What to bring – business

Documents and Information Needed to Prepare Your Business Tax Return

Small Business Owners have many tasks to perform each day and finding time to prepare for your tax appointment can be a challenge. We provide you with tools to help make the task more manageable.

We’ve created a checklist to help you prepare for your tax appointment. Whether you are meeting with a Tax Preparer face to face or submitting your documents electronically, we’ve got the tools you need.

For Corporations, LLCs and Partnerships; we may also need a Balance Sheet, an Income Statement and Payroll Reports. You  or your Bookkeeper can submit your QuickBooks files (or whatever software or spreadsheets that you use) directly to us, using our secure portal. If it’s easier for you to mail or drop off a flash drive, that works too.

We’ve also provided a comprehensive tax organizer that you can either fill out or use as a guide to what  information and statements you should collect. Depending upon your individual situation, other supporting documents may be required to complete your return.

We are here to help if you have questions about what to bring to your tax appointment.