top of page

Business Entity Tax Organizer

The Business Entity Tax Organizer is used to provide your tax preparer with the information necessary to accurately report your business activity on your income tax return. Please look through the organizer and complete the sheets that are applicable to you.

We will begin the process of your tax preparation upon receipt of the following:

  • A completed Business Tax Organizer, to include:

    • The name of your business

    • All requested documents (Financial Statements, Payroll Filings, etc)

    • The completed questionnaire, “Questions for Entities”

bottom of page