We’ll file the federal partnership return (1065) or S-Corp return (1120S) for your business. If your state or city requires a filing as well, that’s included at no extra charge.
If your business doesn’t use accounting software, if you’ve been unable to reconcile the cash accounts, or if for any other reason you can’t provide us with financial statements we’ll help prepare those for you first. Additional fees apply.
If you operate a business using your Social Security Number, are a single-member LLC that has not elected another method of taxation, or have received any 1099 income you will need a Schedule C prepared and included with your Form 1040.
If you just have W2 income and don’t own your own business, you’ve come to the right place. We can usually complete these types of returns within the week, so if time is running out, don’t worry.
When purchasing your tax return preparation package, ask about adding on advisory services. Services include calculation of future year estimated tax payments, and access to tax planning appointments during the year to come all for one flat fee.
While we don’t tell you what to invest in, we do help you figure out when it’s best to pull out your investment income, navigate the requirements and tax consequences, and explain what investment accounts are available to you. Have a financial planner? We're happy to have joint meetings with them and you.
Filing a return accurately is simply an operational baseline. The real value of professional tax oversight lies in understanding how major operational moves affect your liability before you execute them. Working closely with an experienced accounting consultant shifts your organization from a reactive tax posture to structured, predictable growth.
Forward-looking planning projects tax liabilities quarters in advance, keeping your operational cash flow safe from sudden funding strains.
We align your tax planning directly with your routine bookkeeping, monthly financial reporting, and payroll management to catch every viable deduction.
Tax regulations shift constantly; dedicated oversight ensures your operations remain fully aligned with the Internal Revenue Service (IRS), the Ohio Department of Taxation, and municipal rules.
Our virtual-first model delivers top-tier controller guidance and specialized QuickBooks expertise straight to your team, regardless of your physical location.
Disorganized documentation delays filings and increases compliance risks. Keeping your financial records clear, comprehensive, and fully reconciled streamlines the preparation process and provides a defensible paper trail. Organize these essential records well ahead of your filing deadline:
Tax preparation is a historical process focused on gathering past data to complete and file mandated forms after the year ends. Tax planning is continuous and forward-looking. It involves analyzing your regular operations, projecting revenue, and evaluating regulatory updates mid-year to optimize your tax position and protect your cash reserves before deadlines arrive.
We handle all document transfers, ledger reviews, and strategy sessions through encrypted cloud portals, allowing us to serve clients across Ohio and nationwide seamlessly. By integrating directly with cloud software like QuickBooks, we review financial files, track distinct state nexus requirements, and provide fractional controller insights without requiring face-to-face meetings.
Immediately. Tax preparation should be a permanent operational habit rather than a seasonal scramble. When your books are reconciled on a monthly schedule, your financial data remains continuously tax-ready. We recommend scheduling a formal strategy checkpoint with your accounting consultant by the third quarter to evaluate annual projections while time-sensitive planning options are still available.
Most federal tax-exempt organizations must submit an annual information return via the IRS Form 990 series (such as Form 990, 990-EZ, or 990-N), dictated by their gross receipts and total asset value. Nonprofits must also file specific annual renewals and financial disclosures with state regulators to preserve their exempt status, even when they carry no corporate income tax liability.
Clean bookkeeping establishes an unassailable, chronological trail of evidence for every transaction. If tax authorities audit or question a deduction, a structured ledger cross-referenced with digital sourcing settles the inquiry quickly. Neglected books, unverified expenses, or missing receipts frequently turn minor reviews into costly compliance penalties.
Tax compliance should actively support your organization's long-term growth, not deplete your internal resources. Grounding your tax strategy in accurate, real-time financial reporting gives you absolute command over your financial trajectory.
Szweda Consulting provides the precise accounting consulting, process optimization, and proactive oversight your business needs to scale predictably. Let us help you move past transactional filing. Contact Szweda Consulting today to establish a clear, structured approach to your organization's tax strategy.
