Tax help for business owners who wear every hat.
As a small business owner, your business and personal taxes are tied together. We help you see the whole picture—coordinating your business return with your individual return so you can make decisions with confidence and fewer surprises.
Who We’re Built to Support
- Schedule C sole proprietors and independent contractors
- Single‑member and multi‑member LLCs
- S‑corporation owners who take a salary and distributions
- Owners with both business and rental properties
- Established businesses (generally 2+ years in operation)
- Owners who want to move toward more planning and consulting over time
What We Handle for Small Business Owners
- Preparation of business returns (Schedule C, partnership, S‑Corp)
- Coordination of business returns with your personal 1040
- Proper handling of owner wages, draws/distributions, and reimbursements
- Integration of bookkeeping records
- Basic year‑end cleanup and categorization guidance, as agreed
- Support with common tax notices related to returns
- Payroll and Contractor payments – payment, filing, reporting
Year‑Round Support
Running a business doesn’t stop on April 15—and neither do your tax questions. We’re available during the year to talk through hires, equipment purchases, financing decisions, and other moves before they show up on a return.
How It Works for Business Owners
Step 1 – Share your info and goals
We gather prior returns, basic business information, and current‑year financials. You can upload, drop off, or meet with us.
Step 2 – We review your books and prepare returns
We review your records for reasonableness, prepare the business return, and coordinate it with your personal return
Step 3 – Review, e‑sign, and plan ahead
You review the returns with clear explanations of what changed and why. We highlight issues and opportunities to address before next year
Step 4 – File and stay in touch
We e‑file your returns and remain available as questions and decisions come up.