NOTE: We will process tax returns actions in the order in which we receive them based on the priority of clients who have submitted all their required documents to us for processing and who have paid a deposit.
Financial Statements/Report
Profit and Loss Statement (Income Statement)
Balance Sheet (Assets & Liabilities)- PY/CY
General Ledger Report
Business Bank Reconciliation Reports and Bank Statements
Depreciation Schedule, or Original Receipts for Asset if plan to claim depreciation deduction including section 179
Payroll Reports
Payroll Tax and Wage Summary
Forms 940, 941, and state quarterly tax filing reports
Payroll Forms, Employer Copy W3, W2s
Contractor payment Form’s 1096, 1099s
Employer-Employee Benefits Plans
Reimbursement Plan- Accountable Plan for reimbursements for mileage, meals or entertainments
Medical Reimbursement Plan
Group Health Insurance Benefits Plan Documents
SEP IRA/ 401K Retirement Planning Documents
Any other benefit planning documents
Document Exchange Policy
Our firm follows a strict document exchange policy that is mandated by the Internal Revenue Services to Secure Taxpayer Data.