SERVICES

Business tax return preparation for small businesses

Business returns require more than entering a profit-and-loss statement. We prepare federal and applicable state returns, reconcile owner information, review the records provided, and identify missing items before filing.

Request Business Tax Preparation

Entity returns

Form 1120-S
Form 1065
Form 1120
Applicable state filings
Owner or partner reporting
Schedule K-1
Multi-state issues
Extensions and estimated payments

Choose how much tax work you need coordinated

Each service is confirmed in the written scope. A business-return engagement does not automatically include bookkeeping, payroll, or an owner's personal return.

Business return preparation

Preparation of the accepted federal and state entity returns and related owner or partner information included in the engagement.

Business and owner-return coordination

Coordinate entity filings and separately agreed personal tax returns so income, K-1s, payments, and state information are handled consistently.

Business tax with bookkeeping or payroll support

Identify whether records need cleanup, payroll reconciliation, or continuing bookkeeping before the returns can be completed. These services are quoted separately unless included in the written scope.

Payroll tax and filing support

BEFORE YOU REQUEST A CALL

See what fits this service and what is scoped separately

This service may be a fit when

Partnerships, S corporations, C corporations, and owner-operated businesses that need federal and state return preparation
Businesses with tax-ready books or a clearly defined cleanup need
Owners who want entity and separately scoped personal-return items coordinated

These items require separate scope or another professional

Owner personal returns, bookkeeping cleanup, payroll corrections, sales-tax work, notices, and amended returns
Every entity, state, return, tax period, and advisory project not listed in the engagement
Legal drafting, valuation work, and audit, review, compilation, or other attest services

Start with the entity, tax year, books, owners, states, and deadline

Helpful starting information includes the entity type, tax year, number of owners, states involved, filing deadline, prior return, current bookkeeping status, payroll activity, and significant transactions. Required returns, records, timing, coordination, and fee are confirmed before preparation begins.

ANTICIPATED DELIVERABLE

From financial records to the business return

The return handoff connects the company's records to its accepted entity filings and the information needed by owners or another preparer.

Illustrative work-product layout—not client data or a tax calculation.
Stage	Work product	Responsibility
Accepted records	Books, prior returns and supporting schedules for Entity A.	The company supplies complete records and identifies missing information.
Reconciliations	Agreed reconciliations and an open-items list.	Tavella identifies accepted adjustments; the company resolves record gaps. Cleanup is separate unless agreed.
Entity return	Accepted federal and state returns and applicable K-1s.	Tavella prepares the returns and schedules appropriate to the entity; packages differ by entity type.
Owner/preparer handoff	Owner reporting information and unresolved items.	The owner or other preparer coordinates separately accepted personal-return work. Tax-basis capital is not the same as outside basis.
Completion	Signature requests and filing instructions.	The engagement identifies who signs, files and handles payments.

Your engagement identifies the items included. Additional years, entities, states, corrections and advisory work are agreed separately.

COMMON QUESTIONS

Questions about business tax-return preparation

What documents will I need?

Common items include current financial statements, a general ledger or tax-ready bookkeeping file, ownership details, payroll records, fixed-asset information, prior returns, estimated payments, and documents for significant transactions.

Is the personal return included?

Not unless the written scope includes it. Owner or partner reporting may need to be coordinated with a personal return, but each included return and service is identified before work begins.

How do I upload documents?

After engagement setup, use the secure client portal and the upload instructions provided by Tavella CPA Group. Do not send Social Security numbers, tax returns, bank information, or other sensitive documents through the public contact form or ordinary email.

Is this service cloud-based?

Yes. Organizers, secure document uploads, messages, electronic signatures, invoices, and final documents can be handled online through the appropriate secure workflow.

Are additional states included?

Only the federal and state filings listed in the written scope are included. If another state filing is identified, the additional scope and fee are confirmed before that work proceeds.

How long will preparation take?

Timing depends on the service, complexity, completeness of the information provided, filing deadline, and current availability. Expected timing is discussed when the scope is confirmed; submitting a consultation request does not reserve a filing deadline.

What happens if information is missing?

Tavella CPA Group will identify the missing items and explain what is needed next. Preparation or filing may need to pause until the required information is received, and any deadline or extension options will be discussed based on the circumstances.

Is audit or notice representation included?

Only when representation is expressly included in the written engagement. Audit, examination, and notice-response work are otherwise reviewed and scoped separately.

PLAIN-ENGLISH TAX GUIDES

Use these source-backed guides to prepare for a conversation about this service. The guides provide general information, not advice for a specific situation.

Partnership Tax Return Guide for Business Owners

A practical guide to the records, partner information, and owner-level coordination commonly needed for Form 1065 and Schedule K-1 preparation.

Read guide

C Corporation Tax Guide for Business Owners

A practical guide to Form 1120 preparation, corporate records, shareholder transactions, payroll, estimated payments, and owner-level coordination.

Read guide

Dental Practice Tax and Accounting Records Checklist

Use this dental-practice checklist to organize entity, revenue, payroll, equipment, bookkeeping, owner, estimated-tax, and notice records for tax preparation.

Read guide

Year-End Tax-Planning Checklist

A year-end checklist for reviewing income, withholding, estimated payments, business and rental records, major transactions, and filing readiness.

Read guide

Browse all tax guides

WHO THIS SERVICE HELPS

See how this service connects to your situation

Start with the client guide that best matches how you earn income, own assets, or operate your business.

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CPA tax, bookkeeping, and sales-tax help for e-commerce businesses and online sellers using marketplaces, payment processors, and direct sales channels.

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USEFUL NEXT STEPS

Tools and guidance for this situation

Small-business CPA services in Broward County

Coordinate business returns, owner reporting, estimates, sales tax, payroll records, bookkeeping cleanup, and notices through a Broward-focused service path.

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