Form 1065 and State Tax Returns

Preparation and filing of Form 1065 and applicable state partnership tax returns, ensuring accurate reporting and compliance.

Corporate Tax Service

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ENROLL NOW

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About Service

  1. Review of partnership structure, operating agreement, and ownership details
  2. Analysis of partnership income, expenses, and balance sheet items
  3. Preparation of Form 1065 in accordance with IRS regulations
  4. Preparation of Schedule K-1 for all partners
  5. Review of partner capital accounts (tax basis and book basis)
  6. Reporting of guaranteed payments and special allocations
  7. Compliance with US GAAP / tax reconciliation (M-1 / M-2 schedules)
  8. State and local partnership return preparation and filing based on state of LLC
  9. Multi-state income allocation and apportionment analysis
  10. E-filing of federal and state partnership tax returns
  11. Amended returns and extensions (Form 7004) support

What to expect?

  1. Accurate and compliant Form 1065 and state filings
  2. Timely delivery of Schedule K-1s to partners
  3. Clear explanation of tax positions and allocations
  4. Reduced risk of IRS and state notices or penalties
  5. Proper handling of multi-state and nexus complexities
  6. Professional review of partner capital and basis reporting
ENROLL NOW

Ready to begin? Share these details with us

  1. Partnership/LLC Formation Document and EIN Document
  2. Operating agreement and ownership details along with SSNs
  3. Financial statements for the tax year
  4. Details of partner contributions, distributions, and changes
  5. Prior-year federal and state tax returns
  6. Any foreign partners or cross-border considerations

Deliverables

Based on the agreed engagement scope, clients will receive:

  1. Completed Form 1065 (Federal Partnership Return)
  2. Schedule K-1s for All Partners
  3. State and Local Partnership Tax Returns
  4. Multi-State Allocation & Apportionment Schedules
  5. Partner Capital & Basis Schedules
  6. E-Filed Confirmation Receipts
  7. Extension Filings (if applicable)
  8. Tax Computation & Reconciliation Schedules
  9. Post-Filing Support for Notices or Clarifications
  1. Review of partnership structure, operating agreement, and ownership details
  2. Analysis of partnership income, expenses, and balance sheet items
  3. Preparation of Form 1065 in accordance with IRS regulations
  4. Preparation of Schedule K-1 for all partners
  5. Review of partner capital accounts (tax basis and book basis)
  6. Reporting of guaranteed payments and special allocations
  7. Compliance with US GAAP / tax reconciliation (M-1 / M-2 schedules)
  8. State and local partnership return preparation and filing based on state of LLC
  9. Multi-state income allocation and apportionment analysis
  10. E-filing of federal and state partnership tax returns
  11. Amended returns and extensions (Form 7004) support
  1. Accurate and compliant Form 1065 and state filings
  2. Timely delivery of Schedule K-1s to partners
  3. Clear explanation of tax positions and allocations
  4. Reduced risk of IRS and state notices or penalties
  5. Proper handling of multi-state and nexus complexities
  6. Professional review of partner capital and basis reporting
Enroll Now

Ready to begin? Share these details with us

Accurate and compliant Form 1065 and state filings
Timely delivery of Schedule K-1s to partners
Clear explanation of tax positions and allocations
Reduced risk of IRS and state notices or penalties
Proper handling of multi-state and nexus complexities
Professional review of partner capital and basis reporting

Deliverables

Based on the agreed engagement scope, clients will receive:

  1. Completed Form 1065 (Federal Partnership Return)
  2. Schedule K-1s for All Partners
  3. State and Local Partnership Tax Returns
  4. Multi-State Allocation & Apportionment Schedules
  5. Partner Capital & Basis Schedules
  6. E-Filed Confirmation Receipts
  7. Extension Filings (if applicable)
  8. Tax Computation & Reconciliation Schedules
  9. Post-Filing Support for Notices or Clarifications

Ready to get started now?

Enroll Now