What documents will I need?
Common items include Forms 1099, income records, categorized expenses, vehicle and home-office information, equipment purchases, contractor-payment records, health-insurance information, retirement contributions, and estimated-tax payments.
Is the personal return included?
Schedule C is filed with the owner’s individual income-tax return. The written scope will identify the federal and state personal returns, Schedule C activity, and any additional services included.
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.