Confirm the entity and filing year
Verify legal and tax classification, ownership, states, prior filings, elections, and the returns included in scope.
Entity returns · owner coordination
Business return preparation connects the entity, books, payroll, owner activity, estimates, state obligations, and individual return—rather than treating the filing as isolated form entry.

S corporations + C corporations
Partnerships + multi-member LLCs
Books, payroll + owner-return coordination
Annual compliance anchor
SetRight reviews the filing requirements and the records beneath them for S corporations, C corporations, partnerships, multi-member LLCs, and coordinated owner filings within the agreed scope.
Verify legal and tax classification, ownership, states, prior filings, elections, and the returns included in scope.
Reconcile financial statements, prior-year carryovers, loans, assets, liabilities, equity, and material adjustments.
Review payroll reporting, compensation, distributions, contributions, loans, reimbursements, and owner schedules.
Identify unresolved bookkeeping, processor, payroll, asset, state, or prior-year information before final preparation.
Confirm open questions, diagnostics, authorization requirements, delivery expectations, and what remains outside scope.
Use filing results to identify bookkeeping, estimate, entity, compensation, and advisory needs for the coming year.
Records before forms
If the books cannot support the return, SetRight may recommend a separate bookkeeping cleanup. For proactive decisions, explore Tax Planning & Advisory.
Common questions
Pricing depends on entity type, states, ownership, bookkeeping condition, transaction complexity, prior filings, and the schedules or coordination required. SetRight reviews the facts before confirming scope and fee.
Routine tax-preparation adjustments may be addressed within the written engagement, but bookkeeping reconstruction or cleanup is not automatically included. Material cleanup is separately scoped.
Yes, when included in the engagement. Coordinating the entity and owner returns can reduce gaps involving Schedule K-1 reporting, estimates, and owner-level tax items.
SetRight can prepare an extension when authorized and engaged in time. An extension generally extends the filing deadline, not the payment deadline.
Yes. We first identify the missing years, entity status, available books, notices, and related filings, then provide the appropriate scope.
No. Business tax results depend on the facts, records, tax law, elections, timing, and prior activity. SetRight does not guarantee a particular result.
Prepare with supportable records