Business tax preparation with accuracy, clarity and a year-round perspective.
Your business return reflects your revenue, expenses, payroll, assets and the decisions made all year. We prepare it — and help you understand how it connects to your books, compliance and personal taxes.
Different structures have different filing responsibilities.
The return your business must file depends on how it's formed and classified for federal tax purposes. An LLC doesn't automatically determine this — it may be taxed as a disregarded entity, partnership, S-Corp, or corporation. We review your entity and prior filings first.
Prepared around your entity's specific requirements.
Sole Proprietorship & Single-Member LLC
Reported with the owner's personal return.Generally reports on Schedule C. Requires complete income records, supportable expenses and organized bookkeeping.
Explore Self-Employed Tax Prep →Partnership Tax Returns
Form 1065 for partnerships & multi-member LLCs.Each partner gets a Schedule K-1. We review ownership %, contributions, distributions, guaranteed payments and basis.
S Corporation Returns
Form 1120-S for elected S corporations.Officer compensation, distributions, shareholder health insurance and payroll compliance all get reviewed.
C Corporation Returns
Form 1120 for corporations taxed separately.Corporate income, officer compensation, dividends, shareholder loans, retained earnings and fixed assets.
Final & Inactive Business Returns
Closing doesn't end your filing duty.Stopped operating? A final federal or state return may still be required, even after closing with the state.
A return is only as reliable as the records behind it.
A return prepared from incomplete or inaccurate books can create real problems:
An organized business tax preparation process.
- Review of prior-year business tax returns
- Review of year-end financial statements
- Preparation of the federal business return
- Preparation of applicable state returns
- Review of income and expense classifications
- Review of balance-sheet accounts
- Review of owner or shareholder activity
- Review of payroll and officer compensation
- Reporting of assets and depreciation
- Preparation of Schedules K-1, when applicable
- Electronic filing when available
- Electronic signatures
- Explanation of the general tax result
- Coordination with the owner's personal return
Bookkeeping, payroll corrections, amended returns, tax planning and notice assistance are priced separately.
A structured process from financial review to filing.
Initial Business Review
We review entity type, ownership, filing history and current needs.
Engagement & Document Request
Engagement agreement, invoice and secure document request via the portal.
Submit Financial Records
P&L, balance sheet, ledger, bank statements, payroll, assets, loans.
Bookkeeping Review
We check for completeness. Tax prep isn't a substitute for bookkeeping.
Tax Return Preparation
Federal and applicable state returns prepared once records are complete.
Questions & Clarification
We may ask about unusual transactions, loans, distributions or assets.
Review & Explanation
We walk through the result and what it means for the business and owners.
Signature & Filing
Signatures and payment complete, then electronic filing when eligible.
Delivery & Next Steps
Your return arrives via the portal, with recommendations for next year.
Complete records help us prepare a more reliable return.
Entity & Ownership
- Legal name, EIN, address, entity type
- Ownership percentages & changes
- Formation documents & operating agreement
- Prior-year return, S-Corp approval letter
Financial Reports
- Year-end P&L and balance sheet
- General ledger, trial balance
- Bank reconciliations
- A/R and A/P, inventory reports
Income Records
- Gross receipts or sales
- Forms 1099-K, 1099-NEC received
- Merchant processor reports
- Refunds and discounts
Payroll Records
- Forms W-2, W-3, 941, 940
- State payroll reports
- Officer compensation
- Owner health insurance, retirement
Assets & Financing
- Equipment, vehicle, furniture purchases
- Loan and line-of-credit statements
- Asset sale documents
- Prior depreciation schedule
Owner Activity
- Capital contributions, owner draws
- Shareholder distributions
- Guaranteed payments, loans
- Personal/business expense crossover
Tell us what changed during the year.
Business Taxes & Bookkeeping
The quality of the return depends on the quality of the books — a P&L alone often isn't enough for a partnership, S-Corp or C-Corp.
Explore Monthly Bookkeeping →Business Taxes & Payroll
Payroll reporting must agree with the tax return. S-Corp shareholders performing services may have payroll responsibilities.
Explore Payroll Services →Business & Personal Coordination
Schedule K-1s can affect your taxable income, estimated payments, and basis. The business return usually finishes first.
Explore Personal Tax Preparation →Preparation vs. Planning
Filing reports the past. Planning reviews the current year before it ends — compensation, distributions, timing, and more.
Explore Tax Planning →Prior-Year & Amended Returns
Behind on filing, or need to correct one? Unfiled returns, amendments, and late S-Corp elections may all be possible.
Request a Business Tax Review →IRS & State Business Notices
Late filings, payroll discrepancies, franchise tax, entity classification — we'll explain the issue and the next step.
Request Notice Assistance →Business tax preparation with context and clear communication.
We Understand the Books
Our accounting background helps us catch inconsistencies between reports, payroll and filings.
We Review Owner Activity Carefully
Contributions, draws, distributions, loans and reimbursements, classified and documented correctly.
We Explain the Tax Result
You'll understand how the return affects the company and its owners — not just get a filed form.
We Coordinate Both Filings
When engaged for both, we manage the relationship between the business and personal return.
Bilingual Support
Services and client communication are available in English and Spanish.
We Look Past the Deadline
We flag bookkeeping, payroll, compliance or planning matters that need attention during the year.
Quick answers before you get started.
When is my business tax return due?
It depends on the entity and tax year. Calendar-year partnerships and S corporations generally have an earlier deadline than individual and C corporation returns. We'll confirm your specific deadline.
Can you prepare my return if my books are not complete?
Not reliably from materially incomplete records. Catch-up, cleanup, or year-end bookkeeping may be needed first.
Do you need a balance sheet?
Partnership, S-Corp and C-Corp returns often require accurate balance-sheet information — the exact requirement depends on your return and entity size.
Can you prepare my business and personal returns?
Yes. We coordinate both when the business activity flows into your personal return.
Can you guarantee that I will not owe taxes?
No. The result depends on profit, owner activity, prior payments, payroll, entity type and applicable rules.
Do you prepare returns for businesses outside Texas?
Yes — remote tax preparation for businesses in multiple states, depending on the states and activity involved.
Can you file an extension?
Yes, if requested before the deadline with the information needed to prepare it. An extension gives more time to file, not more time to pay.
Does an extension increase audit risk?
No, filing a valid extension does not automatically increase audit risk. The return still needs to be accurate and filed by the extended deadline.
What happens if the business owes taxes?
We'll explain the reported balance and payment options. Payment-plan assistance or resolution may need a separate engagement.
Is tax planning included?
No. Tax planning is a separate service performed before year-end using current financial data and projections.
Fees are based on scope and complexity.
Entity type, number of owners and states, condition of the bookkeeping, balance-sheet complexity, payroll issues, and ownership changes all factor in. A partnership, S-Corp or corporation return requires more review than a basic Schedule C. After reviewing your business, we'll communicate the scope and fee.
Bookkeeping cleanup, payroll corrections, amended returns, tax planning and notice assistance are priced separately.
Accurate preparation requires complete, timely information.
- Providing complete financial records
- Maintaining supporting documentation
- Disclosing all bank and financial accounts
- Reporting all business income
- Identifying personal expenses paid by the business
- Providing accurate ownership information
- Disclosing contributions, distributions and loans
- Providing payroll and contractor records
- Responding to questions promptly
- Reviewing the return before signing
Ready to prepare your business tax return?
Whether your business is a partnership, S-Corp, corporation or sole proprietorship, we'll help you understand the documents, process and next steps.
Business tax preparation connected to your books, your compliance and your goals.
ServiAmigo Tax & Advisory provides business tax, bookkeeping, payroll and advisory services for small business owners.
Based in Magnolia, Texas. Serving clients nationwide. Service available in English and Spanish.