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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.

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(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

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(click the upload documents button to begin uploading)

Business Intake Questionnaire
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