SMALL BUSINESS TAXES
Tax preparation and planning for your small business
Federal and state returns, tax planning, and tax notice support for qualifying small businesses.
TAX COMPLIANCE
Start with your business structure
Your business structure affects the returns you may need to file, how income reaches owners, and whether employment, sales, franchise, excise, or estimated tax obligations apply.
The review starts with your books, reconciled accounts, ownership, payroll, and filing history.
Scope and fees are confirmed before work begins. Additional entities, jurisdictions, amended returns, late filings, or unresolved prior-year matters may require a separate or expanded engagement.
- Sole proprietorship
- Partnership
- S corporation
Available SERVICES
Business tax services
Availability depends on engagement acceptance, professional requirements, record quality, timing, jurisdictions, and complexity.
Federal business returns
Prepare Forms 1065 or 1120-S, as applicable, with selected owner reporting based on the books and records provided
Entity classification and elections must be confirmed.
State business returns
Prepare applicable state income or business tax returns after reviewing filing history and jurisdictional requirements
Texas franchise tax
Prepare applicable Texas franchise tax and information reports using current Comptroller requirements and business records
Sales tax compliance
Selected Texas sales and use tax registration, filing, and reporting support, including review of taxable activity and filing frequency
Multistate tax coordination
Review selected income, franchise, or sales tax filing considerations when a business operates, sells, or employs workers across state lines
Estimated tax planning
Calculate estimated payments for corporations and business owners using available financial information, prior-year data, and stated assumptions
Entity tax considerations
Compare federal tax treatment for contemplated entity classifications or elections. Legal formation and governance advice may require legal counsel.
Transaction planning
Review tax considerations for selected purchases, sales, compensation changes, ownership events, and other planned transactions before implementation
Tax notice assistance
Review and response support for selected IRS, Texas Comptroller, or state notices after evaluating the notice, underlying filings, authorization needs, and deadline
TAX PLANNING
Plan before a business change
Consider the tax implications of compensation decisions, expansion plans, and year-end close. Analysis remains subject to assumptions, current law, and complete records.
Current information
Projected income, deductions, credits, distributions, and payments inform the analysis.
More than taxes
Legal, operational, cash-flow, financing, and administrative factors may also matter.
No guaranteed outcome
Tax savings, profitability, agency decisions, and penalty relief cannot be guaranteed.
KEEPING UP WITH FILINGS
Keep track throughout the year
Business filing obligations extend beyond the annual return. Estimated taxes, franchise tax, information returns, and extensions may follow different schedules.
Deadline note: Filing dates may change because of weekends, holidays, disaster relief, fiscal years, entity-specific rules, or agency action. Official instructions control.
Monthly
Reconcile accounts, review payroll activity, and keep supporting records
Quarterly
Review estimated payments and applicable sales or payroll filing obligations
Annual
Close the books, prepare information returns, and complete federal and state filings
Event-based
Review new states, workers, owners, transactions, notices, and entity changes promptly
ENGAGEMENT EXPECTATIONS
What the work depends on
Only a signed engagement agreement establishes the professional services and responsibilities for a particular business.
Defined scope
Only the services and jurisdictions identified in the engagement agreement are included
Reliable records
Preparation and advice depend on complete, accurate, and timely financial information
Timely decisions
Late records or approvals may affect delivery timing and available filing options
LET'S CONNECT
Questions about your business taxes?
Request a complimentary consultation to discuss what you’re looking for.