Business tax compliance
Federal, state, and applicable local filings for partnerships, S corporations, LLCs, and C corporations, together with extensions and an organized compliance calendar.
Business Tax
Year-round business tax planning, coordinated with compliance.
Understand the tax consequences before important decisions are final, keep filings coordinated, and replace year-end surprises with a deliberate planning calendar. This is an ongoing relationship for established privately held companies.
When this model fits
Business tax planning throughout the year.
This service is designed for established privately held companies seeking an ongoing relationship that connects required filings with decisions made throughout the year. The strongest fit usually involves recurring complexity, a changing business, or planning needs that cannot be addressed through a once-a-year process.
When the accounting function also needs a more reliable close or stronger reporting, the relationship can be coordinated through the combined Business Accounting & Tax solution.
Often a strong fit when
- Multiple entities, owners, or jurisdictions increase complexity.
- Management wants planning before year-end decisions are final.
- New states may create additional filing obligations.
- Accounting information and tax planning follow separate calendars.
- Financing, ownership, or transaction plans require advance analysis.
- Company and related owner requirements need clearer coordination.
What a scope may include
Connect compliance with the decisions behind it.
Each engagement is shaped around the company’s entities, ownership, operating footprint, accounting information, filing requirements, and upcoming decisions.
Year-round planning
Tax projections, estimated-tax calculations, timing analysis, relevant elections, and tax analysis of entity structure before material decisions are made.
Multistate matters & credits
Review of potential nexus, filing footprint, and apportionment considerations, together with assessment and coordination of potentially applicable credits and incentives.
Ownership & transaction planning
Tax analysis for ownership changes and anticipated business sales, coordinated with legal and transaction advisers. Related owner matters may be incorporated when they arise from the business engagement; broader personal, trust, estate, or charitable tax needs may be addressed through Private Client Services.
How the relationship works
A calendar designed around decisions as well as deadlines.
Understand the tax profile
Review the entities, ownership, prior filings, operating footprint, accounting information, and upcoming decisions.
Establish the plan
Define filing requirements, information needs, planning checkpoints, responsibilities, timing, and fees in a written scope.
Plan before decisions
Update projections and evaluate relevant tax considerations while management still has time to weigh available options.
Coordinate as things change
Work with the company’s accounting team and other advisers when appropriate and revisit the plan as the business changes.
When growth adds tax complexity
Growth has made the company’s tax obligations more complex.
When a pass-through business expands into additional states, entity filings, owner distributions, and estimated payments can quickly become harder to coordinate. Reviewing the filing footprint, assessing state obligations and relevant elections, updating projections, and organizing requirements within one business-tax calendar gives owners a more controlled process and time to make better-informed decisions.
Related reading
Prepare for decisions before the filing deadline.
Use these practical guides to organize a year-round planning rhythm and recognize when growth may create new state tax obligations.
Before we begin
What types of business entities do you serve?
We work with privately held partnerships, LLCs, S corporations, and C corporations. Fit depends on the company's complexity, needs, and desired relationship, not only its entity type.
Is this a year-round relationship or only return preparation?
The relationship is designed to connect required filings with planning during the year. The appropriate schedule depends on the company's complexity, upcoming decisions, and filing calendar.
How do you approach multistate tax obligations?
We review where the company has customers, employees, property, and operations, then assess potential filing, nexus, and apportionment considerations. The resulting scope depends on the company's specific facts.
Can you coordinate with our accounting team and other advisers?
Yes. We can coordinate with the company's internal accounting team, Client Accounting Services, legal counsel, payroll providers, and transaction advisers where the engagement calls for it.
How is the engagement scoped and priced?
After reviewing the company's entities, filing requirements, operating footprint, planning needs, and timing, we provide a written proposal describing the services, responsibilities, schedule, and fee.
Bring the next tax decision into view.
Share what is changing in the company, ownership, operating footprint, or transaction plans. We’ll discuss where earlier analysis could create better options.
Discuss Your Tax Priorities