AA Professional Tax Services
your taxes, planned. your peace of mind, restored.
Tax season shouldn't be a surprise. AA combines proactive year-round tax strategy with precise business and individual tax filing — for LLCs, S-Corps, partnerships, and the people who own them.
tax filing is the finish line. planning is the race.
Most owners only think about taxes in March. By then, the deductions, entity elections, and contribution windows that would have saved you thousands are already closed. AA treats your tax return as the receipt of a strategy we've been running all year — so you file with confidence and keep more of what you earned.
tax solutions for business & life.
Business Tax Preparation
Federal and state filings for LLCs, S-Corps, C-Corps, partnerships, and sole proprietors with full schedule reconciliation and K-1 preparation.
- Form 1120, 1120-S, 1065 & Schedule C
- Multi-state tax compliance & apportionment
- Depreciation, Section 179 & credit optimization
Personal Tax Preparation
Comprehensive individual tax filing for business owners, executives, investors, and families — including complex K-1 and investment situations.
- Form 1040 with itemized deductions
- Capital gains, rental & real estate filings
- K-1 integration from business entities
Proactive Tax Planning
Year-round strategy sessions so you never face end-of-year surprises or miss high-impact deductions and retirement contribution windows.
- Quarterly estimated tax calculations
- Entity-structure optimization
- Retirement & equipment tax strategies
IRS & State Audit Support
Professional representation and resolution for IRS notices, back taxes, state agency inquiries, and examination correspondence.
- IRS notice & letter resolution
- Payroll tax audit assistance
- Offer in Compromise & payment plans
Quarterly Estimated Taxes
Calculated, tracked, and filed on time to avoid underpayment penalties — coordinated directly with your monthly bookkeeping.
- Form 1040-ES federal estimates
- State quarterly filings
- Income-matched quarterly projections
Year-End & 1099 Filing
W-2 and 1099-NEC/1099-MISC issuance, year-end reconciliation, and contractor classification review — done before the deadlines hit.
- W-2 & 1099-NEC preparation
- Contractor vs. employee review
- Year-end profit projections
business vs. personal tax.
Most owners file both — and the two are connected. We coordinate them so your pass-through income lines up perfectly.
your tax filing, step by step.
intake & discovery
We gather prior returns, financials, and entity docs through a secure client portal and confirm your entity, state nexus, and goals.
bookkeeping reconciliation
Your books are reconciled and cleaned so every line on the return traces back to a verified transaction — not an estimate.
preparation & optimization
Your return is prepared with deductions, credits, and Section 179 elections modeled against your actual numbers.
review & filing
A senior tax professional reviews the return, walks you through it, and files electronically with federal and state agencies.
the tax calendar that runs your year.
Missing a deadline costs penalties and interest. AA tracks every date for you — and files before they arrive.
Q4 estimated tax (prior year)
Final 2025 quarterly estimate due for individuals & businesses.
W-2 & 1099-NEC to recipients
Furnish employee and contractor statements; file 1099-NEC with IRS.
S-Corp & Partnership returns
Form 1120-S and 1065 due (6-month extension available).
Individual & C-Corp returns
Form 1040, Schedule C, and 1120 due; Q1 estimate due.
Q2 estimated tax
Second-quarter estimated payment due.
Q3 estimate & extended S-Corp/Partnership
Third-quarter estimate; extended 1120-S & 1065 due.
Extended individual returns
Final deadline for extended Form 1040 filings.
Dates shown reflect typical annual federal deadlines; exact dates may shift when they fall on a weekend. AA confirms every due date for your specific filings.
deductions worth tracking.
Common strategies AA models on your actual numbers — every one cited to the source.
Section 179 expensing
Immediately deduct qualifying equipment and software purchases instead of depreciating over years.
Business use of vehicle
Track and deduct mileage at the standard IRS business rate for qualifying trips.
Home office deduction
Deduct a dedicated home workspace for self-employed owners who qualify under IRS rules.
Retirement contributions
SEP-IRA, Solo 401(k), and SIMPLE plans reduce taxable income while building long-term savings.
Qualified Business Income (QBI)
Eligible pass-through businesses may deduct up to 20% of qualified business income, subject to current tax law and thresholds.
Start-up & organizational costs
First-year deduction or amortization of qualifying business start-up and entity formation costs.
estimate your s-corp tax savings
See how electing S-Corp status could reduce self-employment tax on a share of your business income.
S-Corp owners split income between a salary and distributions — only the salary is subject to self-employment tax.
estimated annual self-employment tax savings
$3,672*
*Illustrative estimate based on a 50% distribution split and a 32% blended bracket. S-Corp savings require a reasonable owner salary and payroll setup. Not tax advice — AA confirms your actual numbers.
your tax document checklist.
Upload these through our secure client portal and we handle the rest.
Income records
- Prior-year federal & state returns
- Profit & loss and balance sheet
- 1099-NEC, 1099-MISC, 1099-K forms
- Rental & investment income statements
Expense & deduction records
- Receipts & categorized expenses
- Mileage logs & vehicle records
- Home office square footage
- Equipment & software purchase receipts
Entity & payroll
- Entity formation & operating docs
- W-2s and year-end payroll reports
- Estimated tax payment confirmations
- K-1s from partnerships or S-Corps
who wrote & reviewed this.
This resource is researched, written, and reviewed by named AA professionals — and updated as tax law changes.
written & edited by
Mohamad Fardous
Editor & Contributor · Chief Marketing Officer
Mohamad Fardous oversees the editorial direction of AA's tax and financial resource library. With a background as a Director of Finance and a decade of advisory experience, he ensures every guide is accurate, current, and written for the business owner who needs to act on it.
meet Mohamad
technically reviewed by
Ahmed
Tax Reviewer · Founder & Strategic Director
Ahmed founded AA Business Financial Management and has spent over two decades preparing taxes, structuring entities, and advising small and growing businesses across all 50 states. He reviews the technical accuracy of every tax resource AA publishes.
meet Ahmedhow AA helps
AA doesn't just file your return — we run tax strategy all year through monthly bookkeeping, payroll, and business management, then file a return that reflects a plan we've already executed. Your tax outcome becomes something we manage, not something that happens to you.
sources & citations
This guide is researched and reviewed by Mohamad Fardous, with technical review by Ahmed. Sources are cited for verification and updated as tax law changes.
IRS
Publication 334 — Tax Guide for Small Business
IRS
Section 179 & Depreciation — Publication 946
IRS
Business Expenses — Publication 535
IRS
Qualified Business Income Deduction — Sec. 199A
IRS
Estimated Taxes — Form 1040-ES
IRS
Standard Mileage Rates
IRS
Retirement Plans for Small Business — Pub. 560
U.S. Small Business Administration
Small Business Taxes: A Beginner's Guide
Clear Answers
tax filing faqs.
run your business.
we'll handle the taxes.
Business and personal tax preparation, planning, and audit support — managed through one ongoing relationship.