01
Books to trial balance
October to January
We reconcile the year before any tax work begins. Anything that would surprise us in March surfaces in November instead, while it can still be fixed cleanly.
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Business Tax · Specialization
Corporate & partnership
Corporate & partnership
tax compliance.
Federal and state returns for C corporations, S corporations and partnerships, prepared from books we have already reconciled, reviewed by a partner who read the working papers, and filed ahead of the deadline.
At a glance
Annual federal and state income tax returns for operating entities and their owners, with all supporting schedules, owner K-1 and K-3 packages, and quarterly estimates.
Who this suits
- C corporations, S corporations and partnerships from $2M to $150M in revenue
- Multi-entity groups with intercompany activity to eliminate
- Companies with a filing obligation in more than one state
- Owners who want the personal return coordinated with the business
- Anyone who has received a K-1 after 15 April two years running
Compliance is meant to be the boring part.
It stops being boring when the return is the first time anyone has looked closely at the year, when a distribution turns out to have exceeded basis, when an accrual was booked and never reversed, or when a state you started shipping into eighteen months ago has quietly been waiting for a filing.
We prepare returns from a trial balance we have already reconciled, not from a file that arrives in March. Book-to-tax differences are tracked through the year in a schedule you can actually read, so nothing has to be reconstructed from memory at the deadline.
Every return is prepared by a named senior, reviewed by a manager, and signed by a partner who has read the working papers rather than skimmed the summary. Owners receive their K-1s with a one-page note explaining what moved since last year and what it means for their individual return.
If you are transitioning from another firm, we request the prior files, rebuild anything that needs rebuilding, and reconcile opening balances before the first return goes out under our name. That work is included in the first-year fee, not billed as a surprise.
Deliverables
What you receive,
What you receive,
and when.
Everything below is named in the engagement schedule with an owner and a date. Nothing is quoted hourly.
Forms 1120, 1120-S and 1065
Federal income tax returns for C corporations, S corporations and partnerships, including consolidated and combined filing groups.
State and local income returns
Composite returns, pass-through entity elective filings, franchise and excise returns in every state where you have an obligation.
K-1 and K-3 packages
Owner schedules issued with a plain-English cover note and delivered before the individual deadline, not after it.
Quarterly estimates
Federal and state estimates recalculated each quarter against actual results, rather than defaulting to last year’s safe harbour.
Book-to-tax reconciliation
A maintained M-1 or M-3 schedule showing every difference, where it came from, and when it reverses.
Extensions and elections
Filed deliberately and paid correctly, so an extension stays an extension instead of becoming a penalty notice.
How it runs
Four steps,
Four steps,
starting in October.
The reason our returns go out early is that the work does not start in tax season. It starts before the year has closed.
02
Preparation
A named senior
The same preparer year over year. Year two is faster than year one, and year three is faster still, because nobody is relearning your chart of accounts.
03
Partner review
Before you see a draft
A partner reads the working papers, not just the return. Open questions come to you once, as a single consolidated list, rather than in a drip of emails.
04
Delivery and debrief
Ahead of the deadline
Signed returns, K-1s, payment vouchers and a short memo on what is worth changing before next year begins.
Related
More in Business Tax
These sit next to each other for a reason: most engagements draw on two or three of them at once.
Business Tax overview
State & Local Tax (SALT)Nexus studies, apportionment, pass-through entity elections, sales and use tax, voluntary disclosure.
Tax Planning & StrategyQuarterly projections, entity and compensation structure, timing, distributions and multi-year modeling.
R&D Tax Credits & IncentivesFederal and Massachusetts credit studies, payroll offset elections, Section 174 treatment, audit-ready files.
IRS & DOR RepresentationNotices, examinations, appeals, penalty abatement, payroll tax disputes and collection matters.
Compliance
Get the returns off
Get the returns off
your critical path.
Send us three years of returns and a current trial balance. Two weeks later you will have a written read on all of it.