Partnership (or LLC filing as a partnership) Tax Return Preparation  - Form 1065

Click on the link below to the applicable (partnership or LLC) organizer.  Complete & sign (partnership or LLC representative) the organizer prior to our meeting.  Bring it along with the documents listed at the bottom of page 1 of the organizer, under all clients and new clients should additionally bring the documents listed for new clients. If you are dropping off your documents, include all of the above in the package.  The form is fill-able, so you can complete it right on the computer and print it.


 LLC Organizer

Partnership Organizer

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Schedule an initial meeting on this website by selecting the Book online link at the top of the page and clicking "Book it" button next to the service.  Bring the completed & signed organizer, your tax documents and all documents listed at the bottom of page 1 of the organizer.

Once your return is complete you will be contacted to schedule an appointment for delivery of your completed return and for signatures.

1065 tax form lies near hundred dollar b