Business owners
For owners who need to organize their entity information, business activity, and financial records for tax preparation.
OPTIMUM / BUSINESS TAXYour business story.
Your business story.
A clearer tax picture.
Bring your company’s records, activities, and questions together for a focused tax preparation process.
THE OPTIMUM DIFFERENCEA focused service.
A focused service.
A practical starting point.
We start by understanding your needs and confirming the scope of the work.
01
Entity & activity
Start with your entity information, ownership, and the work your business performs.
02
Financial records
Bring together income, expenses, payroll records, and existing financial reports as applicable.
03
Preparation scope
Confirm the returns, timing, document requirements, and professional-service fees relevant to your business.
Understand the serviceWho it helps.
01 / WHO IT SUITS 02 / DEFINE YOUR DELIVERABLES 03 / YOUR ROLE
Who it helps.
What to agree before we begin.
Agree the scope
Discuss the entities and periods involved, required returns, financial records, and any separately scoped bookkeeping cleanup.
Prepare for the work
Identify your entity, ownership, and where the business operates. Confirm what work is included and who provides each record.
After your inquiry
Your request is recorded with a reference number. Discuss your circumstances with our team, confirm the work and fees, and arrange the appropriate method for sending records. Submitting a form does not begin preparation or create a software account.
Discuss business tax ↗BEFORE WE TALKA little organization.
A little organization.
A more useful conversation.
These records provide a starting point. Your exact document needs will be confirmed for your circumstances.
✓Entity and ownership information
✓Financial statements and transaction records
✓Prior-year business returns and relevant payroll records
Ask us for an approved document-sharing method before sending sensitive records.
YOUR QUESTIONS, ANSWERED
Browse all FAQs ↗Business tax FAQ
What business information should I bring?
Start with entity and ownership details, prior-year business returns, financial statements, transaction records, and relevant payroll information. We will confirm additional requirements for your business.
Can I discuss which returns my business needs?
Yes. Tell us how the business is organized, where it operates, and whether its ownership or activity has changed. The appropriate preparation scope is determined from your circumstances.
What if my books are not ready?
Tell us how current your records are and which months or accounts need attention. Bookkeeping cleanup may need to be scoped separately before tax preparation can proceed.
Are bookkeeping and business tax preparation included together?
They are separate services unless an agreed engagement includes both. Confirm deliverables, timing, responsibilities, and fees before work starts.
Can you help with more than one business?
Include the number of entities and a brief description of each when requesting a consultation. Each entity’s records and preparation needs should be assessed separately.
How are business tax fees determined?
Fees depend on the agreed work, entity and return complexity, and the condition of the records. Request a consultation for a scope and fee discussion; free software access does not include professional preparation.
LET’S MOVE FORWARD
Request a consultation ↗Let’s talk about your business tax.
Tell us where you are today. We’ll help define the next conversation.