1 LLC BUSINESS OWNER TAX RETURN PREPARATION
Your Next Step: Provide Your Tax Documents
Your intake is complete. Now provide the tax documents needed to prepare your return through our client portal below.
Provide Your Individual Tax Documents
Upload the documents that apply to your individual tax situation, including:
- Prior-year tax return
- W-2s
- 1099s
- Mortgage interest and real-estate tax documents
- Investment tax documents
- Retirement or pension tax documents
- Social Security tax documents
- Health Insurance Marketplace documents
- Education tax documents
- Estimated-tax payment information
- State tax documents
- Other documents relevant to your individual return
Provide Your LLC Business Records
Provide the records that apply to your LLC, including:
- Business income records
- Forms 1099 received by the business
- Business expense records or year-end expense summary
- Business mileage or vehicle-use records
- Business asset and equipment purchase information
- Home-office information, when applicable
- Inventory information, when applicable
- Contractor/payment records, when applicable
- Other documents relevant to the Schedule C
Only provide documents that apply to your business.
Are Your Business Records Ready?
The $475 starting fee assumes your LLC's income and expenses can be identified from organized records provided for tax preparation.
Bookkeeping, cleanup or reconstruction of business records is not automatically included.
If your records require additional work before the Schedule C can be prepared, we'll identify the additional scope and applicable fee before proceeding with that additional work.
Additional Complexity May Change the Preparation Fee
The $475 starting price applies to a standard current-year Form 1040 with one LLC reported on one standard Schedule C.
Complex Schedule C preparation is generally $550–$800+.
Additional businesses, extensive record reconstruction, complex depreciation, rental properties, K-1s, additional states, significant investment activity, cryptocurrency or other complexity may require additional pricing.
Any additional scope and fee will be identified before that additional work proceeds.
Important: Your Tax Deadlines Still Apply
Purchasing tax preparation services, completing your intake or providing documents does not extend or suspend any federal or state filing, payment or other tax deadline.
If you have received a tax notice or have an approaching deadline, notify Tax Control Group™ promptly.
Protect Your Sensitive Information
Your tax return and supporting documents may contain Social Security numbers, financial information and other sensitive taxpayer data.
Provide these documents only through the designated secure client portal. Do not send them through ordinary email.
What Happens After You Provide Your Documents?
1 — Document Review
We'll review the information and documents provided for completeness and determine whether additional information is needed.
2 — Preparation
Once the necessary information and applicable scope are confirmed, your return moves into preparation.
3 — Review & Filing
When preparation is complete, you'll receive the appropriate instructions for reviewing, signing and filing your return.
What If We Need Something Else?
If additional information or documentation is needed while preparing your return, Tax Control Group™ will contact you with the specific items required.
Use the client portal whenever requested information contains sensitive taxpayer or financial information.
Ready to Provide Your Documents?
Use the designated secure client portal to provide your originally filed return and supporting documentation.
