SMALL BUSINESS TAXES
Business tax support built around the entity and its records.
Federal and state return preparation, Texas reporting, selected sales tax and multistate matters, planning, and notice support for qualifying small businesses.
SCOPE BEFORE SERVICE
Entity structure, jurisdictions, accounting records, payroll, ownership, deadlines, and prior filings are reviewed before an engagement is accepted.
TAX COMPLIANCE
The filing requirements follow the business.
The form of a business affects which returns may be required, how income reaches owners, and whether employment, sales, franchise, excise, or estimated tax obligations apply. Complete books and reconciled accounts provide the starting point for return preparation.
Service scope and fees are confirmed before work begins. Additional entities, jurisdictions, amended records, late filings, or unresolved prior-year matters may require a separate or expanded engagement.
- Sole proprietorship
- Partnership
- S corporation
- C corporation
Available SERVICES
Support for recurring and event-driven needs.
Availability depends on engagement acceptance, professional requirements, record quality, timing, jurisdictions, and complexity.
Federal business returns
Preparation of Forms 1065, 1120-S, or 1120, as applicable, with related owner reporting based on the books and records provided.
Entity classification and elections must be confirmed.
State business returns
Preparation of applicable state income or business tax returns after nexus, filing history, and jurisdictional requirements are evaluated.
Texas franchise tax
Preparation of applicable Texas franchise tax and information reports based on current Comptroller requirements and business records.
Sales tax compliance
Selected Texas sales and use tax registration, filing, and reporting matters may be included after taxable activity and filing frequency are reviewed.
Multistate tax coordination
Review of selected income, franchise, or sales tax filing considerations for businesses operating, selling, or employing workers across state lines.
Estimated tax planning
Estimated payment calculations for corporations and business owners using available financial information, prior-year data, and stated assumptions.
Entity tax considerations
Comparison of federal tax treatment for contemplated entity classifications or elections. Legal formation and governance advice may require legal counsel.
Transaction planning
Tax analysis for selected purchases, sales, compensation changes, ownership events, or other contemplated transactions before implementation.
Tax notice assistance
Review and response support for selected IRS, Texas Comptroller, or state notices after the notice, underlying filings, authorization needs, and deadline are evaluated.
TAX PLANNING
Planning starts with current information.
Business planning may be useful before a major transaction, ownership change, compensation decision, expansion, or year-end close. Analysis remains subject to assumptions, current law, and complete records.
Forecasts inform estimates.
Projected income, deductions, credits, distributions, and payments affect the analysis.
Tax is one consideration.
Legal, operational, cash-flow, financing, and administrative factors may also matter.
Outcomes are not promised.
Tax savings, profitability, agency decisions, and penalty relief cannot be guaranteed.
COMPLIANCE RHYTHM
Recurring obligations require a reliable calendar.
Annual returns represent only one part of a business tax cycle. Estimated taxes, franchise tax, sales tax, payroll filings, information returns, and extensions can 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 preserve 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
Clear responsibilities support the work.
Only a signed engagement agreement establishes the professional services and responsibilities for a particular business.
Defined scope
Services and jurisdictions not identified in the engagement agreement are not 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 a tax or accounting need?
A complimentary initial conversation can help determine whether the requested service aligns with the firm’s scope and availability.