BUSINESS TAX RETURN
If you are currently on an accounting plan with us, please disregard. If you currently use Xero, please grant us access to your organization.
If neither of the above apply to you, please upload the following in Excel or Google Sheets format:
Secure Portal Upload
OWNER LISTING CONTAINING THE FOLLOWING: (Shareholder, Partner or LLC Member)
OWNERSHIP ITEMS THAT OCCURED
BUSINESS DOCUMENTS – If we did NOT prepare your tax return last year
FOR S-CORPORATIONS ONLY (1120S)