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Taxation covers preparing your return and supporting documentation, based on your income and business activity — separate from, but informed by, your bookkeeping and accounting.
Return types
Business tax preparation services calculate what a business owes and prepare the return from its income and expense records. Juris CFO prepares personal and business returns with supporting documentation. Entity type, state, and filing period affect scope, so details are confirmed with our team.
Small business tax preparation starts with your books, then applies the rules for your entity type and state. Business tax return preparation depends on structure: sole proprietors typically report on a personal return, while partnerships, S corporations, and C corporations file their own.
Many owners need personal and business tax preparation together, since owner income often depends on the entity's results. LLC tax preparation and S corp tax preparation depend on how the entity is classified for tax.
Planning
Tax planning for small business means reviewing profit and estimated payments during the year, not only after it. It works best with current books. Strategy and legal advice should be confirmed with a qualified adviser, and representation or audit defense is not part of our standard scope.
What's included
What you get
Custom quote — scoped to your needs
Good fit
Not included
Before you reach out
It depends on entity type, number of entities, record quality, states involved, and whether personal returns are included. Juris CFO provides a tailored quote after a short consultation rather than a published price.
Typically when it has employees, multiple owners, income in more than one state, or records it cannot confidently reconcile. Engaging help before the deadline leaves time for review. Juris CFO can confirm scope in a short consultation.
For calendar-year entities, typically mid-March for partnerships and S corporations and mid-April for C corporations and sole proprietors, with extensions often available. State dates can differ, so check your state and confirm with our team.
Yes. Juris CFO prepares personal and business returns with supporting documentation. If you are unsure whether you need a personal return, a business return, or both, our team can help work that out before any pricing conversation.
Typically prior returns, year-end financial statements, payroll summaries, and records of income and larger expenses. Current, reconciled books make preparation smoother. Juris CFO confirms the exact document list for your entity during consultation.
Not quite right?
Recording every transaction accurately, so the numbers underneath your business are never in question.
Learn moreTurning recorded transactions into reviewed, reconciled, and explained financial performance.
Learn moreSenior-level oversight of your accounting function — without hiring a full-time controller.
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