Sample service · CMS template
Business tax
Returns for LLCs, partnerships and S-corps, prepared from clean books.
Code
TX
· fees are samples. Your quote is fixed before we start.
01 · Included
What’s included.
Federal and state business return
Quarterly estimate schedule
Owner K-1s where needed
Year-end tax planning call
Notice support for the year we filed
02 · Your part
What we need from you.
Year-end financial statements
Prior-year return
Asset purchases and sales
Payroll summaries
Owner distributions
Entity documents
03 · Rhythm
How it runs.
Q4
Plan
Review the year and the options before it ends.
Jan–Feb
Prepare
Draft the return from closed books.
Before the due date
File
E-file and send you copies.
04 · Questions