Information Checklist for Business Tax Returns

(Corporations, Partnerships, LLCs, Sole-Proprietors) 

• Please provide all year end tax reporting forms.  The most common are:

  • Forms 1099

            - Interest Income
            - Dividend Income
            - Miscellaneous Income from Rents, Royalties, Nonemployee Compensation
            - Sales of Stocks, Bonds, Real Estate


• We will also need:   

  • Inventory at year end (if applicable)
  • Accounting records:

            - If you are using QuickBooks, please provide a backup copy (accountant’s copy preferred.) 

            - If you are not using QuickBooks, please contact us.

  • Bank statements for all business bank accounts
  • Business credit card statements for the tax year
  • Statements reflecting year end loan balances
  • Loan agreements/documents dated within the tax year
  • Lease agreements/documents dated within the tax year
  • Payroll tax returns for the year (W3, W2s, 941, and state forms), if not prepared by our firm
  • A list of assets sold, junked, donated, etc. during the year
  • Invoices to support equipment, vehicles, furniture, etc. purchased during the year, including financing agreements
  • Details of any new company owned life insurance policies
  • A list of officers and their titles if any changes were made during the tax year


• New Clients:

  • A copy of last year’s tax returns
  • Depreciation schedules
  • Employment agreements, buy/sell agreements, partnership agreements, etc.
  • Details of existing company owned life insurance policies
  • Details of company sponsored retirement plans



Download Checklist for Business (PDF)

Additional information may be requested during preparation of your tax returns.​

Client Resources

"Certainty? In this world nothing is certain but death and taxes."

 - Ben Franklin

​We're on Your Side

804-733-4511

This block contains code to allow dead links in the navigation to function properly. This block will not be visible on the live site.

DO NOT DELETE

For more information, please feel free to contact us with questions you may have.