Client Portal:  

You may be operating under any one of several different business entities ( i.e., sole proprietorship, partnership,limited liability company, C-corporation or S-corporation). The tax forms to report the entities financial information will vary with the entity but the process we use is the same for all business returns.

The process is designed to provide you with a complete, accurate and timely filed tax returns at a reasonable fee.

 

10 Step Process in Preparing Business Income Tax returns

  1. A signed Engagement Letter must be received before we can start work. Once received your personal client portal will be set up.
  2. Our Business Information Request Form will determine what we will need to prepare your income tax returns.
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  4. We will review your permanent file information (i.e. organization documents, minutes, loans) and any changes you provide us.
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