Business tax return pricing depends heavily on the quality of the accounting records and the reporting required on the federal return. A straightforward return with complete books is materially different from a return requiring bookkeeping reconstruction or balance-sheet reconciliation.
Why Is a Balance-Sheet Return More Expensive?
A return requiring Schedule L generally requires beginning and ending balance-sheet accounts to agree with the accounting records. The return may also require book-to-tax reconciliation through Schedules M-1 and M-2 or related tax workpapers. That additional accounting review increases the preparation work.
Does the Fixed Fee Include Bookkeeping Cleanup?
No. Fixed-fee business return pricing assumes the client provides complete and reconciled books. Cleanup, reconstruction, unreconciled accounts or missing records are separately scoped.
What Can Increase the Cost of a Business Return?
- Schedule L and balance-sheet reporting.
- Book-to-tax reconciliation issues.
- Multiple states.
- Ownership changes or complex partner/shareholder basis.
- Special allocations or unusual elections.
- Bookkeeping cleanup or reconstruction.
S Corporation Tax Return Options
See our S corporation return without balance-sheet service and S corporation return with balance-sheet service.
Partnership Tax Return Options
See our partnership return without balance-sheet service and partnership return with balance-sheet service.