Personal & Business Tax Services — done right, on time, and audit‑ready.
We handle individual and self‑employed returns, S‑Corps, C‑Corps, and partnerships. Plus proactive tax planning and business care—registrations, annual reports, and consultations. Secure portal. Clear communication. Year‑round support.
Full‑service tax prep & business support
Simple, straight talk. We prepare the return, explain the numbers, and help you plan ahead. No guesswork, no surprises.
Personal Tax Returns (1040)
- W‑2, 1099‑NEC/1099‑MISC, interest & dividends
- Schedule C for freelancers & side‑hustles
- Credits (CTC, EIC where eligible)
- Multi‑state filing & prior‑year catch‑up
S‑Corp Taxes (Form 1120‑S)
- Officer payroll guidance & reasonable comp
- K‑1 preparation for shareholders
- Quarterly estimates & year‑round support
- State & local filings
C‑Corp Taxes (Form 1120)
- Corporate deductions & depreciation
- Officer/owner planning & payroll coordination
- Multi‑state apportionment
- Quarterly estimates & extensions
Partnership & LLC Taxes (Form 1065)
- K‑1s for partners & basis tracking
- Special allocations & multi‑member LLCs
- Entity‑to‑S‑Corp conversions (when smart)
- State composite & nonresident filings
Tax Planning
- Mid‑year/quarterly planning sessions
- W‑4 & estimated tax tune‑ups
- Entity selection & salary vs. distribution
- Retirement & health account strategies
Registrations & Annual Filings
- LLC/Corp formation & S‑Corp elections
- Annual reports & registered agent coordination
- Sales tax, payroll tax, unemployment accounts
- Compliance checkups & consultations
Clear, customized quotes — before we file
Every return is different, so we quote based on forms and complexity (states, schedules, bookkeeping needs). You’ll see the price upfront and approve it before we e‑file. No surprise add‑ons.
- ✔ Federal & state e‑file included
- ✔ Secure uploads & document storage
- ✔ Final review meeting to explain your numbers
- ✔ Year‑round support for notices & questions
Get a fast quote
Tell us about your situation (W‑2s, 1099s, business entity, states). We’ll respond with a clear estimate and timeline.
Simple 4‑step process
Quick consult
We confirm your needs and give an upfront quote.
Upload securely
Use our secure upload link to send W‑2s, 1099s, prior returns, and business docs.
Prep & review
We prepare your return and walk you through the results in plain English.
File & support
We e‑file, store your copy, and stay available for notices and planning.
Year‑round help
We don’t disappear after April. Ask questions anytime.
Audit‑ready
Clean workpapers and proper due‑diligence notes.
Secure uploads
Encrypted uploads, e‑sign, and document vault.
Common questions
It depends on profit, payroll, and your state. We’ll run the math and explain the trade‑offs (salary requirements, payroll costs, savings potential) before you decide.
For individuals: IDs, W‑2/1099s, interest/dividends, deductions and credits info, prior return. For businesses: EIN, prior return, financials (P&L, balance sheet), bank statements if needed, and payroll reports.
An extension gives more time to file, not to pay. If you expect tax due, we help estimate and pay with the extension to avoid penalties and reduce interest.
Yes—light clean‑up to full reconstruction. We’ll get books tax‑ready and keep you organized going forward.
Tell us about your taxes
Gateway Intake (Jotform)
This gateway routes you to the right form: Individual/Schedule C or Corporation.
What to have ready
Individuals & Self‑Employed
- Government‑issued ID & prior‑year return
- W‑2s, 1099‑NEC/1099‑MISC/1099‑K
- Interest/dividends (1099‑INT/DIV), IRA/HSA docs
- Deductions & credits (school, childcare, etc.)
- Business income/expenses or bookkeeping file
S‑Corp / C‑Corp / Partnership
- Prior return (1120‑S/1120/1065) & K‑1s
- YTD financials (P&L, balance sheet)
- Payroll reports & owner compensation details
- Fixed asset list & depreciation schedules
- State filings & any notices
Questions? We’re here.
MKB Financial Group
(337) 240‑6270
[email protected]
Hours: Mon–Fri 9:00a–5:00p CST • No walk-ins; in-person by appointment only
Virtual appointments available nationwide.