Tax returns & payroll
Business and personal filings, wage reporting and supporting records, coordinated with the planning happening throughout the year.
Prepare and coordinate the agreed federal and state filings for business entities and individuals. Business and family-member returns can be discussed together, with each taxpayer’s services, fees and authorizations identified in the engagement.
Coordinate with your payroll provider, reconcile payroll to the ledger and review wage and withholding questions. Keep owner payroll, reporting dates and tax-planning conversations connected.
Discuss information-return preparation, vendor W-9 collection, reporting accuracy and corrected forms. Review the facts behind worker-classification and multi-state payroll questions where relevant.
Address missing returns, filing extensions and records needed to complete outstanding work. Filing and payment responsibilities, deadlines and any additional catch-up work are clarified before proceeding.
Prepare, review and coordinate the filings behind your business.
Connect what you pay people with what you report and plan.
Your business decisions and your personal return belong in the same conversation.
These are service topics for discussion, not a promise that every task is included in every engagement. Scope, fees, authorization and any specialist involvement are agreed individually. Tax savings, agency outcomes and business growth are not guaranteed.
Connect the work, not just the tasks
Ongoing tax planning is considered as we work through your accounting, not saved for a single year-end conversation.
Your agreed monthly services are included in your monthly accounting fee. We define the scope up front; returns, family-member work, catch-up projects, representation and specialist services are included only when specified in your engagement. Ask us for a tailored quote.