The 15 March deadline is not missed
Partnership and S-corp penalties are charged per owner, per month, even when no tax is owed.
Business Tax
The entity return and the owner returns, prepared as one package
K-1s flow straight through to the owners without a hand-off — which removes the single most common source of filing errors in small business.
A business return is only as good as the books behind it. Before we prepare anything we reconcile the year, confirm that owner compensation and distributions are recorded defensibly, and sweep for deductions and credits that were missed while the year was running.
Then we file the entity return and the personal returns together, so nothing is lost between the two. If your books are behind, we quote the clean-up separately and fix it first — filing on top of unreconciled records is how errors become permanent.
Scope
What’s included
Partnership and S-corp returns
Forms 1065 and 1120-S federally, with California Forms 565 and 100S, and K-1s issued to every owner.
Corporation returns
Form 1120 and California Form 100, including fiscal-year filers.
LLC filings
California Form 568, the annual franchise tax and the gross-receipts LLC fee, calculated and scheduled.
Owner returns filed together
Personal returns prepared alongside the entity so K-1 figures never have to be re-keyed.
Depreciation schedules
Fixed assets tracked properly across additions, improvements and disposals.
Deadline calendar
Every federal and California date for your entity type, with reminders that reach a person.
Outcome
Why it matters
One firm, one set of numbers
Books, payroll and returns prepared in the same office means the ledger always agrees with the filings.
Audit-ready workpapers
We keep the support behind every position. If a notice arrives, the file already exists.
Process
How it works
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Books review
We look at the current state of the accounting and tell you honestly whether a clean-up is needed first.
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Reconcile and close
The year closed properly, with adjusting entries booked before anything is filed.
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Prepare and review
Entity and owner returns prepared together, then checked by a senior reviewer.
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File and confirm
E-filed, acknowledgements tracked, K-1s delivered and next year’s estimates set.
Suited to
Who this is for
- Single-member and multi-member LLCs
- S-corporations and partnerships with several owners
- C-corporations, including fiscal-year filers
- Businesses filing in more than one state
- Owners whose books need cleaning up before filing
FAQ
Questions
Yes, but we clean them up first and quote that separately as a fixed-fee project. Filing on top of unreconciled records produces a return nobody can defend, and it usually costs more in the long run than fixing the books once.
Partnerships and S-corporations are due 15 March; C-corporations and single-member LLCs reporting on Schedule C are due 15 April. Extensions move the filing date but never the payment date — tax owed is still due on the original deadline.
We handle the planning that comes with compliance — entity elections, reasonable compensation, depreciation choices and estimated payments. Advanced strategy work such as cost segregation, retirement plan design or wealth structuring is handled by our sister practice, Herbert Financial Group, and we refer you across when that is what the situation calls for.
Often needed alongside this
Other services
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Small Business Accounting
Reconciliation, statements, ledger and close — delivered on a published date each month, for less than a part-time bookkeeper costs.
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Business Formation & Entity Selection
The structure you choose in week one decides what you pay in tax for years. We pick it with the numbers in front of us, then file everything that has to be filed.
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Bookkeeping & Catch-Up
We rebuild the periods in order, reconcile them properly, and then move you onto a monthly rhythm so it never happens again.
Let’s find out what you should actually be paying.
Thirty minutes with an Enrolled Agent, at no charge. Bring last year’s return and we will tell you plainly what we would do differently — and what it would cost.