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What To Bring for 2025 Business Tax Return Prep

  • Copies of prior 2 years returns which includes a Depreciation Schedule (new clients)

  • Complete business name, address, Federal Identification Number (EIN) and PA Corporate Tax ID Number

  • Type of Entity (Sole-Proprietorship, Partnership, S-Corp, C-Corp, Single-Member, LLC, Multi-Member, LLC, Non-Profit, etc.) (new clients)

  • The names, addresses, and social security numbers of all shareholders/partners and the percentage of business ownership

  • Calendar year end or fiscal year end filer (new clients)

**** AMOUNT OF ERC RECEIVED IN 2025. WERE ALL APPLICABLE TAX YEAR RETURNS AMENDED?****

Accounting Systems

If your accounting is computerized and you prefer to save it to a thumb drive, please let us know which version of QuickBooks you are using along with the User ID & Password to your QuickBooks Account

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If you prefer to bring us paper financial statements from your computerized bookkeeping please print and bring to us:

January-December Profit & Loss Statement

December 31 Balance Sheet

January-December General Ledger

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If you have a handwritten bookkeeping system please make sure you include total income and expenses (broken down into categories) totaled for the year. This saves us time and you money by not having to add up your spreadsheets. We do not need to have all your backup receipts for your bookkeeping, keep those for your files.

Additional Items needed for tax preparation

  • 1099-Misc Received

  • 1099-Int

  • 1099-K from Credit Card Processing

  • W-2/W-3/Payroll Summary

  • 1099-Misc issued to subcontractors

  • Profit sharing funding documentation

  • Paperwork relating to the purchase of any new equipment, tools, computers and vehicles

  • Mileage log of business miles

  • Ending balance in all your bank accounts as of December 31st

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