Your industry worksheet
Business Organizer (PDF, 102 kb)
Our P&L worksheet for your profession.
The full-stack engagement
Most of our small-business clients use us for bookkeeping, payroll, and tax together. The integration matters: owner compensation decisions made in July show up correctly on the 1120-S in March and the 1040 in April without back-and-forth.
Biggest planning levers
These are the decisions that most meaningfully change a small business owner's tax bill:
- Entity type (LLC, S-corp, C-corp, partnership) and tax election timing
- Reasonable salary analysis for S-corp owner-employees
- Retirement plan design: Solo 401(k), SEP, SIMPLE, Defined Benefit
- Section 179 and bonus depreciation on equipment
- Qualified Business Income (Section 199A) deduction planning
- Health insurance deduction for self-employed
- Home office deduction
Have a specific situation?
Call the office and a human answers.
Common questions
- How often should I talk to my accountant?
- Once a year is filing. Quarterly is the minimum for planning. Monthly is appropriate for active growing businesses.
- What's the cheapest retirement plan to set up?
- SEP-IRA or Solo 401(k). Both are easy to establish. Solo 401(k) allows higher contributions and a Roth option; SEP is administratively simpler.
Related
Business Tax Planning
S-corp reasonable salary analysis, entity elections, retirement plan structuring, and Section 179 planning for small business owners.
Corporation & Partnership Tax Returns
Forms 1120, 1120-S, and 1065 preparation for corporations, S-corps, and partnerships. Multi-state filings handled.
Monthly Bookkeeping
Monthly, quarterly, and annual bookkeeping with a detailed report and balance sheet. QuickBooks-ready files.