Beyond the Numbers
Tax preparation shouldn't feel like a once-a-year scramble with an inaccessible firm. Michael works directly with small business owners to ensure every deduction, credit, and filing requirement is handled with thorough care.
From S-Corporations and LLCs to sole proprietorships, you receive direct CPA guidance tailored to your specific industry and financial goals.
Entities We Serve
Tailored Business Tax Solutions
Comprehensive business tax return preparation designed for modern small businesses across Southern Indiana and the Louisville area.
S-Corps & C-Corps
LLCs & Partnerships
Sole Proprietorships
Federal and state corporate tax filings handled with accuracy, ensuring proper profit distribution reporting and schedule compliance.
Partnership return preparation and K-1 generation focused on clear allocations and optimized owner tax positioning.
Schedule C preparation seamlessly coordinated with your individual return to capture all legitimate business expenses.
Schedule Consultation
Provide Your Documents
Your CPA Prepares Your Return
Review & File
Discuss your tax situation and needs.
Submit tax documents securely through the firm's client portal, by mail or in-person.
The return is prepared and reviewed for accuracy.
Review the completed return, ask questions and approve for electronic filing of the return(s).
Frequently asked questions
What types of businesses do you prepare tax returns for?
Pivotal prepares tax returns for various small business structures and situations, including sole proprietors, independent contractors, LLCs and S corporations, as well as other small business entities when appropriate..
Do you prepare Indiana business tax returns?
Yes, Pivotal prepares applicable Indiana business and individual tax filings and can help clients understand state and local filing requirements based on their circumstances.
Do you prepare taxes for LLC's?
Yes, we prepare tax returns for LLC's but the return depends on how the LLC is taxed. A single-member LLC may be reported on Schedule C, while an LLC taxed as an S corporation or partnership generally has a separate business return.
Can you help with estimated tax payments and tax planning?
Yes, we can calculate estimated tax amounts, help business owners understand their expected tax liability and discuss planning opportunities throughout the year. Tax planning is especially valuable when income changes significantly or when business owners are considering major purchases, changes in compensation or other significant decisions.
How much does small business tax preparation cost?
Business tax preparation fees depend on the type of entity, complexity of the return, number of states involved, number of forms required, bookkeeping condition and the amount of research or additional work needed. Because business returns vary significantly, we discuss the scope of the engagement before beginning the work and provide pricing based on the specific situation
Do you work with businesses outside of Southern Indiana?
Yes, the firm operates virtually and can work securely with clients outside the immediate local area when the engagement and state filing requirements are appropriate. The firm can work with clients in all 50 states.
Do you prepare S-Corporation returns?
Yes, we prepare Form 1120-S returns for qualifying small businesses and can also prepare the related owner's individual tax return when engaged for both services.
