We get many questions from prospective clients. Here are a few of the frequently asked questions. If you do not see your question here call us at 888-857-4639 and we’ll answer any of the questions you may have.
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.
