Tax Preparation Business – Client Checklist

Thank you for choosing Tax Service Masters. We look forward to preparing your Business Tax Return.

Your tax professional will need a few things to better complete your tax filing this year. We’ve created a simple checklist for you.

1. Sign an Engagement Letter – This can be done online – click here

2. Choose the form that applies to your business:

Tax Preparation – Tax Organizer – C-Corp – Fillable PDF

Tax Preparation – Tax Organizer – S-Corp – Fillable PDF

Tax Preparation – Tax Organizer – Partnership – Fillable PDF

3. Supporting documents (Profit and Loss, Balance Sheet, Bank Statements etc.).

Once you’ve completed the Tax Organizer and have your Supporting Documents we’ll need them.

4. We’ll need your Tax Documents – see options below: