Services03
Entity Returns.
Form 1120-S, 1065, and 1120 — prepared with an eye on the owner's return, not just the entity's.
How we work it
An entity return is only as useful as the K-1 or 1099-DIV it produces. We prepare entity returns in the context of the owners' individual returns, so basis tracking, distributions, and reasonable comp all line up.
For S-corp owners in California, we also handle the PTE elective tax and the interplay with your 540 — a detail that's easy to miss and expensive to fix.
What’s included
Every engagement is scoped against your situation. The list below is the shape of a typical engagement.
- 01Form 1120-S (S-corporations)
- 02Form 1065 (partnerships and multi-member LLCs)
- 03Form 1120 (C-corporations)
- 04California PTE elective tax
- 05Basis and capital account tracking
- 06K-1s and owner reconciliation
Who it’s for
Founders, partners, and owners of pass-through and C-corp entities.
Start the conversation
Bring us your last two returns. We’ll tell you what we’d do differently.
A thirty-minute consultation, no charge, no pressure.