Business Tax Checklist

Client Intake

Financial Statements/Report

Payroll Reports

Employer-Employee Benefits Plans

Document Exchange Policy

Our firm follows a strict document exchange policy that is mandated by the Internal Revenue Services to Secure Taxpayer Data. Clients wishing to engage in our services must submit their tax documents via our client portal or schedule a face-to-face meeting with a documents specialist. DOCUMENTS EMAILED WILL BE RETURN WITHOUT ACTION.