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Call (866) 681-2140
We quote business tax work in writing before we start. We set the fee by your annual revenue band.
Call (866) 681-2140 for a fixed quote.
Federal and state returns for Form 1065, 1120-S and 1120, with a K-1 for each owner
We review your entity structure before the return is prepared
No P&L yet? We build the books first, then file.
Planning means deciding the structure and the positions before the return is prepared, then preparing it. That work has four parts:
The structure. Which entity should hold the income, and whether you would pay less tax with an S election. Tax planning for startups begins with this decision.
The return. Form 1065, 1120-S or 1120, federal and state, and we issue a Schedule K-1 to each owner.
The owner side. We carry each K-1 onto the owner's personal return, because the IRS matches the K-1 against the personal return.
The calendar. Election windows, extension dates, annual reports and franchise tax in the states that charge it.
Corporate tax planning services, LLC planning and partnership planning are one job with different forms at the end of it.
We are a CPA for LLC and corporate work, so a lawyer drafts operating agreements and share issuances.
The IRS sets the return by who owns the business and which elections are on file, and each return has its own deadlines and penalties.
Who owns it, and what election is on file?
Schedule C, inside your personal 1040, and no separate federal business return. Some states still require a state return or an annual LLC tax.
A pro forma Form 1120 with Form 5472, and no Schedule C. The IRS treats the LLC as a corporation for reporting only, so you file even with no income and no tax. The IRS charges $25,000 per form per year under IRC 6038A when it is missed.
Form 1065, plus a K-1 to each owner.
Form 1120-S, plus a K-1 to each owner.
Form 1120. The company pays its own tax.
A single member LLC with a US owner files no separate federal return. States differ.
A business return needs a profit and loss statement. The IRS also requires a balance sheet once the business passes its size thresholds.
We build them. We quote the clean up first as its own fixed fee, priced on gross income and account count, with a discount for bundling more than one year. Then we prepare the return from books we can defend.
Calendar year partnerships and S-corps file by March 15, or September 15 on extension. C-corps file by April 15, or October 15 on extension. The IRS extends the filing date only, so the tax is still due on the original date.
Late relief for a missed S-corp election exists under Rev. Proc. 2013-30 where the owners intended the election and filed as an S-corp throughout. The IRS grants it only where the owners meet those conditions, so we plan around the deadline.
We start tax planning for S corp owners with this date, which we decide with you before the window closes.
We review four decisions with you before the tax year ends:
The qualified business income deduction is now permanent. Above that year's income threshold the IRS limits it, so we project your income before deciding on bonuses, retirement contributions or equipment.
The IRS sets a different opening deadline and contribution limit for each plan type, so we choose the plan before year-end.
You deduct equipment in the year you place it in service, so we deduct a machine delivered in January on next year's return.
Where your state offers one, the entity pays the state income tax and deducts it federally. The owners then take a credit or a deduction on their personal returns, depending on the state. Each state sets its own election date and payment schedule, and in some states you lose the election for that year if you miss a payment deadline.
We run this review in October and November, so you can still act on the decisions.
The fee is set against your annual gross revenue, not against hours logged.
Most business returns land between $895 and $7,000. Revenue sets the number before any work starts, so nobody logs hours against you and presents a bill afterwards.
Every quote includes the federal and state return, a K-1 for each owner, and twenty minutes of review before it is filed.
Three things sit outside it. State filing fees are passed through and bookkeeping clean up is quoted separately. Entity formation runs at its own fixed fee, from $1,500 for federal and one state, with a fixed add-on for each additional state.
Annual reports and franchise tax are their own line, from $395, and the states people forget are California, Delaware, Texas, New York, Illinois, Georgia, Tennessee, North Carolina and Mississippi, checked for 2026.
Figures as of August 2026. Your own band is quoted in writing before we begin.
We had over a hundred clients this last tax season that were in the wrong business structure. And on average, they overpaid anywhere between a few thousand to even tens of thousands of dollars in tax just because they did not have the right business structure for themselves.
I own a business with operations in Illinois and California. George and his team helped me file the 1099’s for my contractors, helped me set up payroll, and got my quickbooks up and running after two years of trying to do it on my own.
Our team includes CPAs and Enrolled Agents who work on individual returns, business taxes and tax planning. Tell us what you need help with when you get in touch.
Tell us the entity type, the number of owners, the states you operate in, and roughly what the business grossed. That is enough for a written quote for the business tax planning services it needs.
General information, not advice for your circumstances. Speak to a CPA before acting on it, because the right structure depends on your ownership, your states and your numbers.
