Copy or PDF of Prior Two Years of Tax Returns (for new clients only)
Type of Entity:
- What type of entity is the business?
- Corporation, S Corporation, Partnership, Multi-Member LLC, Single member LLC
- State of formation
Books/Financials
- Does the business have any books/records? (quick books/spreadsheets, etc)
- Bank Statements for the year – at minimum December 31st statements
- Any credit card statements for the year?
- Copy of quickbooks or accounting software files – if applicable
If Initial Year of Business
- Business Formation Documents
- EIN #
- Articles of Incorporation/Organization
For S Corporations & LLC’s
- Names/address/Social Security numbers of Owners
- Ownership % Allocation
Brief description of the business:
- How does business make money?
- Any unique situations for this business?
Payroll Tax Returns/Sales Tax Returns
- Does the business file payroll tax returns?
- Does the business file sales tax returns?
Banking information:
- Voided check or Bank name/routing number/account number
- For tax payments
Estimated tax payments:
- Any estimated tax payments that were paid during the year for current year taxes - please provide some confirmation of payments.
Any other relevant tax related items