Business Taxes

as easy as...

Choose:

Click on the icon below to complete the Business Intake Questionnaire

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

Business Tax Engagement Letter.)

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)

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

• All Bank statements showing the balance as of December 31 (or the last day of the fiscal year)

• All Credit card statements showing the balance as of December 31 (or the last day of the fiscal year)

• All Loan, Note Payable and Other Debt statements showing the balance as of December 31 (or the last day of the fiscal year)

• Details of assets purchased during the fiscal year. (invoice, etc.) for buildings, equipment, furniture, software, intangible assets)

• Inventory value as of the last day of the fiscal year.

• Sales Report from POS system for the entire fiscal year. (if applicable)

• Details on any ownership changes that took place throughout the year.

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

• If we are preparing your business tax return for the first time, please provide corporate formation documentation. (EIN letter, Articles of Incorporation, Bylaws or Partnership Agreement, S-corporation election letters, etc.)