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.

1.  Questionnaire

Required for all clients.  Complete one questionnaire per company.

2.  Corporate Financials

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.

3.  Upload Tax Forms

No scanner required!  Take a photo of your tax documents and upload straight from your phone.  Or drag & drop from your computer.

4.  Pay Fee

Calculate and pay for your tax fees with a debit or credit card.

5.  Consent Form

New clients only.  Review and sign this tax preparation consent form.