To help us serve you most efficiently, please review the items listed below and bring all pertinent information and documentation.

Corporate & Partnership

Copy of Prior Year Tax Return (New Clients)

Depreciation Schedule (New Clients)

Bank Statements

Business Credit Card Statements

Quarterly & Year End Payroll Reports

Quarterly Sales Tax Reports

Beginning & Ending Balances on Loans

Interest Paid on Loans

Copy of QuickBooks File