Running a business comes with endless responsibilities — from managing employees to handling finances. One of the most critical (and stressful) tasks is filing business taxes accurately and on time. At TrustPoint, we provide business tax preparation services in San Jose for sole proprietors, LLCs, partnerships, and corporations.
With our expertise in California and federal tax laws, we help business owners stay compliant, minimize tax liability, and keep operations running smoothly.
Taxes for businesses are more complex than personal returns. Errors can trigger IRS audits, penalties, or missed deductions that cost you thousands. Working with a registered professional means:
If you run a small business or side hustle, we prepare Schedule C (Form 1040), ensuring income and expenses are reported correctly.
We file partnership returns, including K-1 preparation for partners.
LLC and S-corp taxation can be tricky. We prepare business returns, payroll reporting, and owner distributions.
For corporations, we handle full federal and California franchise tax compliance.
At Trustpoint, we understand the unique tax challenges faced by legal professionals. Our comprehensive tax preparation services are designed to minimize your tax liabilities and maximize your financial well-being. Let us handle the complexities of tax compliance so you can focus on serving your clients.
Have these ready:
Prior year return(s) and EIN
Year-end financials (Profit & Loss, Balance Sheet)
Bank/credit-card statements; cash logs
1099-NEC/1099-MISC/1099-K, W-2/W-3, 941/940 payroll reports
Fixed-asset/depreciation list; equipment purchases (Section 179 eligible)
Mileage/home-office logs, rent/lease agreements, insurance bills
Sales tax filings, loan statements, merchant/bank fee reports
Formation documents (LLC/Corp), ownership changes, K-1s (if any)
You generally must pay estimates if you expect to owe at filing:
Sole proprietors/LLC (disregarded)/S-corp shareholders & partners: owe ≥ $1,000 -> estimates required.
C-corporations: owe ≥ $500 -> estimates required.
Federal due dates (calendar year): Apr 15, Jun 15, Sep 15, Jan 15 (next year).
State dates and amounts can differ—California often aligns but has specific rules; we’ll confirm your exact schedule and safe-harbor amounts.
Depending on your LLC’s structure, you may need to file Schedule C, 1065, or 1120-S. We’ll guide you through the process.
Absolutely. We prepare employee and contractor tax documents to keep your business compliant.
Yes — we offer combined bookkeeping and tax packages to simplify your finances.
TrustPoint Disability & Legal Services
Registration: LDA268
Expiration: 03/17/2027
Process serving provided by partner Fingerscan Digital Inc (Reg. PS1904)