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Business Taxes


Let’s Get Started!

Start by selecting the appropriate business tax organizer for your business. Once completed, gather all your tax documents. Either Login to MyTaxOffice to upload your tax documents or Schedule An Appointment to come in.

Business Tax Organizers

  • C-Corporations Tax Organizer is used for a business that is required to file an 1120 Tax Return.
  • S-Corporations Tax Organizer is used for a business that is required to file a 1120S Tax Return.
  • Partnership Tax Organizer is used for a business that is required to file a 1065 Tax Return.

Returning Clients Intake

  • Complete Tax Organizer
  • Pay Deposit Invoice- $650- Sign General Services Agreement
  • 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 Tax and Wage Summary
  • Forms 940, and 941, and state quarterly tax filing reports
  • Payroll Forms, Employer Copy W3, W2s
  • Contractor payment Forms 1096, 1099s
  • Reimbursement Plan- Accountable Plan for reimbursements for mileage, meals or entertainment
  • Medical Reimbursement Plan
  • Group Health Insurance Benefits Plan Documents
  • SEP IRA/ 401K Retirement Planning Documents
  • Any other benefit planning documents

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.

New Client Intake

  • As a new client you will need to meet with a Tax Professional to complete your initial new client intake.
  • New clients must come into the office before engaging in online tax services with our firm. Schedule An Appointment
  • If you are unable to come into our office due to location, then you are required to have a client or business referral for online tax services. Client Referral
  • Complete Tax Organizer
  • Pay Deposit Invoice- $650- Sign General Services Agreement
  • Tax returns for the last two years, including state returns
  • IRS EIN Letter
  • Article of Incorporation/ Articles of Operations
  • By-Laws/ Operating Agreement/ Partnership Agreement
  • State Corporation Commission Registration
  • Corporate Resolutions (If the business is closing)
  • S/C-Corp Election Acceptance Letter (if first year as S-Corp)
  • Copies of depreciation schedule for books, tax, and AMT (if claiming depreciation)
  • 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 Tax and Wage Summary
  • Forms 940, and 941, and state quarterly tax filing reports
  • Payroll Forms, Employer Copy W3, W2s
  • Contractor payment Forms 1096, 1099s
  • Reimbursement Plan- Accountable Plan for reimbursements for mileage, meals, or entertainment
  • Medical Reimbursement Plan
  • Group Health Insurance Benefits Plan Documents
  • SEP IRA/ 401K Retirement Planning Documents
  • Any other benefit planning documents

Document Exchange Policy

Securing Taxpayers Data is a Combine Effort!

Help Us Protect Your Data!

LOGIN

Our firm follows a strict document exchange policy that is mandated by the Internal Revenue Service to Secure Taxpayer Data. IRS Safeguard Taxpayer Data. Its Simple! Login or Come in. If you need to send or received tax documents. Login to MyTaxOffice, which is our secure tax portal or Come in to the office.

CAN’T LOGIN? Schedule An Appointment

NOTE: Documents Emailed Will Not Be Processed!