- Don't forget to sign your Engagement Letter.
- If you haven’t already, please grant us access to your file. Click for instructions.
- Please provide copies of all documents below which apply to your company:
- W-3 (summary of W2) & Copies of W-2’s for the current year
- Quarterly Sales Tax Returns
- 1099’s issued
- Click Here to upload support files.
- Please send us confirmation that all bank accounts and credit cards have been reconciled through December 31st by sending / replying to our email or clicking here