Business Tax Preparation
Your partnership, S-corporation and C-corporation returns prepared by our in-house CPAs.
How We Prepare Business Taxes
Most businesses spend far too much time looking in the rearview mirror, only making tax-related decisions when it's time to file.
At Gatewood, we know that every decision your business makes throughout the year can impact not only this years filing, but all the ones that follow. That's why we take a proactive approach and help our clients spend more time looking ahead, not just behind.
Our business clients' returns are prepared by CPAs in-house who already understand your business strategy, your financials, but most importantly, can consult with you before tax time to help you make tax-smart decisions with confidence and purpose.
What Our Service Includes
Prior-Year Return Review
Partnership Return (1065)
S-Corporation Return (1120S)
C-Corporation Return (1120)
Business Quarterly Estimate Prep
Amended Return (1120X)
What Your Business Can Write Off
If you spend money to run your business, there is a good chance it is deductible. The deductions that get missed are rarely exotic — they are the routine ones nobody wrote down, and the ones where the expense was real but the record of it was not. Our guide walks through six categories of deduction, the ones most often left on the table, and what the IRS expects you to keep for each.
- Everyday Operating Costs
- People & Professional Services
- Vehicles, Travel & Meals
- Equipment, Assets & Big Purchases
- Insurance, Finance & Overlooked Deductions
- The Golden Rule of Recordkeeping
Download it, work through it, and bring it to your next meeting with us.
Your Integrated Financial Plan
For many business owners, the company is the largest asset the household owns. How you pay yourself, which retirement plan you sponsor, when you reinvest and how you eventually retire or sell all shape your personal plan and your retirement, this year and in the years that follow.
That is why Gatewood includes the value of your business in your personal plan, and why one team manages both around one set of goals.
Every service on this wheel works from the same plan, so each one you use adds to a single picture: the business side shows what the company earns, owes and is worth, and the household side shows what that means for your income, savings, taxes and family. You can begin with the service you need most today and add others as your business and household change.
Your Household Plan
For the Families Behind the Business
Behind every business are families who depend on it.
The owner's household depends on what the company is worth and what it distributes. Each employee's household depends on the paycheck, the benefits and the plan they were enrolled in on their first day. We have never met a business decision that stopped at the business — which is why we built the firm to serve the family behind it.
Your Client Care Team creates the plan, and the specialists support it: the Investment Committee on the portfolio the sale proceeds become, Gatewood Tax and Accounting on the structure and the deduction, and your attorney on the documents behind the buy-sell.
That is what we call Firm-to-Family®, and it is why your plan is supported by a diverse and experienced team rather than one person.
Frequently Asked Questions
A financial advisor usually handles one piece of your finances, most often the investment portfolio.
A wealth manager, like Gatewood, coordinates the whole plan — the portfolio, the tax strategy, the insurance and the estate documents — so the pieces are built to work together.
The difference shows up when something in your life changes: a business sale, an inheritance, a retirement date. One advisor gives you one opinion. A team gives you a decision that has already been checked against the tax, insurance and estate consequences, and against your long-term goals.
No. We work with families at every stage of wealth, from those establishing their first savings habits to those transferring an estate. What changes as your wealth grows is the level of care behind your plan, not whether we can work with you.
No. We are happy to review outside accounts to provide you with honest recommendations, even if you never plan to move them over to our firm.
The accounts we do manage are held with our custodian, and the transfer is usually electronic and handled for you. Holdings that can move as they are do; anything that would have to be sold, we flag first along with the tax consequence.
Accounts we do not manage, such as a current employer's retirement plan, generally stay where they are and are still counted in your plan.
Hear What Our Clients Say
“My wife and I moved to St. Louis four years ago and became Gatewood clients in 2024, on a referral from our daughter-in-law. Her father was an established attorney who had said good things about the team, and that recommendation was passed down to us. That introduction set an expectation, and the people there have matched it. We've met a lot of the team by now, and the impression has been consistent with every one of them. Each person we're introduced to is professional, smart, and they work together well as a group — which says something about the people Gatewood hires…” Read more.
“A friend of a friend referred us to the team over 20 years ago, and we've been together ever since. My wife and I have changed jobs and time zones more than once, but they've been a constant through it all. Even when moving to different parts of the country, we always keep our ties to St. Louis wherever possible, and we appreciate the Midwestern values of Gatewood. The relationship we’ve developed over the years has built trust in the team that they are honest and always have our best interests in mind. They’ve helped us with everything from moving our 401(k)s to managing our investments day-to-day…” Read more.
“My husband and I began working with Brian in 2019 and have been very pleased with the level of service we’ve received ever since. Our client care team, Nina and Jake, have taken the time to truly listen to our goals and actively make adjustments to reflect our evolving needs over time. What I appreciate most is the combination of knowledgeable, focused guidance always delivered with genuine care and humility. We've been so impressed with their timeliness and attention that we've introduced them to our parents, siblings and adult children and now they are advising three generations of our family. Their support with tax planning, administrative tasks, and retirement income planning has become even more comprehensive over time, and I always feel that our questions are fully addressed promptly and thoughtfully…” Read more.
“As a client of Gatewood for over 10 years now, I am very pleased with the experience I’ve had with my team. Whenever I have questions or need advice, they are always available with professional and helpful guidance. They really get to know their customers so that they can provide personalized service and are very responsive when I contact them and they do a great job managing my portfolio. I had a turning point in my life, and they were very helpful in analyzing financial impacts and helping to manage through it. I highly recommend their services.” Read more.
“What has stood out most over our decade-long relationship with Gatewood is how genuinely they listen. Our advisor takes the time to understand our full financial picture and has made a point to build a relationship with my wife as well, so she feels comfortable working with the team whether I'm present or not. Having everything coordinated in one place, with great online tools at our disposal, has been invaluable. Our team is responsive whenever we have questions and has always followed through with care and professionalism. Beyond the planning itself, it's the personal relationships we've developed that make this partnership something we're truly grateful for.” Read more.
“Our relationship with Gatewood Wealth Solutions has evolved over the years right along with our family. From building and protecting our wealth to retirement and estate planning, Gatewood has guided us and enabled our objectives. It’s assuring to know skilled professionals we trust are working with us to optimize what we have worked for all our lives.” Read more.
Important Disclosure: The statements provided are testimonials by clients of the financial professional. The clients listed have not been paid or received any other compensation for making these statements. As a result, the client does not receive any material incentives or benefits for providing the testimonial. These views may not be representative of the views of other clients and are not indicative of future performance or success.
Let's Build Your Wealth With Purpose
With expertise and care, we're here to build a personalized plan for wealth that instills confidence for all of life’s key moments. Schedule a conversation with our team today.