Tax return preparation for US CPA and EA firms
We prepare US federal and state returns and the workpapers behind them. Your firm reviews, signs and files every return.
What we prepare
Individual returns
Form 1040 preparation from organizers and source documents, including rental, self-employment and investment income, with state returns.
You send: the organizer, source documents and the prior-year return
You get back: a review-ready return, workpapers tied out to it, prior-year variance notes and an open-items list
Partnership returns
Form 1065 preparation from trial balance to completed return, with book-to-tax adjustments and partner allocation schedules.
You send: the trial balance, prior-year return and partner information
You get back: the return, K-1s, a book-to-tax reconciliation and an open-items list
S corporation returns
Form 1120-S preparation from trial balance to filing-ready output, with shareholder basis schedules and reasonable compensation data organized for review.
You send: the trial balance, prior-year return, shareholder details and distributions
You get back: the return, K-1s, shareholder basis schedules, reasonable compensation data and an open-items list
C corporation returns
Form 1120 preparation from financial statements and trial balances, with Schedule M-1 or M-3 reconciliation and fixed asset schedules.
You send: financial statements, the trial balance, prior-year return and fixed asset detail
You get back: the return, an M-1 or M-3 reconciliation, depreciation and fixed asset schedules and an open-items list
State returns come with every return type above, including resident, part-year and nonresident filings and multi-state apportionment workpapers.
Also available on request
Trusts, estates and gifts Forms 1041 and 709
Exempt organizations Forms 990, 990-EZ and 990-PF
Extensions and estimates Forms 4868, 7004 and 1040-ES
Nonresident individual returns Form 1040-NR
Information returns Forms 1099-NEC and 1099-MISC
Ask on your discovery call and we will tell you honestly whether we can take it on.
What we do not do
We prepare, and your firm signs. We do not sign returns, e-file under our own credentials, represent clients before the IRS or contact your clients.
Support around the return
Review and workpaper support
- Scanning, bookmarking and indexing of source documents
- Workpaper preparation and tie-out to the return
- Prior-year comparison and variance notes
- E-file diagnostics cleared before delivery
- Review notes cleared within 1 business day
Bookkeeping and year-end support
- Monthly bookkeeping and bank reconciliations in QuickBooks Online or Xero
- Year-end clean-up and a tax-ready trial balance
- Fixed asset registers and depreciation schedules
- Adjusting journal entries for your approval
Tell us your return mix
Send us your return types, software and volume. We will tell you honestly whether Anviva is a fit.
Book a 20-minute call