S corporations · Partnerships · Tax-ready books

Tax compliance for closely held businesses.

John prepares Forms 1120-S and 1065 and, when included in the engagement, coordinates tax-ready books, owner reporting, estimates, and related individual tax considerations.

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Who this may fit

For owner-operated businesses with a defined tax need.

  • S corporations and partnerships with straightforward ownership structures
  • Owner-operated and family-owned businesses
  • Businesses that need tax-ready books or focused bookkeeping support
  • Owners who want business and individual tax work coordinated

Typical scope

Work may include

  • Form 1120-S and Form 1065 preparation
  • Owner and partner tax reporting coordination
  • Review of tax-ready books and year-end adjustments
  • Estimated-tax and extension planning
  • Limited bookkeeping setup or cleanup when it directly supports the tax engagement
Scope note

Limited bookkeeping work may be accepted when it directly supports a tax engagement and is described in the engagement. The practice does not provide audits, reviews, compilations, legal advice, or investment advice.

Start with the facts

Need help with a business return?

Share the entity type, tax year, current bookkeeping status, and any known deadline. John will confirm whether the return and related books are a fit.

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