SMALL BUSINESS TAXES
NO CHILDREN ALLOWED AT APPOINTMENTS / NO ESTIMATES OVER THE PHONE.
ONE APPOINTMENT PER PERSON AND PER TAX YEAR.
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:
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
By meeting these requirements, we can efficiently handle your tax needs and help you navigate the complexities of small business taxation.