Business Tax Checklist

Thank you for choosing Chris D’Ambrosio to prepare your Income Taxes.

If you are mailing, faxing, e-mailing, or coming in for an appointment here is a brief list of the documents you will need to provide in order for us to prepare your tax returns completely.

Please be advised certain items may or may not apply to everyone.

Corporate Document Check List

  • Filing Receipt
  • Tax ID Number
  • If Pre-existing Business with previous filings, a copy of the prior year’s tax return
  • Sub Chapter S Approval Letter from Federal and State (if applicable)
  • Bank statements with cancelled checks
  • Spreadsheet or accounting books done on accounting software (Such as: Quickbooks, Quicken, and Peachtree) which produce a Profit & Loss Statement and Balance Sheet
  • Payroll Reports (4th Quarter 941’s, 4th Quarter NYS-45’s & Year End W-3)

Partnership Document Check List

  • Articles of Organization/ Filing Receipt
  • Tax ID Number
  • If Pre-existing Business with previous filings, a copy of the prior year’s tax return
  • Names, Addresses & Social Security Numbers of each partner along with their Percentage of Ownership and a list of how much capital was invested into the business by each individual partner
  • Bank statements with cancelled checks
  • Spreadsheet showing Total Income and Break out of Expenses or accounting books done on accounting software (Such as: Quickbooks, Quicken, and Peachtree) which produce a Profit & Loss Statement and Balance Sheet
  • Payroll Reports (4th Quarter 941’s, 4th Quarter NYS-45’s & Year End W-3)

If you are a new client please include a copy of your Company’s previous year’s tax return, along with your contact information including daytime, evening, and cell phone numbers.

Forward all these documents to the following address and put to the attention of your tax preparers name.
We strongly suggest using an overnight service such as UPS or FedEx so that it may also be tracked.
You may also upload your documents directly to our office using the secure client portal.

Imperato Tax Services
Attn: Chris D’Ambrosio
66-66 Grand Ave
Maspeth, NY 11378

Fax: 917.791.8338
Email: chris@taxesnow.com

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