S corporations, partnerships, and individual returns — prepared, researched, and planned by a CPA who handles the return and the questions behind it.
Therapists, dentists, optometrists, veterinarians, and other licensed practices — open to closely held businesses generally.
For prospective clients
Share your last one to two years of tax returns. Andrew provides a confidential review and a practical planning conversation — a clear on-ramp before you commit to a CPA relationship.
Analysis based on the returns you share — not a guaranteed refund or savings percentage.
What you receive
Why reasoning matters
The software will accept almost anything you type into it. It does not ask why. Most of what changes an owner’s tax position happens before the form exists — compensation, basis, timing, structure. By the time a return is being typed, the year is closed and the decisions are already made.
So the useful question is not whether the return was filed correctly. It is whether anyone reasoned about it.
Working paper · S corporation · private practice
Every line has a margin
01 Officer compensation
Wages to the owner who works in the business
Is the salary defensible for this role, these hours and this industry, if someone asks?
02 Shareholder basis
Carried forward, year over year
Has basis been tracked every year, or reconstructed in the year it finally mattered?
03 Distributions
Cash taken out that is not payroll
Does basis support what was actually taken out, checked before the year closed and not after?
04 Reimbursed expenses
Home office, mileage, equipment
Is there an accountable plan behind these, with the documentation it requires?
None of this appears on the form. All of it decides what goes on it. One CPA prepares the entity return and the owner’s return — the same conversation.
Services
One CPA prepares all three, which is the point: the entity return and the owner’s return are the same conversation.
Form 1120-S
The return, and the positions underneath it that decide what the return says — for closely held businesses and private practices.
Form 1065
Allocations that follow the agreement, and capital accounts that survive being read.
Form 1040
Where the entity work lands. Owners are not a separate engagement from their businesses.
Private practices we know
Clinical private practices share patterns: service revenue, S-corp planning, reasonable owner compensation, and QBI questions. Open to closely held businesses generally.
LPC, LMHC, LCSW and LMFT practices, including group practices with associates.
Doctoral and prescriber practices, including forensic and testing work.
Eye care practices, with or without an optical dispensary or an ASC interest.
Solo and small group practices, including acquisitions and associate arrangements.
Single doctor practices through small group hospitals, including practice sales.
Outpatient clinics mixing insurance and cash pay, including mobile practices.
Private practice SLPs, including school district contracts and teletherapy.
Acupuncture and traditional Chinese medicine practices, including herbal dispensaries.
Nutrition practices, including course, membership and affiliate income.
Applied behavior analysis practices staffing RBTs and behavior technicians.
Hearing practices dispensing devices, including bundled pricing models.
Independent and collaborative practices, including aesthetic and telehealth.
How we work
No intake form standing in for a conversation. We establish whether this is a fit before either of us commits.
What is included, what is not, and what it costs — in writing, before work starts.
Not email attachments. A checklist you can see the state of, at any hour. Portal access is for current clients after engagement.
The questions come back to you before the return is finished, not after — reasonable comp, basis, distributions, accountable plans.
Filing is the start of the next year’s planning, which is the only time planning can still change anything.
Start with a call, or request a Clarity Review of your recent returns — a clear on-ramp before you commit.
When you need more than the return
Work that falls outside a CPA engagement routes to a company built for it, rather than being stretched to fit. PizzelloCPA remains the front door for tax preparation, research, and planning.
The CPA firm · Front door
Tax preparation, research, and planning for S corporations, partnerships, and individuals. This is where CPA work lives.
Talk to the CPA firmAffiliated · Bookkeeping
Monthly closes, clean records, and books that are ready to file from rather than rebuilt every March — for private practices that need ongoing bookkeeping.
Visit bookkeepz.comAffiliated · Fractional CFO
Forecasting, capital structure, and the financial questions that outgrow a tax return — for practices past the first million that need grown-up oversight without a full-time CFO salary.
Visit smallbizcfo.comAffiliate notice: bookkeepz, LLC and SmallBizCFO, Inc. are affiliated companies of PizzelloCPA, PLLC. Neither is a CPA firm and neither provides attest services. Bookkeeping and fractional CFO work are separate from CPA tax engagements with PizzelloCPA, PLLC.
About
Principal of PizzelloCPA, PLLC. Master of Science in Accounting. North Carolina certificate #45651. The firm is registered with the North Carolina State Board of Certified Public Accountant Examiners, firm #35339.
Sixteen years in tax. Ten years as a licensed CPA. Remote practice serving clients in all 50 states — year-round, not seasonal. The work is preparation, research, and planning for closely held businesses, private practices, and the owners behind them.
FAQ
Contact
New clients begin with a conversation — not a portal login. Call, email, or request a Clarity Review of your recent returns.
Secure document portal access is provided to current clients after engagement. Prospects should call or book first — the portal is never the starting point.
Credentials on file
Greenville, North Carolina · Serving closely held businesses and private practices nationwide.
