Business Tax Return Services

For clients with a business including consultants, freelancers, LLCs, and S-Corps.

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

  • LLCs taxed as S‑Corporations

  • 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.

Whether you're filing a Schedule C or 1120S, 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, please 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.

Upload Instructions

Step 1: Download the Form

  • Click the Business Intake Form (PDF) button below

  • Once the file opens, download it, and save it to your computer

Step 2: Complete the Fillable PDF

  • Open the form using Adobe Reader or your PDF viewer

  • Review & sign the Engagement Letter, Privacy Policy, and Form 7216

  • Complete the Business Intake Form

  • Save the completed form to your device

Step 3: Upload to Our Secure Portal

Click the Upload Completed Form button below to open our encrypted upload page.

  • Attach your saved PDF and any required documents

  • Enter your name, email, and hit send

Your information is protected with end-to-end encryption for safe document transfer.

Step 4: Confirmation

After uploading, you’ll see an on‑screen confirmation.
We’ll review your form and reach out if any additional information is needed.

Business Intake (PDF)
Secure Document Upload