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Name of company, address for company, owners name(s), address, ITIN/SSN (Social Security Number) for each owner.
Current passport and $50.00. (If applying for a dependent please call for details)
Quickbooks! We are Pro advisors and have been using the program for over 12 years.
Personal taxes and C-Corps are due April 15, S-Corp and multi owner LLCs are due March15th.
Bank statements, receipts, and checkbook (Stubs) – If you use Chase bank we only need receipts for cash expenses (no statements or checks)
BMO, Chase & Huntington! These banks keep electronic record available online longer than other banks and they work better with Quickbooks.
Yes, but you should keep your receipts and a mileage log! Both are required during an audit. We recommend the app MileQ!
Only when you have a meeting and write down who you had lunch with and what was discussed.
Yes! We have several companies that will cover you! Even with full coverage.
Yes. Our team will listen to your needs, answer your questions, and connect you with the right ULS department or service. Contact us or schedule an appointment to get started.
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