TAX ORGANIZER FOR CORPORATIONS, LLC

TAX ORGANIZER FOR CORPORATIONS AND LIMITED LIABILITY COMPANIES

We have a list of items that will assist you in identifying and collecting the information necessary for us to properly prepare your business and investment Income Tax returns.

For Business Tax Preparation, please gather the following information:

Our office provides the top three (3) items if we are currently preparing your Monthly or Quarterly Accounting.

            __ Copy of your prior year Income Tax Returns

            __ Year End Balance Sheet

            __ Year End Profit and Loss Statement

            __ Year End Payroll Information – Forms W2 and W3

            __ Listing of any Equipment or Asset Purchases

            __ Year End Loan Balances

            __ Shareholder Loan and Distribution Amounts

            __ State Franchise fees Payment Detail including payment date and amount ($800 minimum)

Please contact us if you have any questions or need further assistance. We welcome Drop-off, Mailed-in, or Electronically Transferred information (ask us for a 2 way verified document folder to safely email us your documents). If you would like to have a consult appointment, please call our office and our receptionist will assist with scheduling an appointment. (805) 495-4211

STEVEN Z. FREEMAN, CPA and the FREEMAN & ASSOCIATES  Team

Steven Z. Freeman, CPA, and the staff at Freeman and Associates provides Business Services, Tax Planning, Entity Formation plus Maintenance, and Accounting Services and can assist you with these services.

If you have any questions on this matter, or to schedule an initial consultation, please contact us at (805) 495-4211 or Steve@FreemanAssoc.net



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