Clear books. Prepared taxes. A conversation about business funding.

Business taxes begin with the right records

Self-employment, LLC ownership and S corporation filing can involve different tax treatment and returns. Before preparing paperwork, identify the business entity, the applicable tax year and any prior filings. Bring notices or correspondence if your business has received them.

Our business tax service starts with your records and circumstances. Gather income and expense information, previous returns and entity documents. Identify personal transactions mixed with business activity so they can be reviewed. A financing application is not a reason to change accurate tax records or inflate income.

Cash sales, electronic payments and invoices need a consistent record. Your own records matter even when you do not receive an information form for a payment. For related questions, visit our tax preparation guide or IRS correspondence guide.

Bookkeeping that makes the business easier to understand

Bookkeeping organizes financial activity so you can see the transactions behind your numbers. Start by identifying how your business receives payments, which accounts it uses, where receipts are stored and which periods need attention.

Discuss transaction organization, account comparisons and the items that need clarification. The service scope, frequency and deliverables should be agreed for your business. Ask which periods will be reviewed, what you must provide and how outstanding questions will be handled.

Keep sales detail alongside deposit records. A deposit can combine multiple payments or reflect a transfer rather than a sale. Receipts, invoices and payment records help explain what happened. For businesses that use payment platforms, retain the reports that connect individual transactions with the funds received.

Updated books can make it easier to assemble financial information for a lending discussion, but they do not guarantee approval. The IRS also explains the role of records in tax preparation and substantiating business activity. Read its official recordkeeping guidance.

Loans and lending: start with the purpose and the paperwork

Describe the need before comparing offers: equipment, inventory, a gap between customer payments and expenses, or a planned expansion. Write down the amount needed, the intended use and the business cash flow that could support repayments. Call 786-720-6528 to discuss the lending-related service available for your circumstances.

Before accepting a financing proposal, ask for written terms covering the amount you receive, total cost, payment schedule, fees, collateral and any personal guarantee. Confirm the financing provider and who makes the approval decision. Availability and approval depend on the provider, product and business review. This page does not offer a rate, approved amount or loan commitment.

Use truthful records throughout a financing process. If financial statements, account records or tax returns differ, gather supporting information and clarify the difference before submitting documents.

Looking for a personal loan?

Personal loan services are also available. Call 786-720-6528 to discuss your personal financing needs separately from your business funding goals. Confirm the financing provider, application requirements, fees and repayment terms before applying. Availability and approval depend on the product and individual review; no rate or approval is promised here.

Ask about personal loans →

Prepare for your first conversation

You can call before every document is ready. Tell us the service you need and what you already have. The final document request depends on the service and, for financing, the provider.

• Business name, activity and time operating.
• Prior tax returns and relevant notices.
• Bank statements, invoices, receipts and sales reports for the periods being reviewed.
• Existing business debts and payments, when discussing funding.
• The funding purpose and intended use of funds.

Use the contact form or WhatsApp to request a conversation. Do not include Social Security numbers, bank credentials or complete tax returns in an initial message; ask how documents should be shared.

Business owner questions

One Plantation office serving South Florida business owners

We organize service information by community so you can find relevant pages quickly. These are service areas, not additional offices. Confirm which parts of your service can be handled remotely.

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