File Business Returns That Align With Your Books

Your business in Lufkin operates as an LLC, S-Corp, or Partnership, and you need to file a return that reflects what actually happened during the year. Boxwood Bookkeeping prepares small business tax returns that align with your bookkeeping records, support long-term compliance, and coordinate with other professionals when needed. We work with your financial data to prepare accurate returns, answer questions during the process, and ensure that your filing is consistent with your books and your business structure.

We prepare returns for small businesses with straightforward or moderately complex tax situations. Our process includes reviewing your year-end financials, preparing the appropriate forms, and coordinating with your CPA if you have one. If your business has complex tax needs such as multi-state operations, cost segregation, or R&D credits, we refer you to trusted CPA partners who specialize in those areas. Small business returns start at six hundred fifty dollars, with an additional seventy-five dollars per state return if your business operates in multiple states.

If you are ready to file your business return with someone who understands your books, reach out to discuss your needs in Lufkin.

Small business tax preparation for LLCs, S-Corps, and Partnerships in Lufkin, Texas.

How We Prepare Returns That Match Your Records

We begin by reviewing your year-end financial statements and general ledger to confirm that your books are closed and reconciled in Lufkin. If you are already a bookkeeping client, this step is seamless. If you are new to us, we will review your records for accuracy and completeness before preparing your return. We then prepare the appropriate forms based on your entity type, including Schedule C, Form 1120-S, or Form 1065, depending on how your business is structured.

Once your return is prepared, we send it to you for review before filing. You will see how your financial data translated into your tax return, and we will explain any adjustments, deductions, or credits that were applied. We also coordinate with your CPA or tax advisor if you have one, ensuring that everyone is working from the same information and that your return is filed on time.

We do not handle complex tax strategies, multi-entity structures, or specialty credits that require advanced expertise. Our focus is on preparing accurate, compliant returns for small businesses with clear records and straightforward tax situations. If your business needs more than we can provide, we refer you to a CPA who can handle the complexity.

These questions come up before most filings

Business owners often want to know how the preparation process works, what documents are needed, and how long it will take. Below are the most common questions we hear before starting small business tax preparation.

What information do you need to prepare a small business return?
We need your year-end financial statements, general ledger, payroll summaries, and any relevant tax forms such as 1099s or W-2s. If you are a bookkeeping client, we already have most of this information.
How long does it take to prepare a small business tax return?
Most small business returns are completed within two to three weeks of receiving your finalized records, depending on the complexity of your business and our current workload in Lufkin. We will provide an estimated timeline when you submit your information.
What happens if my books are not up to date when tax season starts?
We can bring your books current before preparing your return, but this will extend the timeline and may incur additional fees. It is best to keep your books updated throughout the year to avoid delays.
Why do you refer complex tax situations to a CPA?
Some tax needs require specialized expertise or credentials that we do not provide, such as multi-state nexus analysis, cost segregation studies, or audit representation. We refer you to trusted CPA partners who can handle those situations.
What is included in the base fee for small business returns?
The base fee covers preparation of one federal return for an LLC, S-Corp, or Partnership, including common schedules and forms. Additional state returns are seventy-five dollars each.

If your small business in Lufkin needs a tax return that aligns with your books and supports compliance, Boxwood Bookkeeping can prepare it for you. We work with your financial records to file accurately and coordinate with your CPA when needed.