SMALL BUSINESS TAXES
NO CHILDREN ALLOWED AT APPOINTMENTS / NO ESTIMATES OVER THE PHONE.
ONE APPOINTMENT PER PERSON AND PER TAX YEAR.
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Your appointment will last approximately one hour or more, from arrival to completion.
NOTE: LACK OF DOCUMENTATION MAY DELAY THE PROCESSING OF YOUR TAX RETURN AND YOUR REFUND. TO AVOID THIS, BRING ALL REQUIRED DOCUMENTS ON THE DAY OF YOUR APPOINTMENT.
REQUIRED DOCUMENTS:
To get started with this service, please ensure the following requirements are met:
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Accounting and Profit & Loss Statements:
Your business must have its accounting records up-to-date and a complete profit and loss statement prepared.
EIN Number:
Provide your Employer Identification Number (EIN) for accurate processing
Identification:
Submit a valid ID for verification purposes.
1099 Information:
If you issue 1099 forms to employees or contractors, please bring the complete details for each individual, including their full name, address, and Social Security or ITIN number
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By meeting these requirements, we can efficiently handle your tax needs and help you navigate the complexities of small business taxation.