CLIENTS

Start with the tax situation that looks most like yours

Tavella CPA Group serves individuals and small businesses through separately scoped tax preparation, planning, bookkeeping, payroll, sales-tax, and notice services. These client guides are practical starting points—not limits on who the firm can help.

COMMON STARTING POINTS

Choose the page closest to how you earn or operate

Each guide connects common concerns with relevant services, records to gather, practical resources, and a direct path to a free call.

ONE SERVICE OR SEVERAL

The engagement follows the work you actually need

A client may need only a personal tax return, one business return, a sales-tax filing, or a notice review. When several services need to coordinate, the written scope identifies each item rather than treating every client as the same package.

Start with the immediate deadline

Identify the return, notice, payment, registration, or planning question that needs attention first.

Confirm the return and entity

Clarify whether the work involves an individual, Schedule C, partnership, S corporation, C corporation, rental activity, or another filing.

Identify every state involved

Include residency, property, business activity, sales-tax accounts, or notices that may affect the scope.

Keep sensitive records secure

Use the public form only for an initial summary. The secure portal is used for tax returns, financial records, notices, signatures, and completed work after engagement setup.

NOT SURE WHICH PAGE FITS?

Describe the service, entity, states, and deadline in plain English.

A free call can help determine whether Tavella CPA Group offers the relevant service and what information is needed to define the scope.

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