Section B · Desk B3
Business and Owner Returns, Filed Without Drama
Drafted from clean books, reviewed by a CPA, filed on time or extended on purpose. One fixed fee per return, quoted before we start.
What we need from you
If we keep your books, the list is short: we already have most of it. If we do not, the list is longer, and that is fine. We send a checklist made for your business, not a generic twelve page form, and a secure upload link so nothing travels by email.
Most owners can gather everything in one evening. The rest we chase for you, politely, with a reminder that says exactly which statement is missing and where to find it.
- Last year's business and personal returns
- Year end statements for every bank, card and loan
- Payroll reports and contractor payments
- Big purchases: vehicles, equipment, property
- Any letters from a tax agency, opened or not
- Estimated payments you made during the year
The calendar, in general terms
| When | What happens |
|---|---|
| January | Contractor forms go out. We close December and send your checklist. |
| February | Documents come in. Bookkeeping clients get drafts first. |
| March | Partnership and S corporation returns are due in most years. We file or extend. |
| April | Owner and C corporation returns, plus the first estimate of the new year. |
| Summer | Extended returns get finished calmly, not in a rush. |
| Fall | Extended deadlines, then the October planning meeting for next year. |
Fees by entity
| Sole proprietor | $650 to $950 |
|---|---|
| Single member LLC | $650 to $950 |
| Partnership or multi member LLC | $1,300 to $2,000 |
| S corporation | $1,400 to $2,100 |
| C corporation | $1,600 to $2,400 |
Sole proprietor and single member LLC fees include the business schedule on the personal return.
Extensions, explained
The short version: an extension gives you more time to file the return. It does not give you more time to pay. If tax is owed, an estimate goes in with the extension so the bill does not grow while we finish.
We extend on purpose, not in a panic. If a partner's numbers are late, or a big purchase needs a closer look, extending is usually the careful choice. You will know in February whether yours is on the list.
"An extension is a plan. A late return is a problem."
Arturo Mendez, tax lead
Want a lower bill next year rather than a faster one this year? That is the October planning meeting. Books not ready? Start with the catch up desk. Already clean? Monthly bookkeeping keeps it that way, and you can write to the desk any time.