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Please fill out our “Business Intake Form” below and verify that you have the correct entity and all pertinent information necessary to file your return. Incorrect information can lead to a delay in processing.

Click on the link below that corresponds to your business entity to access a fillable excel sheet for you to record income and expenses for the year.

Partnership/LLC income and expense-sheet

S-Corporation Income and Expense Sheet

Corporations

Corporations that have incorporated as a C-Corp or an S-Corp are required to file an annual tax return. According to IRS mandates, all corporations must file an annual tax return regardless of whether the corporation was not profitable during the fiscal year. A Corporate tax return must also be filed prior to the Individual (1040) tax return.  

Corporate Tax Deadline: S-Corp (March 15) and C-Corp (April 15). If you cannot meet this deadline, please fill out an extension form and we will be happy to help you request a 6-month extension. 

Partnerships / LLCs

Single Member LLCs: Please fill out your income and expenses here. Income and expenses for single member LLCs will be included on a Schedule C within your individual tax return (1040). You do not need to file a separate LLC tax return.  

Multi-member LLCs (Partnership): Income and expenses for multi-member LLCs will be reflected in a Schedule K-1 that will be included on Form 1065 within your individual tax return (1040). You do not need to file a separate LLC tax return.