Year-round tax strategy for S-Corps, partnerships, C-Corps, and individuals with business income — so filing season is a formality, not a scramble. We prepare every major US business return, manage all deadlines, and build a proactive plan so your tax bill never comes as a surprise.
Tax software we work with
Most business owners spend weeks chasing documents, second-guessing deductions, and paying more than they should — because their accountant only shows up in April.
Hover to explore each return we prepare — and what's included beyond the form itself.
Your S-Corp return flows through to your personal return via Schedule K-1. We make sure the income, deductions, and shareholder allocations are accurate — and that you're not overpaying in distributions or salary.
S-Corp shareholders must take a "reasonable salary" before distributions. Getting this ratio wrong triggers IRS scrutiny — and retroactive payroll taxes. We review and document this every year.
Partnerships and multi-member LLCs file Form 1065 as an informational return — income, credits, and deductions then flow to each partner's K-1. Clean allocations prevent partner disputes and IRS notices.
Late K-1s create a domino effect — partners can't file their personal returns on time. We aim to have all K-1s delivered no later than February 28 so partners aren't holding things up downstream.
C-Corps pay tax at the entity level — making timing, compensation structure, and the choice between retaining earnings or paying dividends all critically important tax decisions. We plan, not just file.
For VC-backed startups or companies considering a sale, C-Corp structure and QSBS (Qualified Small Business Stock) eligibility can mean millions in tax-free gains at exit. We plan for this from day one.
Business owners don't have a "simple" 1040. Between K-1s, Schedule C or E income, self-employment tax, estimated payments, and retirement contributions — your personal return is where the real planning happens.
The QBI deduction (up to 20% of qualified business income) is one of the largest deductions available to business owners — but it phases out at higher income levels and has restrictions by industry. We optimize this before year-end, not after.
US persons with foreign accounts, interests in foreign corporations, or foreign-owned US entities face some of the most complex — and heavily penalized — filing requirements in the tax code. We know them well.
FBAR penalties for willful failure to file can reach $100,000 or 50% of account value per year. Form 5472 penalties start at $25,000. These are not forms to overlook — or to file without expert guidance.
Filing your return is the last step — not the only step. The strategies that lower your tax bill must be executed before the year ends. We work with you throughout the year so nothing is left to chance.
Clients who engage us for year-round planning consistently pay less in taxes than those who only come to us at filing time.
Accurate quarterly estimates based on your actual income — not last year's numbers. No more surprise bills or underpayment penalties.
Is your current entity still the right choice? S-Corp election, LLC conversion, or restructuring — we model the tax impact before you commit.
Maximize SEP-IRA, Solo 401(k), or defined benefit plan contributions. Time major purchases and depreciation for the most impact.
Remote employees and multi-state sales can trigger surprise state tax obligations. We identify exposure before it becomes a problem.
Deferring income or accelerating deductions into the right tax year can mean significant savings — but only if we plan before December 31.
Selling the business, bringing on investors, or making an acquisition? Tax structure before the deal is worth far more than minimizing the bill after.
Our tax practice is designed exclusively for people with business income, complex structures, and real stakes in the outcome.
Pass-through entities with K-1s, salary optimization, and multi-owner complexity.
VC-backed companies, QSBS planning, and corporations preparing for a capital event.
Short-term rentals, cost segregation, depreciation recapture, and 1031 exchange planning.
Business owners with $500K+ in income where QBI phaseouts, AMT, and NIIT require active management.
US businesses with foreign accounts, foreign subsidiaries, or cross-border transactions requiring FBAR and 5471/5472 compliance.
Every key date in the US tax calendar — by type, in order.
Final estimated payment for the prior tax year. Missing this triggers an underpayment penalty even if you file on time in April.
Form 1120-S and 1065 are due one month before most owners expect. K-1s must be issued before partners can file their own returns.
Form 1040, 1120, and FBAR are all due today. This is the primary filing deadline for individual taxpayers and C-Corporations.
First quarterly installment for the current tax year. Falls the same day as annual returns — easy to miss when focused on filing.
Q2 is due in June, not July — an unusual schedule that catches many owners off guard.
Final deadline for extended Form 1120-S and Form 1065. No further extensions available — missing this date triggers late filing penalties.
Third quarterly installment for the current tax year. Falls the same day as the S-Corp and partnership extension — a date worth circling twice.
Final deadline for extended 1040, 1120, and FBAR. After this date, late filing penalties apply with no further recourse.
Retirement contributions, equipment purchases, income timing, and most planning strategies must happen before midnight. This is the most important date most people overlook — and the only one where missing it costs you permanently, with no extension or abatement available.
Everything you need to know before working with our tax team.
Your first consultation is free. 30 minutes, no obligation, no sales pressure.