Montgomery Advisory, LLC
Business Tax Preparation
Entity returns prepared from books we can stand behind, with the owner-level consequences explained before anything is filed. Filing season should confirm what you already knew about the year.
What thislooks like
“Scope in writing,
before anything begins.”
S Corporation returns (Form 1120-S), including reasonable-compensation discussion and K-1 issuance.
Partnership returns (Form 1065) with partner K-1s and allocation review.
Multi-state filings and nexus questions for businesses working across state lines.
Quarterly estimated tax calculations and year-end projections.
Prior-year, amended, and late business returns.
Pre-filing review with the owners, so the personal impact isn't a surprise.
Who It's For
S Corporations, partnerships, and multi-owner businesses in Maryland and nationwide that want their entity return and their owners' personal returns treated as one coordinated picture.
Pricing
Range-based flat fees set by entity type, number of owners, and state filings — confirmed in writing before preparation begins.
Questions we're asked
Anything not covered here is fair game during the initial consultation.
- Which business returns do you prepare?
- S Corporation returns on Form 1120-S and partnership returns on Form 1065, including single-entity and multi-state filings, with K-1s issued to owners.
- Do you also prepare the owners' personal returns?
- Frequently. Preparing both sides means the K-1 flows through correctly and the two returns are looked at as one picture rather than two separate errands.
- Our books aren't closed yet. Can you still file?
- We'll close them first, or reconstruct what's missing. Filing from unreliable records tends to cost more later than doing the cleanup now.
- Can you handle quarterly estimated taxes?
- Yes. Quarterly estimate calculations and projections are available on their own or bundled with ongoing financial management so there's no surprise in April.
Let's start with a conversation — no obligation beyond it.
Request a Consultation