Entity Classification & Period
Entity information and tax year to be included in the engagement.
UNITED STATES · SERVICES
Business Tax Return
Before preparing a business return, we need to understand the books. We identify the period, entity classification and available documents to define tax preparation and any cleanup work.
SCOPE AND CAPABILITIES
What we can organize through this service.
The proposal confirms the deliverables, periods and documents included in the engagement.
Supporting books
Balances, reconciliations and records used in preparation.
Owner information
Required information about ownership, compensation and distributions within scope.
Preparation & Authorizations
Return preparation, review, outstanding items and filing instructions.
HOW WE WORK
From the first conversation to delivery, know what to expect.
Context
We understand your needs, the period and the available documents.
Proposal
We define deliverables, responsibilities, fees and terms.
Preparation
We organize the work and identify outstanding information.
Review & Delivery
We review the agreed deliverables and explain the next steps.
FREQUENTLY ASKED QUESTIONS
Get answers before you engage us.
These answers help with the first contact. Your engagement considers your circumstances and supporting documents.
01My bookkeeping is behind. Can I still request a proposal?+
Yes. Tell us the periods and approximate transaction volume. We will assess whether cleanup is needed before tax preparation.
02Do you prepare Forms 1120 and 1120-S?+
Preparation depends on the company's confirmed classification and needs. Tell us which return you need so we can evaluate the scope.
03Does the price include state obligations?+
The proposal identifies which obligations, periods and states are included.
TALK TO INTER ONE
Need Business Tax Return?
Tell us your needs and the period. You receive the scope, deliverables and terms before engaging us.