Small Business Tax Preparation

First, we’ll talk.

I want to hear about your unique situation and get a good sense of what you need to move forward with confidence.

If we decide to work together, then we’ll take the following steps:

After our initial consultation, you will be directed to provide information to begin work on your tax return preparation. This will happen electronically through a secure system called Verifyle or in person. Verifyle is my preferred method. Documents will not be accepted by regular email. All communication will be made securely through Verifyle.

I will need you to provide the following information:

Organizational documents
Prior year tax returns including depreciation schedules
Email address for authorized person for secure communication through Verifyle and electronic signature(s)
SS4 Assignment of Employer Identification Number if a new entity
Financial statements (profit/loss and balance sheet) and any other tax documents like 1099s
Year-end payroll reports (if any)

Here are the services I provide:

Federal corporate tax returns (Forms 1120 and 1120-S) for C Corporations and S Corporations
Federal partnership returns (Form 1065)
State tax returns when required
Local municipal tax returns (Including RITA and CCA municipalities in Ohio)
1099 and 1099-NEC preparation
Advice on documentation and record retention
Tax planning and advice