Business Tax Services

When filing, please have the following documents available:

1. •Copy of previous years(s) tax returns
   

2. •Any changes in ownership, partners, or members
   

3. •Final payroll reports indicating gross wages and any and all taxes paid for or on behalf of employees
   

4. •All 1099's
   

5. •All Schedules K-1 received
   

6. •Financial statements, trial balance, or any report indicating income and expense
   

7. •If the above is not available; provide categorized income and expenses.  If neither of the aforementioned is available, then please call for specific instructions.
   

8. •Rental property owners; rents received and all expenses paid
   

While this list is by no means exhaustive, it serves as a springboard into business tax filing.  The Tax Lady wishes to make your filing experience as stress-free and convenient as possible.

Have your own business?  Considering starting one?  Regardless of the situation, The Tax Lady can provide valuable assistance.

Please reference the following table for information on each type of business entity: