Dependable books are the starting point—not the entire tax file. AS Consulting Group helps Texas businesses move from organized financial records into a clear tax-preparation process with the entity, ownership and supporting information needed for the applicable business return.
Entity type matters: LLC, partnership, S corporation and C corporation filings can require different returns, ownership details and supporting records.
A complete accounting year should show a supportable picture of the business. Tax preparation can then add entity-specific documents, elections, ownership information and other records that do not live inside the general ledger.
A folder full of tax documents does not replace complete books, and complete books do not automatically contain every item needed to prepare the return.
The exact request depends on the entity, tax year and transactions involved. The purpose of intake is to identify the information that applies instead of asking every business for the same packet.
Profit & Loss, Balance Sheet and supporting books that agree with the underlying activity.
The prior-year business return can provide continuity for entity treatment, carryovers and prior reporting positions.
Current legal and ownership information, plus elections or changes that affect the applicable filing.
Payroll summaries and applicable payroll tax forms when the business has employees or shareholder-employees.
Purchases, disposals, financing and year-end balances that may require separate tax treatment or support.
Contributions, draws, distributions and other owner activity that should be identifiable outside ordinary expenses.
Tax correspondence, unusual transactions and other documents relevant to the year under review.
The initial review determines the missing information.
Discuss the Tax FileThe intake should establish what entity is filing, which tax year is involved, whether the books can be relied on and what tax-specific information is still missing.
Identify the business structure, the period involved and whether there were ownership or classification changes that need review.
Determine whether the books are current and supportable, or whether catch-up or cleanup must happen first.
Separate what belongs in bookkeeping from the forms, elections, basis details, notices and supporting schedules required for tax work.
Identify unusual transactions or incomplete support early enough to resolve them before finalization.
The workflow begins with dependable records and a defined tax file, then moves through preparation and open questions before the return is finalized for filing or handoff.
Scope is confirmed after the entity, records and tax year are reviewed.
Request a ConsultationConfirm the year-end financial information is complete enough and supportable enough to use as the accounting foundation.
Request the entity, ownership, payroll, basis, prior-return, notice or other information that is relevant to the filing.
Use the dependable books together with the tax-specific file to prepare the applicable business return and supporting work.
Address incomplete support, unusual transactions or classification questions that must be clarified before finalization.
Complete the agreed tax-preparation scope and define any bookkeeping or Texas compliance work that remains separate.
Before moving into tax work, identify the condition of the underlying books. The right first step depends on whether the records are current, missing periods or already populated but unreliable.
Keep reliable records current throughout the year.
Complete the backlog from the last reliable period forward.
Correct balances, reconciliations and classifications before relying on the reports.
These services can connect through the same accounting records, but they remain distinct compliance scopes. A business may need one, more than one or none depending on its facts and filing obligations.
Use these guides to understand the bookkeeping handoff and the entity-tax questions that may sit outside ordinary year-end accounting.
Review the records, reconciliations and supporting information that should be in place before tax preparation begins.
Read Guide → Texas Franchise & Business TaxUnderstand how legal structure and federal tax classification differ, and why actual business numbers matter to the analysis.
Read Guide →No. Dependable books provide the accounting foundation, but tax preparation can also require entity and ownership information, prior returns, elections, basis details, payroll tax forms, notices and other supporting records.
That is primarily a catch-up issue. Missing periods should generally be completed from the last reliable period forward before the business relies on year-end financial reports for tax preparation.
That points to bookkeeping cleanup. Existing records may need corrections and reconciliations before they are dependable enough to support tax work.
Not automatically. Business tax preparation, Texas franchise tax and Texas sales tax are separate scopes of work, even though they can depend on some of the same underlying records.
Start with the entity, tax year, prior return if available and current financial records. The initial review can then identify which additional tax documents and supporting records apply to the business.
No. Entity-tax questions should be evaluated from the company’s actual ownership, operations and financial information rather than a generic revenue threshold.
Tell us which business is filing, the tax year involved and whether the books are current. We can use that information to identify the appropriate tax-preparation scope and any bookkeeping work that needs to happen first.