priced per-state with transparency up front.
Can you run payroll or just file the return?
We partner with Gusto and ADP for payroll. We set up and review; the provider runs it. That keeps pricing honest and your books clean.
How do you handle K-1s for my partners?
K-1s are issued through the secure portal with delivery confirmation. We coordinate with each partner's preparer on timing.
Let's look at your entity before the deadline does.
Fifteen minutes, a flat-fee quote, and an honest read on whether your structure is costing you money.