Business Tax Return Services
For clients with a business including consultants, freelancers, and LLCs.
Running a business comes with enough responsibilities — your tax return shouldn’t be one of the stressful ones. This page is for all clients with a registered or unregistered business, including:
Single‑Member LLCs
Sole proprietors operating under a EIN or SSN
Consultant/Freelancers
Side-hustle/Side-gigs
If you operate a registered or unregistered business, please complete the Business Intake Form—even if you're the sole owner or your LLC is taxed on your personal return. This helps ensure we capture the correct information for accurate, compliant, and optimized tax preparation.
We provide streamlined support and year‑round guidance to keep your business organized and prepared. Our goal is to make your filing process simple, accurate, and stress-free.
Note: If you would like us to prepare both your individual and business tax returns, you will be asked to complete both the Individual and Business Intake Forms.
Why complete a business intake?
1. A separate business tax intake properly captures your business income, expenses, and deductions.
2. This ensures cleaner records, fewer errors, and faster tax preparation.
3. Most importantly, it allows us to uncover potential tax savings that might be missed when business information is combined with personal details.
NOTE: Business Intake Forms will be provided after your virtual new client appointment.