Information Submission
Please fill our online information submission forms (all of which are mentioned in later steps). Once the form is submitted in our system along with your information, you shall receive an email as well as a mobile text message confirming the same.
Engagement Agreement
Before we start working on your small business tax returns, a duly signed engagement agreement is a must as per IRS rules and our Professional Liability Insurance provider. Please find below, the link for digital agreement.
Digital Engagement Agreement
Tax Documents Checklist
To ensure that you share all the information and documents with us, please click on the link below to see the list of details that we require from your end to file your small business tax return.
Small business tax return checklist
Update Business Details
Please click on the link below to update your business details. Irrespective of whether you are a new or a returning client, update and confirm your business details such as your registered/contact email id, phone number, mailing address as well as business bank account details.
Business details
Tax worksheets
Update all the relevant worksheets mentioned below to provide us with important information that we require to completely fill your tax returns and to ensure to minimize your tax liabilities. Please make sure to provide correct and accurate information.
Business setup
Business ops,Finacial data
Accountable Plan
Home office worksheet
Business ops,Finacial data
Auto Expense Worksheet
Tax Return Review and Tax Bill Payment
Once we have prepared your tax returns, we shall update the file on our client portal. You shall receive an email as well as a mobile text message informing about it. Kindly, review the tax returns prepared. Clarify any query you might have and then remember to pay your tax bill on time. Review as well as tax bill payment links are provided below.
Small Business tax return review
Tax bill payment