HEVIA & HEVIA CPA FIRM · SOUTH FLORIDA
Business tax preparation
For your business. And the people behind it.
Your business return should be part of a connected tax picture. We help small businesses organize their filing responsibilities and coordinate business and owner tax information, with a clear scope and a practical process.
Discuss your tax needs ↗Serving Miami, Brickell, Coral Gables, and clients across South Florida and internationally.
WHO WE HELP
Tax preparation for LLCs, corporations, and partnerships
We serve small businesses at every stage of development, from new ventures to established, multigenerational companies. Our experience includes physicians, attorneys, real estate professionals, domestic and foreign real estate investors, and rental property owners. We start by understanding your activities, ownership, and tax filing history.
A CLEAR ENGAGEMENT
What your support can include.
We define the services, responsibilities, deliverables, and fees before work begins. Your engagement agreement determines what is included.
Federal and state income tax returns
Preparation of the business income tax returns identified in your engagement, based on the entity’s tax classification and filing needs.
Review of business records
Review of financial reports and supporting information, with follow-up questions about missing records, unusual transactions, and changes during the year.
Owner information and coordination
Coordination of owner information and applicable schedules with individual tax preparation, where both services are engaged.
Review, authorization, and filing
A discussion of material questions, a return review and authorization process, and filing coordination within the agreed scope.
HOW WE WORK TOGETHER
A practical path forward.
- 01
Understand the business
Discuss your entity, owners, activities, prior filings, and known deadlines.
- 02
Agree on the engagement
Confirm the returns, responsibilities, timing, and fees before work begins.
- 03
Prepare and review
Collect records, resolve open questions, and review the return before authorization.
- 04
File and look ahead
Coordinate filing and identify matters that may benefit from a separate planning discussion.
GETTING STARTED
Bring the picture
into focus.
You do not need every answer before contacting us. Tell us what you need help with and which records are available. We will identify the information needed for the proposed work.
Helpful information to have ready
- Recent business returns and relevant owner schedules
- Year-end profit and loss statement and balance sheet
- Details of ownership changes, major purchases, loans, and distributions
- Notices received from tax authorities and any known filing deadlines
Arrange document sharing directly with the firm. Do not send confidential tax records through the introductory website form.
COMMON QUESTIONS
Clear answers before
the first conversation.
Do you work with LLCs, corporations, and partnerships?
Yes. We work with each of these business structures. An LLC’s legal form does not by itself determine its federal income tax filing treatment; ownership and tax elections matter. We review your circumstances before determining the return-preparation scope. See the IRS overview of LLC tax classification.
Can you prepare both the business and owners’ individual returns?
Yes. We can coordinate business and individual tax preparation when both are included in the agreed engagements. This is particularly useful for owners whose business information needs to be considered alongside their family’s other income and financial activities.
What if our bookkeeping needs attention first?
We begin by reviewing the condition of your records. If reconciliations, corrections, or cleanup are needed, we identify that work and agree on a separate bookkeeping scope before relying on the reports for tax preparation.
Can we switch accountants during the year?
Yes. An introductory discussion can take place at any point in the year. We review upcoming deadlines, prior filings, available records, and the transition from your current accountant before agreeing on a start date. Acceptance and timing depend on the work involved and availability.
Is tax planning included in return preparation?
Return preparation and tax planning serve different purposes. We may identify planning questions while preparing a return, but a detailed projection, transaction analysis, or ongoing advisory relationship is separately scoped unless expressly included in your engagement.
How are fees determined?
Fees reflect the entity, number and complexity of returns, quality of the records, ownership structure, state or international matters, and services requested. We discuss the work and fees before the engagement begins. A consultation helps us define an appropriate scope rather than quote from the entity name alone.
YOUR NEXT CHAPTER
Let’s put a plan
behind your progress.
Tell us where your business is today—and where you want it to go.
Start a conversation ↗