Complex returns.
Done with judgment.

Form 1040

Individuals.

The individual income tax return. For business owners and investors, it's where everything comes together: K-1s, sole proprietorships, rental properties and investments.

From $999

What makes it complex

• K-1s from S corporations and partnerships, each with its own basis limits
• Schedule C for sole proprietorships, and self-employment tax
• Rental income, depreciation and passive activity loss rules on Schedule E
• Capital gains, net investment income tax and estimated payments

Where CPA judgment helps

• Applying basis, at-risk and passive loss limits in the right order
• Evaluating whether rental losses can offset your other income
• Making the most of the qualified business income deduction across your businesses
• Planning estimated payments to avoid underpayment penalties

Form 1120

C corporations.

The federal income tax return for C corporations. The corporation pays its own tax at a flat 21% rate, and shareholders are taxed again when profits are paid out as dividends.

From $1,499

What makes it complex

• Reconciling book income to taxable income on Schedule M-1 or M-3
• Depreciation choices across bonus depreciation, Section 179 and regular schedules
• Net operating loss carryforwards and the 80% taxable income limit
• Estimated tax payments and underpayment penalties

Where CPA judgment helps

• Choosing accounting methods and the timing of income and deductions
• Deciding what to capitalize and what to deduct now
• Balancing shareholder salary and dividends to manage double taxation
• Spotting when retained earnings could draw accumulated earnings tax scrutiny

Form 1120-S

S corporations.

The return for S corporations. Income passes through to shareholders on Schedule K-1, so the business itself generally pays no federal income tax. The details land on the owners' returns.

From $1,499

What makes it complex

• Tracking each shareholder's stock and debt basis on Form 7203
• The accumulated adjustments account and the order distributions are taxed in
• Built-in gains tax for companies that converted from a C corporation
• Keeping distributions proportional to protect the S election

Where CPA judgment helps

• Setting reasonable compensation for shareholder-employees
• Handling health insurance and fringe benefits for 2% shareholders
• Structuring distributions so they stay tax-free, not taxable
• Making the most of the qualified business income deduction

Form 1065

Partnerships and LLCs.

The return for partnerships and multi-member LLCs. Income, deductions and credits flow to each partner on Schedule K-1, following the partnership agreement and the tax rules.

From $1,499

What makes it complex

• Special allocations that must follow both the agreement and the tax rules
• Partner capital accounts reported on the tax basis
• Separating guaranteed payments from each partner's distributive share
• Schedules K-2 and K-3 for items with international relevance

Where CPA judgment helps

• Deciding when a Section 754 election pays off after a transfer or distribution
• Allocating partnership debt so partners have the basis they need
• Handling built-in gain on contributed property under Section 704(c)
• Designating a partnership representative under the centralized audit regime

Summary presentation

The key numbers on your return, laid out simply.

Prior-year comparison

What changed from last year, and why.

Walkthrough video

For more complex returns, a recorded walkthrough you can watch anytime.

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