Starting at $500 (State filing fees are included)

LLC Tax Preparation

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Items Needed To Prepare Your LLC Return

PRIOR YEAR TAX RETURN Make sure to come with your previous year’s tax return. This 1) helps the tax accountant get a better understanding of your business, and 2) gives quick information about the deductions your company has (or hasn’t) been taking.
2) Balance Sheet
3) Statement of Cash Flows

The profit and loss report shows your business’s overall profit (or loss) for the year, while the balance sheet displays your company’s assets and liabilities. The statement of cash flows shows all transactions affecting your business’s cash account.

You should be able to print these basic financial reports from nearly any accounting software program, though report availability varies from software to software. Contact your accountant or tax preparer to see if there are any additional reports they might require or find helpful.
BUSINESS ASSET INFORMATION Your accountant will need to know about any assets you’ve bought, sold, or depreciated during the last year. Bring any receipts, documents, or reports related to your assets and fixed assets.

Tip: Some accounting programs have fixed asset reports or fixed asset listings that you can run.
BUSINESS LOAN INFORMATION You’ll also need information on business loans. If you’ve acquired a new loan in the last year, bring the loan agreement with you. Also, bring records of any loan payments and/or accrued interest. This will ensure that your accountant is up to date on your company’s total assets and liabilities.
As a result of the COVID-19 pandemic, many small business owners took advantage of loan and grant programs including the Paycheck Protection Program (PPP), the Economic Injury Disaster Loan (EIDL), and the EIDL Advance.
OPENING AND ENDING INVENTORY (IF APPLICABLE) Several tax forms require a COGS (Cost of Goods Sold) closing balance for the year. You should already have taken an opening balance of your inventory at the beginning of the year. Now do another inventory count for the end of the year and bring the results to your accountant so they can properly fill out your tax return.
Bring information related to all stocks and bonds your business has attained or sold during the year. You’ll also need a record of any owner’s investments made into or withdrawn from the company during the year.

Contact your accountant directly before your tax appointment to see if there is any other information they require.
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Benefits of choosing a licensed provider We service clients all over Southern California. Regardless of your location, you can call our office in Rancho Cucamonga to set up an appointment for an in-person or virtual meeting. We can complete most engagements electronically via secure portals and email correspondence.
Constant Continuing Education As licensed accountants, we believe in continuously maintaining our education, so that we can provide our clients with the most up to date knowledge and advice.
Authorized E-File Provider We are an authorized IRS E-file Provider. This meals we can electronically file your returns and get your refund to you faster.
Satisfied Customers Preparing your own taxes is time consuming and confusing. We save you time and stress.