Please use this checklist to submit info regarding your C Corp, S Corp, or Partnership.
Corporate Tax Checklist
We have made this process as easy as possible. Just follow the simple steps below, and you can have your taxes prepared by a tax professional without ever leaving your home. We will review your tax return with you prior to filing. Feel free to contact us if you have any questions.
If you made a tax appointment, please complete this checklist at least 24 business hours prior to your appointment.
If you do not have income statement and balance sheet, report your business activities here. If you do have financial reports, skip this step and upload the reports on the next step.
No scanner required! Take a photo of your tax documents and upload straight from your phone. Or drag & drop from your computer.