Kyle Milner, CPATax & Advisory
707-940-8844
Call Kyle at 707-940-8844

Business tax preparation

Your business return and your personal return can be handled in the same engagement.

I prepare returns for partnerships, LLCs, and corporations, as well as their owners. You get the returns prepared, an explanation of what you owe, and instructions for paying it.

If you also want help during the year, Collaboration includes estimated payments and routine questions. When profit changes, we can update the numbers so you know what to set aside for tax.

Services and fees

Annual filing is for new clients filing by the original deadline. Collaboration adds help during the year, a video explanation of your return, and a year-end check-in.

We’ll agree on a fixed fee before starting. Get an initial estimate.

Annual filing

For when you need your business return prepared and filed.

Starting at$2,750per year · business return

  • Federal business return, one state, and owner K-1s where applicable
  • Questions and payment guidance during preparation
  • For new clients filing by the original deadline
More about what’s included

Returns and support included

This covers one entity’s business return and owner or partner K-1s where applicable, along with filing amounts and payment dates. The proposal lists whether your personal return is also included.

Filing schedule

Tax-ready books and complete documents are due by February 28, with accounts reconciled. For new clients, Annual filing is available for the original filing deadline only. If you need an extension, we’ll discuss the service and fee before starting.

Notice support

Routine IRS or state notices related to returns we prepared are included. Audits, exams, appeals, and extended representation need a separately agreed scope.

Estimate your fee

Collaboration

Your return handled, with help figuring out what to pay when income changes.

Starting at$4,500per year · business return

  • Annual business return and owner K-1s where applicable
  • Estimates and projection updates when income changes
  • Routine tax questions during the year
  • Recorded explanation of your return
  • Year-end check-in
More about what’s included

Return scope

This covers one entity’s federal business return and one state return, with owner or partner K-1s where applicable. The proposal lists whether your personal return is also included. Up to three hours of routine year-end tax adjustments are included. Further bookkeeping cleanup or reconstruction is discussed separately.

Estimates, questions, and the year-end check-in

If profit changes, you can ask what to set aside or whether to adjust a payment. We calculate estimates for the taxes in your engagement using the information you provide. We also check in near year-end about expected tax and remaining payments; timing depends on your circumstances and when the figures are available.

Recorded explanation

You receive a video explaining the result, what changed, what to pay, and what needs your attention. You can watch it when it suits you.

Additional work and notice support

Routine questions and estimate updates are included. If answering a question needs more extensive analysis or help carrying out a decision, we’ll explain the additional work and fee before starting. Routine notices on returns we prepared are included; audits, exams, appeals, and extended representation are agreed separately.

Estimate your fee

We’ll agree on the work, fee, and timing before starting. Business returns require reconciled books. If prior-year problems or unfinished bookkeeping need attention, we’ll discuss what needs to happen first.

Questions about owner pay or a business decision

If you’re deciding how much salary to take, whether to elect S corporation treatment, or how to structure a transaction, you may need more than a return prepared. We can discuss the question, the tax calculations that would help, and the fee for any additional work.

Read about owner salary, S corporation elections, or owner pay and distributions.

Looking for a CPA for your business?

Tell me which returns you need help with and when you hope to get started.

Start with a message

You can also book a 15-minute intro or call 707-940-8844.