Individuals & sole proprietors
Personal returns with Schedule C for self-employment income, Schedule E for rental property, investment income and your state return.
Core service
U.S. Tax Preparation for Individuals & Businesses
Federal and state returns prepared by U.S. tax specialists, checked three times and filed on time. Whether you are a sole proprietor, a growing S corporation or a non-resident owner, we handle the forms, the deadlines and the IRS paperwork.
Returns we prepare
Every major U.S. return, under one roof
Most clients have more than one filing each year: a business return, the owner's personal return and one or more state returns. We prepare them together so the numbers match.
Non-resident individuals
For people who are not U.S. tax residents but have U.S.-source income or income connected with a U.S. business, including treaty positions where they apply.
Partnerships & multi-member LLCs
The partnership return plus a Schedule K-1 for every partner, so each owner can report their share on their own return.
S corporations
S corporation returns with shareholder K-1s, a review of owner compensation and distributions, and a check that the books support the return.
C corporations
Corporate income tax returns at the 21% federal rate, with state returns and the supporting schedules your corporation needs.
Foreign-owned U.S. LLCs
Form 5472 with a pro forma Form 1120 for single-member LLCs owned by non-U.S. persons, required even when the LLC had no income. Form 5472 guide →
Annual tax deadlines
Two dates every business owner should know
These are the federal deadlines for calendar-year filers. An extension gives you more time to file, not more time to pay, so we still estimate what you owe before the original due date.
MAR15Every year
Partnerships & S corporations
Form 1065 and Form 1120-S are due, along with K-1s for owners. Extension with Form 7004 moves filing to September 15.
10651120-SK-1s
APR15Every year
Individuals, C corps & Form 5472
Form 1040, Form 1120 and Form 5472 with pro forma 1120 are due. Extensions with Form 4868 or Form 7004 move filing to October 15.
1040112054721040-NR*
* Form 1040-NR is due April 15 if you received wages subject to U.S. withholding, otherwise June 15. If a deadline falls on a weekend or holiday, it moves to the next business day. State deadlines can differ; we track them for you.
What's included
More than filling in the forms
A tax return is only as good as the numbers behind it. Before we prepare anything, we review last year's return and your records, ask the questions that uncover missed deductions, and flag anything that looks inconsistent.
You see the finished return and approve it before it is filed. If the IRS sends a notice about a return we prepared, we help you understand it and respond.
- A tailored document checklist so you know exactly what to send.
- Review of last year's return for carryovers, depreciation and anything that was missed.
- Deductions and credits review based on your business and personal situation.
- Federal and state preparation, including multi-state filings.
- Three-level review: prepared, reviewed, then checked again.
- Your approval before anything is filed.
- E-filing where the IRS allows it, with confirmation for your records.
- Extensions filed on time when you need more time.
- IRS notice support for returns we prepared.
Who we help
Built for owners with real business income
Small business owners
LLCs, S corporations and C corporations that want one team for the business return and the owner's return.
E-commerce sellers
Amazon, Shopify and Etsy sellers whose payouts, fees and inventory need to be right before the return is. E-commerce bookkeeping →
Non-resident founders
Owners outside the U.S. with a U.S. LLC or corporation who need Form 5472, 1120 or 1040-NR handled correctly.
Freelancers & consultants
Self-employed professionals who want Schedule C done properly and quarterly estimates planned ahead.
Real estate investors
Rental property owners who need Schedule E, depreciation and multi-state rental income handled.
CPA & EA firms
Firms that need extra preparers during tax season, working under the firm's name. Firm support →
How it works
From documents to filed return
Free call
We learn about your income, entities and states, and tell you which returns you need.
Written quote
You receive a clear quote based on your scope. No work starts until you agree.
Send documents
We send a checklist. You share documents by email or a shared folder, and we follow up on anything missing.
Review & file
Your return is prepared and checked three times. You approve it, then we file.
Pricing
Starting prices, quoted on your scope
The final fee depends on the forms and schedules you need, the number of states, and the condition of your records. Every quote is confirmed in writing before work begins.
Forms & schedulesNumber of ownersStates filedCondition of booksPrior years unfiled
Individual return$199+
Business return$549+
Final price depends on complexity and scope.
Get a Custom Quote →
Client reviews
What tax clients say
Business & personal tax
Extremely knowledgeable, highly talented and great communicators.
I've worked with many accountancy firms over the past 31 years, so it took a leap of faith to work with Shape Accounting. I'm very glad I did. They prepared my personal and business tax returns.
Foreign-owned tax filing
An expert in U.S. tax matters.
I have been using Shape Accounting's tax filing services for three years. They are really helpful and guide you through every matter related to U.S. taxation. I highly recommend them!
Personal tax
Great to work with
Shape Accounting did an excellent job on my personal taxes. I would highly recommend Shape Accounting.
FAQ
Tax preparation questions
Still unsure which returns you need? Book a free call and we will tell you.
Which tax returns does my business need to file?
It depends on how the business is set up. A single-member LLC owned by a U.S. person is usually reported on the owner's Form 1040. A multi-member LLC files Form 1065, an S corporation files Form 1120-S, and a C corporation files Form 1120. A single-member LLC owned by a non-U.S. person files Form 5472 with a pro forma Form 1120. Most businesses also have state filings.
What documents do I need to send?
We send a checklist based on your situation. It usually includes last year's return, income forms such as W-2s and 1099s, bank and credit card statements or your bookkeeping reports, and details of major purchases, loans and owner contributions or withdrawals.
Do you prepare state tax returns too?
Yes. We prepare the state returns that go with your federal return, including multi-state filings when you have income or a business presence in more than one state.
I missed a deadline or prior years. Can you help?
Yes. We prepare late and prior-year returns and tell you the cleanest way to get current. Acting before the IRS contacts you usually gives you more options.
Do I need to live in the U.S. to work with you?
No. We work with clients in the U.S. and abroad. Everything is handled by email, video call and shared folders, and we file returns the way the IRS requires for your situation.
Does an extension give me more time to pay?
No. An extension gives you more time to file the return, not to pay the tax. Interest and penalties can apply to tax paid after the original due date, so we estimate what you owe before then.
Related services
Often paired with tax preparation
Form 5472 for foreign-owned LLCs
Annual filing for non-resident owners of U.S. LLCs.
Learn more →Bookkeeping services
Reconciled, tax-ready books every month or as a year-end catch-up.
Learn more →CPA & EA firm support
White-label preparation for accounting firms.
Learn more →Free consultation
Get your books and taxes in shape
Tell us about your business. We'll reply within one business day with next steps and a custom quote.
Email info@shapeaccounting.com
Hours Monday to Friday, 9am–5pm