Tax Preparation and Review
Every return your firm files, prepared by a team that works in your software, follows your checklists and leaves a clean trail for your reviewer. Your firm reviews and signs as the paid preparer, and the client relationship stays entirely yours. Our deepest experience is in partnership returns, then S corporation, C corporation and individual returns.
10 services
What we take off your desk
Federal and state returns prepared to your standards and ready for your review.
- Partnership ReturnsCore strengthForm 1065 returns for operating partnerships, real estate funds and multi member LLCs, with accurate partner allocations.
- S Corporation ReturnsCore strengthForm 1120-S returns with shareholder basis tracking, reasonable compensation notes and state pass through entity elections.
- C Corporation ReturnsCore strengthForm 1120 returns for closely held and venture backed corporations, including consolidated groups and foreign owned companies.
- Individual Tax ReturnsCore strengthForm 1040 returns from simple wage returns to multi schedule households with rental, business, investment and K-1 income.
- Trust and Estate ReturnsFiduciary income tax returns for trusts and estates, with beneficiary schedules that tie out.
- State and Local ReturnsIncome and franchise tax returns across every state your clients file in, with apportionment done properly.
- Information ReturnsYear end information returns, prepared from clean vendor and payee data and filed on time.
- Payroll Tax FilingsQuarterly and annual payroll tax returns reconciled to the payroll register.
- Amended ReturnsAmended returns and administrative adjustment requests, prepared from the return as filed.
- Return Review SupportA structured first review of returns your own staff prepared, so your partners review less and catch more.
Which returns are your strongest?
Partnership returns (Form 1065) first, then S corporation returns (Form 1120-S), C corporation returns (Form 1120) and individual returns (Form 1040). The other federal and state returns on this page are prepared by the same team, to the same checklists.
Who signs the return?
Your firm does. We prepare and document, your reviewer reviews, and your firm signs as the paid preparer and files. We never contact your clients unless you ask us to.
Do your preparers have PTINs?
The IRS requires anyone who prepares federal returns for compensation to hold a PTIN, including preparers outside the United States, who apply with Forms W-12 and 8946. Everyone who prepares returns for us holds one.
What about client consent for offshore preparation?
Under IRC section 7216 your firm needs the taxpayer's written consent before return information is disclosed to a preparer outside the United States. We give you a consent kit and a checklist, and we do not start work on a return until you confirm consent is on file.
How is work handed over?
Through your portal, your document system or a secure workspace we set up for you. Source documents are never emailed and never stored on personal devices.
Start a conversation
Tell us what your firm needs
Start with a conversation and a small trial piece of real work. Your reviewers judge the quality before anything else is agreed.
- hello@example.comSample
- +1 (202) 555-0142Sample
- Monday to Friday, 8:00 to 18:00 US Eastern timeSample