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Business & Individual Tax
Tax returns prepared from reconciled numbers.
We prepare federal and multistate returns for individuals, S corporations, partnerships, C corporations, trusts and nonprofits, and e-file them directly with the IRS.
Business returns
Entity returns and their filing deadlines.
Deadlines below are for calendar-year filers. Fiscal-year filers follow the same month count from their year end.
| Form | Who files | Due date (calendar year) | IRS source |
|---|---|---|---|
| 1120-S | S corporations | March 15 | 15th day of the 3rd month after year end. Instructions for Form 1120-S |
| 1065 | Partnerships and multi-member LLCs | March 15 | 15th day of the 3rd month after year end. Instructions for Form 1065 |
| 1120 | C corporations | April 15 | 15th day of the 4th month after year end. Instructions for Form 1120 |
| 1041 | Estates and trusts | April 15 | 15th day of the 4th month after year end. Instructions for Form 1041 |
| 990 series | Tax-exempt organizations | May 15 | 15th day of the 5th month after year end. Instructions for Form 990 |
| 7004 | Business extension request | Original due date | Automatic extension of time to file for 1120-S, 1065, 1120 and 1041. Instructions for Form 7004 |
Individual returns
Personal returns, from simple to complicated.
| Form | What it covers | Due date (calendar year) | IRS source |
|---|---|---|---|
| 1040 | U.S. individual income tax, with Schedules 1–3, A, B, C, D, E and SE as needed | April 15 | Instructions for Form 1040 |
| 1040-NR | Nonresident aliens with U.S.-source income | April 15 or June 15 | April 15 if you received wages subject to U.S. withholding; otherwise June 15. Instructions for Form 1040-NR |
| 709 | Gifts above the annual exclusion | April 15 | Instructions for Form 709 |
| 4868 | Individual extension request | April 15 | Extends the time to file, not the time to pay. Form 4868 |
| 1040-ES | Quarterly estimated tax | Apr 15 · Jun 15 · Sep 15 · Jan 15 | Form 1040-ES |
International information returns
Foreign-owned companies and foreign holdings.
| Form | Who files | When | IRS source |
|---|---|---|---|
| 5472 | U.S. corporations that are 25% foreign-owned, and foreign-owned U.S. single-member LLCs, reporting related-party transactions | With the income tax return | A foreign-owned disregarded entity files it attached to a pro forma Form 1120. Instructions for Form 5472 |
| 5471 | U.S. persons who are officers, directors or shareholders in certain foreign corporations | With the income tax return | Instructions for Form 5471 |
Weekends and holidays: when a due date falls on a Saturday, Sunday or legal holiday, it moves to the next business day (IRC §7503; see IRS Publication 509, Tax Calendars).
Supporting schedules & elections
The detail work that makes a return hold up.
7203 · S corp shareholder basis
Stock and debt basis tracked year to year so losses and distributions are reported correctly. Form 7203
4562 · Depreciation
Section 179, bonus and MACRS depreciation tied to your fixed asset register. Form 4562
8995 · QBI deduction
Qualified business income deduction for pass-through owners. Form 8995 and 8995-A
2553 · S corporation election
Election filing and timing review for LLCs and corporations electing S status. Form 2553
K-1 · Owner reporting
Schedule K-1 preparation for partners and shareholders, and K-1 intake on personal returns. Form 1065 Schedule K-1
1040-X · Amended returns
Corrections to previously filed individual returns, with an explanation of each change. Form 1040-X
Also included
More than filling in forms.
Multistate returns
Resident, part-year and nonresident state returns, and state filings for businesses operating in more than one state.
Tax projections & estimates
Mid-year projections so estimated payments are set from real numbers instead of last year's guess.
Rejected e-file resolution
We diagnose IRS and state e-file rejections and correct and retransmit the return.
IRS notice support
We explain what an IRS notice is asking for on a return we prepared and help you assemble the response and documentation.
Free 30-minute consultation