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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.)
S-Corporations and Partnerships
The official deadline to file for S-Corporations and Partnerships is Wednesday, March 15, 2023.
We need all of your documents, our questionnaire, or your extension request before Monday, February 20th.
C-Corporations and Individual
The official deadline to file Personal and C- Corporation tax returns is Tuesday, April 18, 2023.
We need all your documents, our questionnaire, or your extension request before Monday, March 20th.
Use the helpful 2022 Business Income Tax Checklist below to collect your documents.
(click on the image to download a pdf version)
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