Common questions

A little clarity goes a long way.

The basics of the service, the records, and what happens next.

What do you prepare?

Just S Corps prepares Form 1120-S and applicable state returns for relatively straightforward, owner-operated S corporations. We confirm state support and the filings included in your engagement. Partnership and C-corporation returns are outside this service.

Is this DIY software?

No. Just S Corps is a tax-preparation service provided by Trio Tax, LLC. The website’s fit form gathers context for a follow-up; it does not prepare a return or calculate your tax.

Who handles my return?

Tax preparation is provided by Trio Tax, LLC. Your return is handled by real tax professionals, with follow-up on questions that need attention.

Can you help with S-corp tax planning and questions during the year?

Yes. In addition to return preparation, we can help with S-corp tax planning and practical questions during the year—such as reasonable compensation, payroll decisions, distributions, estimated taxes, retirement contributions, and year-end tax decisions. Advisory work is scoped based on what you need and isn’t automatically included with return preparation.

How is the price determined?

We review your situation and records before confirming scope and price. Record condition, state filings, shareholder changes, payroll questions, prior-year items, and other business activity can affect the work. Any additional work or change in scope is discussed before proceeding. The fit check does not provide a quote. See our Pricing page for examples of what different S-corp work can cost.

What records do I need?

A prior return, if available, your current income statement and balance sheet, and relevant payroll and ownership information are a useful starting point. Records from QuickBooks, Xero, Trio Ledger, spreadsheets, or your bookkeeper may be usable. After contact, we explain what your situation requires and how to share it.

What if my books are unfinished?

That’s common. If your records are mostly complete, we can usually tell you what needs to be finished before tax preparation begins. You can also use Trio Ledger, a free bookkeeping tool, to help get straightforward books caught up. If your records require substantial cleanup, reconstruction, or sorting personal and business activity, we’ll discuss that scope separately before taking on the return.

What if this is my first S-corp return?

Choose the first-year option in the fit check. You may not have a prior S-corporation return, and that is something we can discuss. We will review the business’s status, available financial records, and relevant payroll and ownership information before confirming fit and scope.

What if I cannot find my prior return?

You can still start the conversation. A missing prior return needs a closer look, rather than an automatic rejection. We will discuss what information is available and what may be needed to move forward. Please do not send records through a general inquiry.

Do you prepare my personal return?

Personal tax-return preparation is separate from the standard Just S Corps S-corporation return-preparation scope. Availability, fees, and any separate engagement must be confirmed; a personal return is not automatically included.

Can you help with bookkeeping or payroll too?

Yes, when it makes sense for the engagement. We can help arrange ongoing bookkeeping and payroll support for S-corp clients and advise on tax questions involving payroll, owner compensation, and your books. Bookkeeping cleanup, catch-up work, reconstruction, payroll setup, and payroll administration are separate from standard tax-return preparation and are scoped separately.

Do you work with S corps in every state?

Yes! We work with S corps and their owners in all 50 states.

What happens after the fit check?

After the questions, tell us how to reach you and choose “Send My Information.” We’ll receive your contact details and answers, review your inquiry, and follow up to discuss your situation and next steps. Submission is not a quote, acceptance of an engagement, or authorization to e-file.

How do I send documents?

Contact us first. We provide separate instructions for sharing tax records through an appropriate secure process. This public website has no tax-document upload feature. Do not send returns, Social Security numbers, or other sensitive records through a general inquiry.

Ready to talk about your business?

Start with a few questions, or contact us if you need a conversation first.

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