Tax filing for businesses and individuals

We prepare corporate and personal tax returns for US small business owners. Clean books and organized documents make the process faster and help you avoid missing deductions.

Tax filing works best together with good bookkeeping and payroll, so many clients use our services together.

What is included

• Corporate tax returns
• Personal tax returns
• A year-end document checklist
• Review of your books before preparation
• Returns prepared in Drake Tax

How it works

1. Send your documents. Our checklists page shows what we usually need.
2. We prepare and review. We prepare the return and go through it with you.
3. You approve and we file. Filing is arranged once you have approved the return.

W-9 forms, 1099s & federal tax brackets

Before year-end, we help small businesses verify vendor US W-9 tax forms so 1099-NEC filings are accurate and on time. For business owners and individuals, we review income across current US federal income tax brackets, multi-state rules (including no-income-tax US states like Texas, Florida and Nevada), and guide you on how to check your US tax return status after e-filing.

Common questions

What documents do I need?

See our checklists page. It lists what we usually need.

Do you do both business and personal returns?

Yes, corporate and personal returns.

Can you also do my bookkeeping?

Yes. Accurate books make tax filing easier.

When do I need a US W-9 tax form from a contractor?

Request a signed Form W-9 from any US independent contractor or vendor before you pay them. You use the taxpayer identification number on the W-9 to issue Form 1099-NEC if you pay them $600 or more during the year.

How can I check my US tax return status?

For individual federal returns, you can check your US tax return and refund status using the official IRS "Where's My Refund?" tool 24 hours after e-filing. We also provide e-file confirmation receipts for every corporate and personal return we prepare.