Business tax preparation
Small-business tax preparation with the whole picture in view.
For owner-operated service and trade businesses, the business return and the owner's personal return are connected. Our CPA-led team prepares the agreed business returns and applicable owner returns together, so the numbers line up and you know what is being filed and why.
One form • Video meeting with Trevor • Confirm scope and pricing
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Who this is for
- Owners of service and trade businesses who want the business return and their personal return prepared in coordination.
- Businesses with current, reasonably accurate books that need returns prepared without a cleanup project or a monthly contract.
- Owners with prior years still unfiled who need those years scoped separately from the current year.
What we do
- Review bookkeeping readiness and confirm the tax years, entities and returns covered.
- Identify missing records and help you organize them once you are engaged.
- Prepare the agreed federal and state business returns and applicable owner personal returns.
- Walk you through the returns for review and approval, then complete the agreed filing steps.
What you receive
- Agreed returns prepared for the covered years and entities.
- A clear explanation of the key figures before you approve.
- A list of open questions or record gaps to resolve for next year.
Preparing returns is different from correcting books
Tax preparation starts from your financial records. If the books are current and reasonably accurate, we can begin there. If they are behind or contain errors, we will tell you before work begins and quote a separate cleanup or catch-up project, so you are never billed for bookkeeping you did not agree to.
Records we ask for after engagement
After engagement, we request records through our secure TaxDome portal. Please do not send tax documents through the public quote form. Typical requests include:
- Year-end financial statements or QuickBooks Online access
- Prior-year business and personal returns
- Payroll reports and records of equipment purchases or sales
- Ownership or entity changes during the year
- Any tax notices you have received, where relevant
How it works
Step 1
Request a quote
Tell us about your business, the years involved and the returns you need.
Step 2
Meet Trevor by video
After your details are saved, schedule your video meeting with Trevor Haug, CPA. Discuss fit, readiness, returns, years and the fixed fee before engagement.
Step 3
Share records securely
After engagement, upload requested records through TaxDome.
Step 4
Review, approve and file
We review the returns with you and complete the agreed filing steps once you approve.
Want returns plus tax-ready bookkeeping all year? Every monthly package includes business and applicable personal returns. Compare monthly packages
Questions owners ask
Ready to talk about your scope?
One form. Our team reviews your needs and confirms scope and fees before any work begins.
Get a Tax Preparation QuoteRelated
- Bookkeeping cleanup
Get QuickBooks records ready before returns are prepared.
- Tax planning
Project the current year while there is still time to plan.
- Bookkeeping vs. tax preparation
How the two services fit together.