Help with S corporation and entity tax elections

Common items include entity-formation documents, owner information, tax identification details, prior tax filings, the requested effective date, and facts relevant to the election or any late-election relief request.

No. Entity formation and legal advice should be handled by an appropriately qualified attorney. Tavella CPA Group’s scope addresses federal tax classification, election filings, and related tax coordination.

Not unless it is listed in the written scope. Election assistance and tax-return preparation are separate services that may require coordination.

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.

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

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.

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.