Partnership Tax Return Preparation With Balance Sheet

Form 1065 With Schedule L

This service is intended for partnerships and multi-member LLCs that require balance-sheet and book-to-tax reconciliation reporting in addition to Form 1065 and Schedule K-1 preparation.

When the Full Partnership Return Is Appropriate

A more complete engagement may be appropriate when Schedule L, Schedules M-1 and M-2, accounting reconciliation, or additional balance-sheet work is required.

Compare Partnership Return Preparation Options

Current Form 1065 engagement options
ScopeNo balance sheetWith balance sheet
Service and feeNo-balance-sheet return: $750 fixed feeBalance-sheet return: starting at $1,499
Included reportingFederal Form 1065, K-1 preparation and electronic filingFederal Form 1065, Schedule L, and Schedules M-1 and M-2
Listed limitsUp to two partners and one state returnUp to two partners and one state return
Outside the listed scopeSchedule L, M-1 or M-2 reconstruction; bookkeeping cleanup; special allocations; multiple states; Section 754 or 743(b) adjustmentsBookkeeping reconstruction; special allocations; multiple states; Section 754 or 743(b) adjustments; complex ownership changes

Review the complete engagement scope before paying. If the books do not reconcile, ownership has changed, or you are unsure which option fits, contact CPA of Denver for a scope review.

Partnership Return — With Balance Sheet — Starting at $1,499

What is included

  • Federal Form 1065
  • Schedule L
  • Schedules M-1 and M-2
  • Up to two partners
  • One state return

What is not included

  • Bookkeeping reconstruction
  • Special allocations
  • Multiple states
  • Section 754 or 743(b) adjustments
  • Complex ownership changes

How the engagement works

  1. Confirm that your facts fit the listed scope.
  2. Accept the engagement terms and complete secure payment.
  3. Upload the requested documents through the secure intake process.
  4. Your return or filing is prepared and receives final CPA review.
  5. You review and sign all required authorizations before filing.

Begin this engagement

Live secure checkout: You will enter payment details on Stripe. Your card is charged only when you complete payment there.

Not sure this service fits? Schedule a consultation

Services are subject to identity verification, complete documentation, signed engagement terms, final CPA review, and signed filing authorization. Additional work outside the stated scope requires approval and may involve an additional fee.