Business and Individual Tax
Tax handled with the whole picture in view.
We prepare and plan for businesses and the people who own them. Entity choice, S corporation elections, multistate filings and estimated taxes are coordinated with your books and your long-term plans, including a future sale.
Who it is for
Built for the decision in front of you.
- S corporations, partnerships and C corporationsFederal and state business returns.
- Owners and executivesIndividual returns that reflect the business picture.
- Multistate businessesNexus, apportionment and filings across states.
What is included
Scope
Forms 1120, 1120-S, 1065 and state equivalents.
Form 1040 with business, rental and investment activity.
Income tax filings and sales tax nexus review.
Entity structure, reasonable compensation and timing.
Quarterly calculations and reminders.
Responses and representation by CPAs and EAs.
Deliverables
What you receive
Timeline: Annual, with quarterly planning touchpoints.
- Filed returnsFederal and state, on time.
- Planning memoRecommendations with estimated impact.
- Year-round accessQuestions answered between seasons.
Questions
Frequently asked
Should my LLC elect S corporation status?
It can reduce self-employment tax once profits are high enough to support a reasonable salary, but it adds payroll and compliance costs. We model both paths with your numbers before recommending it.
Do I need to file in other states?
Possibly. Employees, property or enough sales in a state can create filing obligations. We review where you operate and sell to determine nexus.
Can you help with an IRS notice?
Yes. Our CPAs and EAs can respond on your behalf and represent you before the IRS.
Related services
Accounting and Bookkeeping
Books, monthly close and reporting that management, lenders and buyers can rely on, on the platforms you already use.
CFO Advisory
Senior financial leadership without a full-time seat: forecasting, cash flow, KPIs and board and lender reporting.
The CFO Package
A monthly management package: financials, KPIs, cash forecast and commentary, prepared by our team and powered by Anodo.
Next step
Talk with an advisor about Business and Individual Tax.
Thirty minutes, no obligation. You will leave with a clear view of scope, timing and fee.
- Emailsupport@taxbookscfo.com
- Book a callChoose a time
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