Tax Business

What You Need to Get Started
What We Need from You

To begin, please have the following available:

​

• Business legal name and entity type (LLC, Corporation, Sole Proprietor, etc.)

• Employer Identification Number (EIN) or Social Security Number (if applicable)

• Business address and contact information

• Previous year tax return (if available)

• Income records (sales, invoices, bank statements)

• Expense documentation (rent, payroll, supplies, utilities, mileage, etc.)

• Payroll records (if you have employees)

• Sales tax reports (if applicable)

• Any IRS or state tax notices received

​

​

We work with a wide range of businesses, including:​

​

• Sole Proprietors and Self-Employed Professionals

• Independent Contractors (1099)

• LLCs (Single-Member and Multi-Member)

• S Corporations

• C Corporations

• Small and Medium-Sized Businesses

• Service-Based Businesses

• Retail and E-commerce Businesses

• Startups and Newly Formed Companies