Prepare the entity return
Use tax-ready records to prepare the accepted federal and state S corporation returns and related shareholder schedules included in the engagement.
S CORPORATION OWNERS
CPA tax help that connects the S corporation with the owner
An S corporation creates a separate business filing, but the tax work does not stop with Form 1120-S. Payroll, owner compensation, distributions, bookkeeping, estimated payments, state filings, and the shareholder's individual return can all depend on the same records. Tavella CPA Group helps owners coordinate the accepted pieces through a cloud-based process while keeping each service clearly scoped.
IS THIS THE RIGHT STARTING POINT?
Start with the entity, the owner, and the next deadline
This page is for current S corporation owners and business owners considering an S election. Some clients need only an entity return. Others also need an individual return, payroll or bookkeeping support, estimated-tax planning, or election assistance. The written scope identifies each accepted service rather than assuming they are bundled.
Ask about your situationCOORDINATED, SEPARATELY SCOPED HELP
Keep the business return and owner reporting consistent
A useful S corporation tax file connects the books, payroll, ownership records, prior filings, and shareholder information. Each return or support service can then be defined around the work that is actually needed.
Coordinate owner reporting
Connect accepted individual-return work with Schedules K-1, shareholder activity, wages, estimated payments, and other information that affects the owner.
Review payroll and records
Identify payroll, bookkeeping, fixed-asset, loan, or owner-account information that needs clarification or separately scoped support before filing.
Address elections and planning separately
Scope an entity-election or estimated-tax review when a filing change, profit shift, compensation question, or other current-year event warrants separate analysis.
RELEVANT SERVICES
Choose only the help your situation requires
Preparation, planning, bookkeeping, payroll, sales tax, and notice work are not automatically bundled. Each accepted engagement identifies the returns, periods, states, deliverables, timing, and fee.
S Corporation Tax Returns
Form 1120-S and Schedule K-1 preparation, with review of payroll, owner compensation, distributions, basis, depreciation, and state filings.
View servicePersonal Tax Returns
Federal and state personal tax return preparation for employees, families, retirees, investors, and people with multi-state filings.
View servicePayroll Services
Separately scoped payroll support coordinated with employment-tax filings, year-end reporting, bookkeeping, and business tax work.
View serviceQuarterly Estimated Taxes
Quarterly estimated tax calculations based on current income, withholding, business or rental activity, prior payments, and expected changes.
View serviceBookkeeping Support
Catch up overdue bookkeeping, reconcile accounts, correct recordkeeping issues, and prepare reliable business records for tax filing. Scope and pricing are confirmed first.
View serviceS Corporation Elections
Help with Form 2553, Form 8832, late S corporation elections, effective dates, and related tax-classification questions.
View servicePREPARE FOR A SECURE REVIEW
Records that help define an S corporation tax scope
You do not need to upload documents to request a call. For a later secure review, these items commonly help connect the entity, payroll, owners, and tax filings.
Use the public contact form only for a brief, non-sensitive summary. Business returns, payroll files, ownership records, identification numbers, and financial statements are requested through the secure client portal after engagement setup.
- Prior federal and state S corporation returns
- Prior owner returns and Schedules K-1 when included in the scope
- Year-end balance sheet, income statement, and general ledger
- Payroll registers, Forms W-2, and filed payroll returns
- Shareholder ownership and stock records
- Shareholder contribution, distribution, and loan activity
- Fixed-asset and depreciation schedules
- State registrations, payments, notices, and pass-through tax records
- Estimated-tax and extension-payment confirmations
- Formation documents and filed election notices when relevant
HOW TO GET STARTED
A clear path from first call to next step
The free call is used to understand the request and whether a service can be offered. No CPA-client relationship begins until the applicable engagement steps are completed.
Describe the current need
Share a brief, non-sensitive summary of the filing, planning question, records issue, states, and next deadline.
Confirm scope and fee
Tavella CPA Group reviews the request and confirms which returns or services are included before work begins.
Use the secure workflow
After engagement setup, complete the applicable organizer and exchange sensitive records through the client portal.
Review next steps
Receive requests for missing information and clear instructions for review, authorization, payment, filing, or follow-up work.
RELATED TAX RESOURCES
Learn what to gather and what to ask next
These source-backed guides and articles provide general information. They are not a substitute for advice based on your specific facts and current law.
Sole Proprietor vs. S Corporation: Tax Differences to Review
A plain-English comparison of federal filing, payroll, administration, and owner-tax considerations for a sole proprietor and an S corporation.
Read guideForm 2553 Deadline: When to File and Late-Election Relief
Learn when Form 2553 is due, how the requested effective date affects timing, when late-election relief may apply, and what records to keep after filing.
Read guideQuarterly Estimated Tax Guide for Individuals and Business Owners
Learn when estimated-tax payments may be needed, what records support a calculation, and why payments should be revisited after income changes.
Read guideEstimated Tax Safe Harbor and Underpayment Penalties
Learn how the federal estimated-tax safe-harbor framework works, why payment timing matters, and when an uneven-income calculation may help.
Read guideYear-End Tax-Planning Checklist
A year-end checklist for reviewing income, withholding, estimated payments, business and rental records, major transactions, and filing readiness.
Read guideS-Corp Salary and Reasonable Compensation: What the IRS Looks At
Review the IRS factors, payroll connections, and records that can support shareholder-employee compensation.
Read articleCOMMON QUESTIONS
Questions from s corporation owners and owner-employees
Is my personal tax return included with the S corporation return?
Not automatically. Form 1120-S and an owner's individual return are separate filings. The written scope identifies every federal and state entity or owner return included, even when information from the S corporation affects the personal return.
Can you help review owner compensation and payroll records?
Potentially. The accepted work can review relevant payroll and compensation records for tax preparation or a separately scoped question. Payroll processing, corrections, amended payroll returns, legal employment advice, and a formal compensation study are not implied unless expressly included.
Do S corporation distributions replace payroll?
An owner should not assume that distributions eliminate wage or payroll obligations. The applicable facts can include the services performed, compensation, distributions, payroll history, ownership, and current federal and state guidance. A specific conclusion requires review of the complete facts.
Can you help if my bookkeeping is not ready for the return?
Bookkeeping cleanup or financial-record review may be scoped separately. Timing and availability depend on the condition of the records, transaction volume, accounts involved, source documents, filing deadline, and corrections required.
Can you assist with a new or late S corporation election?
Entity-election assistance may be available as a separate service. Eligibility, ownership, requested effective date, prior filing treatment, payroll, state rules, deadlines, and available relief must be reviewed before any filing is accepted.
START WITH A FREE CALL
Connect the entity return with the owner's next tax step
Briefly identify the entity, owners, states, tax year, service needed, and next deadline. Mention whether the question involves the return, owner reporting, payroll, books, estimates, or an election, but keep sensitive records out of the public form.