Business and personal tax returns prepared by Enrolled Agents, filed accurately and on time. We prepare both sides with the same team, so your business return and your personal return tell the same story and nothing falls between them.
Where this helps
For most business owners, spring means digging up documents, answering the same questions twice, and hoping the number isn't ugly. When the business return and the personal return are prepared by different people, things get missed, and the deadlines stack up on top of each other.
We prepare your returns with one team that sees the whole picture. You get a clear list of what we need, a return that's checked before it's filed, and answers in plain English when you have questions.
Your business return and your personal return affect each other. They should be prepared together.
Sound familiar?
One person does the business return and someone else does the personal one. The numbers don't line up, and no one is looking at both.
The return is never ready by the deadline, so you file an extension out of habit. An extension gives you more time to file, but not more time to pay.
You hear from them once a year, in April. When a question or a notice comes up in the summer, there's no one to call.
A busy year turned into two. Unfiled returns don't go away on their own, and the sooner they're filed, the fewer penalties pile up.
Texas has no personal income tax, but most LLCs and corporations still have to file an annual Franchise Tax report, even when no tax is due. Missing it can put your entity out of good standing.
The IRS sends a letter questioning something on the return. You want the person who prepared it to be able to answer for it.
What you get
Whatever your business structure.
We prepare and file federal returns for your business, prepared by Enrolled Agents and based on books that have been reviewed first.
Coordinated with your business.
Personal returns prepared alongside your business return, so K-1s, owner pay, and deductions line up on both.
State reports, handled with the return.
We take care of the Texas filings that go with your business, plus returns for other states where you have income.
Not just once a year.
From extensions and estimated payments to prior-year returns and IRS letters, we stay with you after the return is filed.
Key deadlines
Your returns are prepared by federally licensed Enrolled Agents, the same people who can represent you before the IRS if a question ever comes up. Want to lower next year's bill instead of just reporting this year's? That's tax advisory, year-round planning that shapes the return before it's filed. Getting ready for January? Start with our year-end tax and 1099 checklist.
"Kika Rogers made me feel confident that my filings were accurate and my returns are completed very quickly. Even in a year of complicated real estate issues, she researched and resolved the matter without delay." — Wendy
Common questions
Yes. We prepare returns for S corporations, partnerships, C corporations, sole proprietors, and nonprofits, along with the owners' personal returns. Preparing both with the same team means the numbers line up and nothing gets missed between them.
Usually last year's return, your income forms (W-2s, 1099s, and K-1s), your business's year-end financial statements, and records of major purchases, loans, or changes in the business. We send you a checklist based on your situation.
Most LLCs and corporations in Texas file an annual Franchise Tax report with the Texas Comptroller, usually due May 15, along with a Public Information Report. Many small businesses owe no franchise tax but still have to file. If you earn income in other states, you may have returns there too.
Yes. An extension gives you more time to file the return, not more time to pay. Any tax you owe is still due by the original deadline, and interest and penalties can apply to unpaid amounts. We estimate what you owe before we file the extension.
Yes. We prepare and file your prior-year returns and work out what you owe. If there's a balance you can't pay at once or penalties you want to address, our Enrolled Agents can help through our IRS representation service.
Tax preparation reports what already happened and files your return. Tax advisory happens during the year and looks ahead, helping you make decisions that lower what you owe. Many clients use both.
Yes. Hablamos español. You can work with our team in English or Spanish.
The next step
Bring last year's return and this year's questions. The first consultation is free, and you'll leave knowing exactly what we need and when your returns will be done.
Kika Rogers, EA · Co-Founder & President
Small Business Services of San Antonio · 101 Business Center, 101 Sunflower Lane, San Antonio, TX 78213
(210) 884-5067 · info@sbsofsa.com · Hablamos español