Business Taxes as easy as...

1

Choose:

I want to file

on-time!

Proceed to steps 2 & 3

We will require all of your business tax documentation no later than Friday February 15th 

X

I need more time!

If you do not anticipate having all your documents to us by February 15th you can have us file a six month extension of time.

2

Fill out and submit the quick questionnaire below.

(Be sure to check the box at the bottom of the questionnaire indicating that you accept the terms of our engagement letter.)

3

Upload the following documents:

  • Financial statements, business income, and expenses and/or a trial balance for the fiscal year (Access to ONLINE accounting software or an ACCOUNTANTS COPY of your desktop accounting software)

  • List of  all bank accounts, loans, LOC, credit cards & mortgages

  • All Bank statements for the last full month of the year

  • Year-End Payroll Documents
    (Company-Wide W-2s, Quarterly and Year-End Tax Returns)

  • All Credit card statements for the last full month of the year

  • Sales Report from POS system for the full year     (if applicable)

  • A copy of the most recently filed business tax return    (Only needed if we did not prepare the return)

  • New Asset Purchase Detail (invoice, etc.) for buildings, equipment, furniture, software, intangible assets

  • All Loan, Note Payable and Other Debt statements for the last month of the year

(click the upload documents button to begin uploading)

UPLOAD

Documents

 

LOCATIONS

SPENCERPORT

2139 N. Union Street, Suite 3

Spencerport, NY 14559

HILTON

1 East Avenue, Suite 101

Hilton, NY 14468

CONTACT US

Phone: (585) 454-8780

Fax: (585) 625-0024

Email: info@rac-co.com

  • Facebook Social Icon
  • LinkedIn Social Icon

© 2018 by Roberts Accounting, CPAs, P.C.  All rights reserved.