Square Accounting · CPA-led tax services

Tax preparation for Florida owners and investors.

Your business, rentals and personal income belong in the same conversation. Square Accounting coordinates your filing needs and clarifies the advisory work involved before preparation begins.

Request a tax preparation call

Tell us which returns, entities and states need attention.

See what preparation covers
  • Business owners
  • Rental investors
  • Complex personal returns

The work, clearly defined

What your tax preparation engagement covers.

Know which returns are covered, what information matters and how questions about the year ahead will be handled.

01 / Preparation

Prepare the agreed returns.

We prepare the returns covered by your engagement using your records and explanations. The scope identifies the individual, entity and state filings involved.

Useful starting point
Your last filed returns and the current documents for each income source.

02 / Coordination

Connect the records.

Ownership, business results, rental activity and tax payments belong in the same filing picture. We work through the information relevant to the agreed returns.

Bring the connections
Tell us about entities, ownership changes, other states and payments already made.

03 / Advisory

Make room for planning.

A question raised during preparation may need further analysis. We clarify the review included and agree the scope of additional planning or implementation.

Explore business tax planning

04 / Scope and fees

Agree the work before it starts.

Returns, entities, states and the condition of your records shape the engagement. Raise prior-year issues or bookkeeping gaps early so additional work can be discussed.

A clearer starting point
Preparation, bookkeeping corrections and further advisory should each have an agreed scope.

Start with your filing needs. We’ll clarify the preparation, related work and next steps that fit your situation.

Request a tax preparation call

A manageable next step

Know what happens before you file.

A clear scope and organized records help the work move forward. Here is how the preparation conversation begins.

  1. Agree the scope

    Discuss the returns, entities, states and dates involved. Confirm the work, fees and information needed.

  2. Bring the records together

    Share the requested records through the agreed client process. Identify missing documents and questions that need an answer.

  3. Review and authorize

    Work through open items, review the agreed returns and authorize filing. Confirm any follow-through or further advisory work.

The person behind the advice

Stevan Franeta, CPA, Senior Tax Advisor at Square Accounting.

Stevan Franeta, CPA

Senior Tax Advisor
Square Accounting

Stevan Franeta, CPA, is Square Accounting’s Senior Tax Advisor. His work focuses on long-term strategies for business owners and investors, connecting tax questions with the decisions behind them.

15+

years of professional experience.

Meet Stevan and the Square Accounting team

Before you reach out

Tax preparation questions, answered.

Know what to ask about scope, records and the work ahead.

How is the preparation fee determined?

We agree scope and fees around the returns, entities, states and records involved. Mention prior-year work or bookkeeping issues at the start so they can be considered before preparation begins.

Is ongoing tax planning included?

The engagement should identify the preparation and advisory review included. Further projections, strategy implementation or ongoing meetings need an agreed scope; discuss those needs before work starts.

Can I move from another accountant?

Tell us who handled earlier returns and what work remains open. We’ll confirm the records needed and responsibility for the current filing before work begins.

What if my bookkeeping is not ready?

Mention it when you inquire. Preparation may depend on corrected books or additional records. Any cleanup work and its fee should be agreed before that work starts.

What should I share when requesting a call?

A brief outline of your filing needs, entities, states and relevant dates is enough to begin. We’ll confirm which records are needed if we move forward.

Your next step

Tell us what needs filing.

Start with the returns, entities and states involved. We’ll clarify the fit, scope and next step for your situation.

Request a tax preparation call

A first conversation about your preparation needs. Work and fees are agreed separately.