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From sole proprietors to LLCs, S-Corps, partnerships, and corporations, we specialize in handling both in-state and out-of-state business taxes. Our services include multi-state filing and proactive tax planning to keep your business compliant, maximize deductions, and minimize tax liability throughout the year.
Please note that an email address is required to complete your tax preparation services.
Business Tax Planning
Business Tax Planning
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Year-round strategic tax planning to minimize your business tax liability and maximize deductions.
Tax strategy sessions
Entity structure review
Deduction maximization
Multi-year planning
S-Corporation Returns
S-Corporation Returns
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Comprehensive S-Corp tax services including Form 1120-S, shareholder K-1s, and payroll tax coordination.
Form 1120-S preparation
Shareholder distributions
Reasonable compensation analysis
Quarterly filing support
LLC Tax
LLC Tax
Filing
Filing
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Complete tax preparation for single-member and multi-member LLCs, including Schedule C or partnership returns.
Form 1065 or Schedule C
K-1 preparation
State tax filing
Estimated tax calculations
Sole Proprietorship
Sole Proprietorship
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Expert tax preparation for sole proprietors with Schedule C filing and self-employment tax optimization.
Schedule C filing
Home office deduction
Business expense optimization
Self-employment tax strategy
Partnership Returns
Partnership Returns
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Full partnership tax services including Form 1065, partner capital accounts, and allocation schedules.
Form 1065 preparation
Partner K-1s
Capital account tracking
Basis calculations
Corporate tax returns
Corporate tax returns
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Complete C-Corporation tax preparation with Form 1120 and comprehensive tax planning strategies.
Form 1120 preparation
Corporate tax planning
Book-to-tax reconciliation
Tax provision services
Assistance for start up companies
Assistance for start up companies
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We guide new businesses through every step of the startup process, from business formation and EIN registration to tax setup and financial planning, so you can launch with confidence and build a strong foundation for long-term success.
Step 1
Attached is our 2025 Client Intake Form. You may download or print the form at your convenience and return it to us when complete. This will help us efficiently gather your information.
Step 2
Please upload your completed 2025 Client Intake Form using the submission form provided
Documents needed for business tax preparation
Documents needed for business tax preparation
Forms of Identification
IRS EIN letter and EIN# (if applicable)
Articles Of Organization
Name and Address of Business
Gross Receipts/ Business Sales Revenue
Income Statement/Balance Sales Revenue
Expense Categories For Business
Advertising
Type of Vehicle, and Business Mileage, for business purposes
Contract Labor
Commission and fees
Cell Phone
Cable
Internet
Depletion
Employee benefit programs
health insuance
Insurance (other than health)
Long-Term Care Insurance to be carried to Adjustment
Mortgage interest
Legal and professional services
Office expense
Pension and profit sharing
Rent of lease of equipment
Rent or lease of property
Repairs and maintenance
Supplies
Taxes and licenses
Travel
Meals
Utilities
Wages (less employment credits)
Employee Payroll FICA Taxes (Social Security Tax, Medicare Tax)
Inventory
By clicking on this image, you can download, print or copy our Client Organizational Form (PDF) for business tax preparation.
Taxes can always be sent Via email to frank@thetaxlady.net if you do not want to upload documents
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Please note that tax returns will only be prepared and submitted once payment for services has been received.
If full payment cannot be made, a 50% deposit will be required upfront.
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