# Returns, books and filings for CPA firms

Your firm does more than returns. You keep books. You send 1099s. You help an executor report to the court. Do all of it in one place, for every client, from the first upload to the e-file.

## Every return your firm prepares
Prepare individual returns on Form 1040. Prepare business returns for partnerships, S corporations and C corporations. Prepare trust and estate returns on Form 1041, and estate and gift returns on Forms 706 and 709. Each return covers tax years 2023 through 2026. K-1s flow from the business or the trust to each owner's own return. One client record holds the family, its business and its trust. So you prepare them side by side. Read more about [individual returns](/individual-returns), [business returns](/business-returns) and [trust and estate returns](/fiduciary-returns).

## Returns that do not guess
Every figure on a return is checked against its source. When a fact is missing, the return says so. It names the fact it needs and does not show a quiet zero. Your preparer fills the gap and runs it again. The printed pages show just what will be filed. Reviewers see what changed since they last looked. So nothing goes out on a guess.

## Books that flow into the return
Keep each client's books here. Bring in a company's books from QuickBooks Online. Bank and card activity comes in each day and is sorted by your rules. Your staff checks what the rules could not sort. Reconcile each account, close the month and print the statements. At year end the trial balance carries into the business return. Read more about [bookkeeping](/bookkeeping).

## The forms around the return
Send 1099s, W-2s and the forms that go with them from the same books. Or bring in a file of payments. Names and tax ID numbers are checked before anything is sent. Each person gets a copy in their own portal, or by mail. The forms are e-filed with the IRS and with the states that ask for them. Read more about [information returns](/informational-filings).

## Court accountings for estates and trusts
An executor or trustee in Virginia must report to the Commissioner of Accounts. Build that report from the estate's own books. Every receipt and payment is listed in date order, with its proof in the same order. Cash and investments match the bank and brokerage statements. Each Commissioner's own rules for copies and paper are set up for you. Read more about [state fiduciary reporting](/fiduciary-reporting).

## Planning for firms that plan
Many CPA firms also plan for their clients. Use the same planning tools wealth advisors use. Test a plan across thousands of market paths. Weigh Social Security timing, Roth conversions and gifts. Carry facts from the return into the plan, so you enter them once. It sits on the same license as your tax work. Read more about [advisory](/advisory).

## A season that keeps moving
See every return, its due date and what it waits on. Send organizers and document requests in a batch. File extensions in a batch, too. Each return moves through steps you set: prep, review, sign and file. Reminders go out by email and text. A rejected e-file comes back with the reason. Read more about [the tax season](/tax-season).

## The practice behind the work
Clients upload, sign and pay in one portal. Engagement letters and Form 8879 are signed online. Time is tracked against each return, and bills go out from the same record. Every message and file is kept in the archive. Read more about [running the practice](/practice-management), and about the [tools every firm gets](/practice). Your managers see the whole firm's work on one screen.

## Try it with the example return
Open the fictional home builder's return. Add a spouse and two children. Change the filing status and run it again. Then compare the new form pages with the old ones. Or open the return with an open item and see the fact it asks for. [Try the platform](/try?for=tax) or [talk with us](/contact) about your firm. You can also review [tax records and consent](/regulatory-fit/tax).