Business and individual returns for owners and their families: the S corporation, partnership or C corporation return, the K-1s to every owner, and the owners’ own returns. Keep your own books in QuickBooks or any other system, or let our team keep them: either way, we tie the return to the books and the bank statements, and a US CPA reviews and signs every return.
The business return, the books reconciled to it, the K-1s and the owners’ returns, on a sample company.
Form 1120-S for S corporations, Form 1065 for partnerships and multi-member LLCs, Form 1120 for C corporations, and Schedule C for single-member LLCs and the self-employed.
Each owner’s share of the business, issued with the business return and ready for the owner’s personal return.
Form 1040 bringing together wages, K-1 income, interest and dividends, and rental property, for every return in the household.
Quarterly estimates planned with each filing. For bookkeeping clients they are paid from the tax set-aside in the monthly package, so April holds no surprise.
You do not need to be a bookkeeping client. If you keep your own books, we start from them, tie them to your bank statements and tax documents, and tell you in writing about any adjustment the return needs. If our team keeps your books, the return starts from numbers already reconciled every month.
Net income per books is carried to the return line by line, and gross receipts agree to the general ledger before anything is filed.
The business return, the K-1s and every family return sit on one calendar, prepared by one team.
Every return is filed with a copy ready for your lender.
Each filing ends with next year’s estimates set, so you know what to put aside from January on.
Another CPA firm’s client? We also prepare returns under your firm’s name. See overflow for accounting firms.
Baratelli CPA & Accounting, PLLC
751 East Dorchester Drive
Saint Johns, Florida 32259
