Business Client Intake
We serve both in-person and virtual clients. Please use the toggle sections below to review the necessary documents for your ‘New Business Client’ appointment. Not all of the documents may apply to your business.
Virtual clients should CLICK HERE to submit the necessary documents.
Tax Resources
- IRS Website
- IRS Forms
- IRS Refund Center
- Tax Information For Small Businesses / Self Employed
- Tax Information For Large Businesses
- Tax Information For Corporations
- Tax Information For Partnerships
- Tax Withholding Estimator
- Sales Tax Deducation Calculator
- Tax Guide for Small Businesses
- State Tax Information
In-Person Clients
- Business Tax Organizer Sheet – CLICK HERE to download
- Rental Property Information – CLICK HERE to download
- Profit & Loss Statement
- Balance Sheet
- Estimated Income Tax Payments
- Associated 1099s
- Associated W2s
Virtual Clients
- Business Tax Organizer Sheet – CLICK HERE to download
- Rental Property Information – CLICK HERE to download
- Profit & Loss Statement
- Balance Sheet
- Estimated Income Tax Payments
- Associated 1099s
- Associated W2s