Reliable & Personalized Tax Preparation for Your Business
Tax season doesn’t have to be stressful even for businesses. We provide personalized, reliable tax preparation for partnerships, corporations, nonprofits, and more, with a strong focus on accuracy, compliance, and efficiency.
Whether it’s your first business return or you’ve been filing with us for years, we make the process smooth, clear, and supportive with expert service that continues long after your taxes are filed.
Simplify Compliance. Maximize Deductions. Power Your Growth.
At B&C Wealth Management, we go beyond basic tax filing—we provide strategic business tax preparation designed to align with your financial goals.
Whether you're a sole proprietor, LLC, S-Corp, or C-Corp, our expert tax advisors ensure your business remains compliant while uncovering every opportunity to reduce your tax liability.
Tailored Tax Services for Growing Businesses
S-Corps
We handle the full S-Corp filing process, including accurate K-1s, a personalized walkthrough video, and secure digital delivery. Once reviewed and approved, we e-file and stay available for ongoing support.
Partnerships
We prepare and file partnership returns with care, including multi-member LLCs. From K-1s to tracking changes like new partners, we keep everything organized and easy to access.
Sole Proprietorships
We make filing simple for sole proprietors and single-member LLCs. If we're also handling your personal return, we’ll coordinate everything for a smooth, complete experience.
What Makes Our Tax Prep Services Stand Out
All Business Types Covered
From partnerships (1065) to corporations (1120/1120S), nonprofits (990), and trusts (1041) we’re equipped to handle complex business filings with precision.
Video Tax Return Walkthroughs
We don’t just send your return we walk you through it via a personalized video so you fully understand what’s being filed.
Digital & Physical File Storage
We maintain both digital and physical records for every client, ensuring secure access and easy reference year over year.
Personal + Business Coordination
If we’re also handling your personal taxes, we seamlessly coordinate both returns to maximize efficiency and accuracy.
Personalized Client Experience
From branded communication and thank-you cards to seasonal greetings and anniversary reminders, we bring a personal touch to business taxes.
Ongoing Business Support
We provide ongoing email support for quarterly tax planning, SOS renewals, and more not just once a year.
Maximize Deductions with Expert Research and Ongoing Insights
We do the research and attend ongoing seminars to help you maximize commonly overlooked tax deductions and credits for first time purchases, real estate investments, business related deductions, education, retirement planning, children and dependent care, and much more.
How Easy It Is to File Your Taxes With Us
Filing your taxes doesn’t have to be stressful. In this short video, we’ll walk you through exactly how our process works from filling out the intake form to getting your return filed and accepted. See how simple, secure, and supportive our tax prep service really is. Hit play and get confident about your tax journey!
Frequently Asked Questions
What bookkeeping services do you provide?
B & C offers full-cycle bookkeeping: daily transaction coding, monthly bank/credit-card reconciliations, A/R & A/P tracking, and preparation of standard financial reports (profit-and-loss, balance-sheet, cash-flow). These core tasks mirror the “monthly accounting process” that other U.S. firms follow to keep owners in control of their numbers.
Can you clean up prior-year books or start mid-year?
Yes. The first step for new clients is a catch-up engagement that brings every prior month to the current status so reports agree to bank and tax records before ongoing work begins—an approach also used by national providers.
Which accounting software do you support?
We are certified in both QuickBooks Online and Xero and can work with other cloud platforms on request, matching the flexibility described by peer firms.
What’s the difference between bookkeeping and accounting?
Bookkeeping focuses on accurately recording day-to-day transactions; accounting interprets data, adjusts entries, and produces formal financial statements for decision-making and tax filing. Think of bookkeeping as building the data set and accounting as turning it into insight.
How secure is my financial data?
All client records sit in SOC-compliant cloud platforms with bank-level encryption, MFA, role-based permissions and written data-retention policies—controls that mirror the security standards outlined by leading outsourced providers. (CBH)
Will you represent me if the IRS audits my business?
Yes. Audit support—liaising directly with the IRS agent and providing needed documentation—is built into our bookkeeping + tax packages, similar to other firms' representation assurances.
Which documents do you need for tax preparation?
Typical source items include prior-year returns, bank and credit-card statements, payroll reports, 1099s/ W-2s, asset purchase details and any IRS or state notices. Supplying complete, organized records speeds your return and lowers your fee—best practice endorsed by both private firms and IRS guidance.
How soon will I see my monthly reports?
We send out financial reports on a monthly basis during the time we review it in our monthly meeting. Timely reporting is a cornerstone of the monthly-accounting model highlighted by peer firms.
Do you offer payroll and sales-tax filing?
Yes—payroll processing, quarterly/annual returns, W-2s/1099s, and sales-tax filings can be added à-la-carte or bundled into your monthly plan.
Are your services available remotely?
Absolutely. Secure client portals, e-signature and encrypted document exchange let you work with us 100 % virtually; on-site visits in select metro areas are available on request.
How will ongoing communication work?
You’re assigned a dedicated accountant plus a reviewer. Expect a scheduled monthly review call, unlimited email support, and same-day responses for urgent matters—paralleling the “unlimited contact, no extra cost” policy our firm advertises.
What year-round tax planning do you provide?
Quarterly estimates, mid-year projections, and proactive advice on deductions, entity structure and retirement funding are included, aligning with outsourced-advisory best practice that tax planning should flow naturally from up-to-date books.
How does bookkeeping integrate with wealth-management advice?
Because our advisors can see both your investment portfolio and the real-time performance of your operating entity, we synchronize cash-flow, tax-loss harvesting and retirement-plan funding decisions—giving you a single, coordinated plan instead of siloed advice.
What businesses do you work with?
Our firm is business agnostic. We believe in working with all industries as the insight from one can help others. We don't limit ourselves to just one niche or particular industry for your benefit.
What bookkeeping services do you provide?
B & C offers full-cycle bookkeeping: daily transaction coding, monthly bank/credit-card reconciliations, A/R & A/P tracking, and preparation of standard financial reports (profit-and-loss, balance-sheet, cash-flow). These core tasks mirror the “monthly accounting process” that other U.S. firms follow to keep owners in control of their numbers.
Can you clean up prior-year books or start mid-year?
Yes. The first step for new clients is a catch-up engagement that brings every prior month to the current status so reports agree to bank and tax records before ongoing work begins—an approach also used by national providers.
Which accounting software do you support?
We are certified in both QuickBooks Online and Xero and can work with other cloud platforms on request, matching the flexibility described by peer firms.
What’s the difference between bookkeeping and accounting?
Bookkeeping focuses on accurately recording day-to-day transactions; accounting interprets data, adjusts entries, and produces formal financial statements for decision-making and tax filing. Think of bookkeeping as building the data set and accounting as turning it into insight.
How secure is my financial data?
All client records sit in SOC-compliant cloud platforms with bank-level encryption, MFA, role-based permissions and written data-retention policies—controls that mirror the security standards outlined by leading outsourced providers. (CBH)
Will you represent me if the IRS audits my business?
Yes. Audit support—liaising directly with the IRS agent and providing needed documentation—is built into our bookkeeping + tax packages, similar to other firms' representation assurances.
Which documents do you need for tax preparation?
Typical source items include prior-year returns, bank and credit-card statements, payroll reports, 1099s/ W-2s, asset purchase details and any IRS or state notices. Supplying complete, organized records speeds your return and lowers your fee—best practice endorsed by both private firms and IRS guidance.
How soon will I see my monthly reports?
We send out financial reports on a monthly basis during the time we review it in our monthly meeting. Timely reporting is a cornerstone of the monthly-accounting model highlighted by peer firms.
Do you offer payroll and sales-tax filing?
Yes—payroll processing, quarterly/annual returns, W-2s/1099s, and sales-tax filings can be added à-la-carte or bundled into your monthly plan.
Are your services available remotely?
Absolutely. Secure client portals, e-signature and encrypted document exchange let you work with us 100 % virtually; on-site visits in select metro areas are available on request.
How will ongoing communication work?
You’re assigned a dedicated accountant plus a reviewer. Expect a scheduled monthly review call, unlimited email support, and same-day responses for urgent matters—paralleling the “unlimited contact, no extra cost” policy our firm advertises.
What year-round tax planning do you provide?
Quarterly estimates, mid-year projections, and proactive advice on deductions, entity structure and retirement funding are included, aligning with outsourced-advisory best practice that tax planning should flow naturally from up-to-date books.
How does bookkeeping integrate with wealth-management advice?
Because our advisors can see both your investment portfolio and the real-time performance of your operating entity, we synchronize cash-flow, tax-loss harvesting and retirement-plan funding decisions—giving you a single, coordinated plan instead of siloed advice.
What businesses do you work with?
Our firm is business agnostic. We believe in working with all industries as the insight from one can help others. We don't limit ourselves to just one niche or particular industry for your benefit.
Navigation
Information
Support
Subscribe
© Copyright 2025. B&C Wealth Management LLC. All Rights Reserved.