Tax Preparation & Planning
Tax preparation and planning that starts before April.
Your return is only as good as your books. We prepare accurate business and owner returns, and we plan all year so there are no surprises at filing time.
Last updated October 2026 · Reviewed by the AccuLedger Services team
In short
AccuLedger Services prepares federal and California business tax returns, including Forms 1120, 1120-S, 1065 and Schedule C, along with owners’ individual returns. We also provide year-round tax planning: quarterly estimated payments, S-corporation and entity analysis, and strategies to legally reduce tax before year-end, not after it. We serve businesses across Greater Los Angeles, Santa Clarita, Ventura County and the Conejo Valley.
Who it’s for
Is tax preparation & planning right for you?
Business and owner tax returns, quarterly estimates, S-corp analysis and year-round planning to legally reduce what you owe.
- S-corps, partnerships & LLCsBusiness returns built from clean, reconciled books.
- Owners surprised by their tax billProjections and quarterly estimates so you can plan ahead.
- Growing sole proprietorsFind out whether an S-corp election would save you money.
- Businesses with unfiled yearsCatch up prior returns and get back in good standing.
What’s included
What our tax preparation & planning services include.
Business tax returns
C-corporation (1120), S-corporation (1120-S), partnership and multi-member LLC (1065), and sole proprietor (Schedule C) returns, plus California returns.
Owner & individual returns
Your personal 1040 prepared alongside your business return so K-1s, wages and deductions line up.
Quarterly estimated taxes
Estimates calculated from your actual year-to-date books, with reminders before every deadline.
Proactive tax planning
Mid-year and year-end projections, retirement plan strategies, and timing of income and expenses.
Entity & S-corp analysis
When an S-corp election makes sense, what reasonable compensation looks like, and what it will really save.
Sales tax, 1099s & notices
California sales and use tax filings, 1099 compliance, and help responding to IRS and FTB letters.
Our process
How it works.
Review
Prior returns, entity structure and current-year books reviewed.
Project
Year-to-date projection and quarterly estimate calculation.
Plan
Strategies implemented before year-end, while they still count.
File
Accurate business and owner returns prepared and filed.
| Return or payment | Due date | Extended due date |
|---|---|---|
| S-corporation (Form 1120-S) and partnership (Form 1065) | March 15 | September 15 |
| C-corporation (Form 1120) | April 15 | October 15 |
| Individual (Form 1040, including Schedule C) | April 15 | October 15 |
| Quarterly estimated tax payments | Apr 15, Jun 15, Sep 15, Jan 15 | None (an extension does not extend payment) |
| 1099-NEC to contractors and the IRS | January 31 | None |
If a due date falls on a weekend or legal holiday, it moves to the next business day. An extension extends the time to file, not the time to pay.
FAQ
Tax Preparation & Planning questions, answered.
When are business tax returns due?
For calendar-year businesses, S-corporation (1120-S) and partnership (1065) returns are due March 15, and C-corporation (1120) and individual returns, including Schedule C, are due April 15. A six-month extension is available for each, but an extension gives you more time to file, not more time to pay. Any tax owed is still due by the original deadline.
Should my LLC elect S-corporation status?
An S-corp election is often worth evaluating once a business consistently earns roughly $50,000 to $80,000 or more in net profit, because owners can split income between a reasonable salary and distributions that aren’t subject to self-employment tax. The right answer depends on reasonable compensation, California’s 1.5% S-corp franchise tax, payroll costs and your personal situation. We model the numbers for you before you decide.
What is the difference between tax preparation and tax planning?
Tax preparation reports what already happened: it’s the return filed after the year ends. Tax planning happens during the year, while there’s still time to change the outcome through entity choice, retirement contributions, timing of purchases and income, and accurate estimated payments. The biggest savings come from planning.
Do I need to make quarterly estimated tax payments?
Generally, yes, if you’re self-employed or own a pass-through business and expect to owe $1,000 or more when you file your federal individual return. Federal estimates are due April 15, June 15, September 15 and January 15. California has its own estimated payment schedule. We calculate your estimates from your actual books.
Can you help with unfiled tax returns from prior years?
Yes. We reconstruct the books for the missing years if needed, prepare the overdue returns, and help you get back into compliance with the IRS and the California Franchise Tax Board.
What documents do I need to prepare my business return?
If we keep your books, we already have most of what we need. Otherwise, you’ll typically need year-end financial statements, bank and credit card statements, payroll reports, 1099s you received and issued, fixed asset purchases, loan statements and the prior year’s return. We send a tailored checklist each year.
Related services
Works well with.
Serving businesses in Conejo Valley, Ventura County, Santa Clarita Valley, Greater Los Angeles.
Talk to us about tax preparation & planning.
Book a free, no-pressure consultation. We’ll review where things stand and send a fixed-fee proposal within two business days.