Business owner tax situations
Personal tax preparation for owners with entity income, K-1s, and business-related tax issues.
This service page is designed for taxpayers whose personal returns are affected by business ownership — including pass-through income, corporate compensation, owner distributions, business losses, and estimated tax obligations.
LLC
LLC owners and members
Personal returns for single-member LLC owners, multi-member LLC members, and taxpayers receiving LLC-related K-1 or Schedule C income.
S Corp
S corporation shareholders
Schedule K-1 reporting, W-2 officer wages, distributions, shareholder basis awareness, and personal tax return coordination.
1065
Partners and partnership K-1s
Partner income, guaranteed payments, passive activity items, losses, basis notes, and personal reporting from partnership Schedule K-1s.
1120
C corporation owners
Officer payroll, shareholder dividends, stock ownership, reimbursements, loans, and personal income related to corporate ownership.
EST
Estimated tax planning
Quarterly payments, withholding adjustments, safe harbor calculations, and planning for income that is not covered by payroll withholding.
Multi
Multiple entities or states
Personal tax preparation for owners with more than one entity, multiple K-1s, state filings, or income connected to different jurisdictions.