🏢Business Tax Return Questionnaire

Has there been any change in ownership during the last year?
If yes, you’ll be asked to provide documentation with the following details for each owner:

Were there any changes to company officers during the year?
If yes, please select all that apply and provide details.

Please list all states and cities where the business operates.
Operating in a state or city includes having a physical presence or conducting significant activities such as owning property, employing staff, or generating sales.

If the business operates in multiple locations, we may need to determine sales, assets, payroll, and rent by location.

Did you make payments to contractors that require issuing 1099s for this tax year?

Did the company engage in any barter transactions during the year?
(For example, exchanging goods or services instead of paying cash.)

Which accounting software did you use during the year?

Did you purchase $2,500 or more in office equipment, computers, cell phones, or other fixed assets during the year?
If yes, please provide:

Were any assets disposed of during the year?
This includes assets that were sold, donated, junked, converted to personal use, or destroyed.
Please provide the date and sale price (if applicable) for each item.

Did shareholders who worked in the business receive wages reported on a W-2?

Were there any payments made to owners that were not reported on a W-2?

Did the company make any charitable contributions during the year?
Please provide details.

Did the company make any political contributions during the year?
Please provide a list.

Does the company own any life insurance policies on shareholders or employees, or is it a beneficiary of a policy owned by a shareholder or employee?
Please provide details.

Does the company have a retirement plan in place?
If yes, please indicate:

If no retirement plan exists, is the company interested in setting one up for this tax year?

Does the company own, control, or have signature authority over any foreign financial accounts (such as bank or securities accounts)?
Please provide details.

Did the company have any transactions involving cryptocurrency or digital assets?
Please provide details.

Did the company make any estimated tax payments during the year?
Please provide details.

Were you notified of, or audited by, the IRS or any state taxing authority?

Would you like us to prepare your federal business income tax return?

Would you like us to prepare state and/or local returns?
If yes, please list the states and municipalities where you expect to file.

Please include any additional information not covered above that you believe may be relevant to your tax return.