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Service 03

Tax preparation & planning

Tax work should be more than a once-a-year filing exercise. LTP CPAs helps small businesses organize the filing process, understand key decisions, and plan throughout the year based on their specific circumstances.

CPA and small-business owner planning around tax documents and important dates
LTP CPAsCPA-led · Remote ready

What we can help with

A focused scope built around the purpose.

01

Business tax returns

Preparation for eligible business entities with a clear organizer, review process, and filing timeline.

02

Tax planning

Year-round projections and practical planning conversations tied to business activity and owner goals.

03

Estimated tax support

Help evaluating estimated payment needs and organizing information before due dates arrive.

04

Entity and transaction considerations

Tax-focused guidance for common business decisions, coordinated with legal or other advisors when appropriate.

Common situations

When this service may be worth discussing.

What to expect

Clear steps. Direct communication.

Every engagement begins with the actual requirement, your timing, and the records already available.

01

Organize

We provide a clear list of the records and decisions needed for an efficient engagement.

02

Prepare and review

The return is prepared from the information provided and reviewed for completeness and consistency.

03

Explain

We discuss the filing result, payment instructions, and business-specific items that deserve attention.

04

Plan ahead

When useful, we schedule a planning conversation before year-end rather than waiting for filing season.

Start with a conversation

Not sure whether this is the right service?

A free 30-minute consultation can help clarify the requirement, scope, and best next step.

Service availability and scope depend on your facts, applicable professional standards, licensing requirements, and a signed engagement agreement.