SERVICES
Tavella CPA Group prepares S corporation returns and helps owners coordinate business and personal tax decisions. We review the company books, payroll, ownership, distributions, and filing history to define the Form 1120-S, K-1, state-return, and owner work needed. You can also request separately scoped help with overdue returns, election questions, payroll corrections, or year-end planning.
Published Substantively reviewed by Stefano Tavella, CPA
Request S Corporation Tax HelpRECORDS AND FACTS
The S corporation return depends on both the company's books and complete owner-level records. These common inputs help define the work before secure collection begins.
BEFORE YOU REQUEST A CALL
Share the tax year, ownership, states, filing deadline, prior return, condition of the books, payroll status, distributions, and major fixed-asset activity. The entity returns, K-1s, owner coordination, timing, and fee are confirmed before preparation begins.
ANTICIPATED DELIVERABLE
The engagement identifies each accepted entity return and K-1, along with the owner information and open items needed to complete the work.
| Work product | Included when agreed | Completion responsibility |
|---|---|---|
| Federal and state return package | Form 1120-S, Schedule K-1s and accepted state returns. | The company supplies complete records; Tavella prepares the accepted returns. |
| Owner-information handoff | K-1 and owner-level information for the separately accepted personal return. | Confirm the shareholder or other preparer receiving the handoff. |
| Reconciliation and open items | Agreed book, payroll and basis-related reconciliation; unresolved compensation, distribution, basis-input or fixed-asset questions. | Identify records or decisions still needed from the company or shareholder. |
| Completion | Signatures, filing authorizations, filing responsibilities and balances reported on the prepared returns. | Confirm who signs, files and makes any required payments. |
Personal returns, shareholder-basis studies, payroll corrections, elections, notices and cleanup remain separate unless included in writing. When included in the engagement, planning can address owner compensation, distributions, basis, and estimated payments before year-end. The written scope separates return preparation from cleanup, payroll corrections, election work, and ongoing advice.
Your engagement identifies the items included. Additional years, entities, states, corrections and advisory work are agreed separately.
COMMON QUESTIONS
Yes. We first identify the unfiled years, election status, available records, payroll history, and notices. The scope can then address the required return work and separately agreed catch-up or correction tasks. Filing methods and timing depend on the years and facts; electronic filing and deadline completion are not guaranteed.
Yes. We review the intended effective date, eligibility, prior reporting, and payroll history before determining the appropriate election or correction work. Late-election relief has specific requirements and is not automatic. Any accepted election, payroll, company-return, or shareholder-return work is identified separately in the engagement.
Common items include tax-ready financial statements, the general ledger, payroll reports, shareholder ownership and distribution records, basis information, loan activity, fixed-asset details, health-insurance reporting, and prior federal and state returns.
Not automatically. The S-corporation return and each shareholder’s personal return are separate filings. The written scope will state which returns and coordination services are included.
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.
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.
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.
Only when representation is expressly included in the written engagement. Audit, examination, and notice-response work are otherwise reviewed and scoped separately.
PRIMARY AUTHORITY
These sources support the general information on this page. The current instructions and the facts of a specific return, jurisdiction, or notice still control.
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.
WHO THIS SERVICE HELPS
Start with the client guide that best matches how you earn income, own assets, or operate your business.
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