Are you hiring a tax professional to file your individual or corporate taxes?
Before you meet with a tax advisor, it’s important to have all the necessary documents in place so your income tax returns can be completed in an efficient and timely manner.
If you are filing your corporate taxes, we’ve compiled a quick checklist of documents that your tax advisor will need in order to prepare your corporate tax returns. If you’d like the full breakdown of each item, let me know and I’ll send over a PDF.
Business Tax Preparation Checklist:
- Prior Year’s Tax Return
- Year-End Balance Sheet
- Profit and Loss Report
- Statement of Cash Flows
- Payroll Information
- Fixed Assets
- Expense Records
- Common business-related expenses
- Inventory Total
Need help with any of this? Let our tax experts show you the Robert Hall & Associates difference.
Let us know if you’re interested in getting a tax appointment on our calendar.