Step 1: Complete our Tax Questionnaire
Fill out my online form.
Step 2: Send us your financial information
Financial Statements
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Sample P&L and Bal Sheet | |
File Size: | 32 kb |
File Type: | xls |
Include your list of equipment and fixed assets
You can provide us with basic schedule that list your fixed assets and equipment. This list should include assets over $300 and should contain the date purchased, a description, and amount.
Don't have financials?
Use our template!
Complete and send the below schedule of
income and expenses.
income and expenses.

Income and Expense Template | |
File Size: | 34 kb |
File Type: | xls |
Don't have a list of assets?
Use our template!
Complete the asset list template.

Asset List Template | |
File Size: | 9 kb |
File Type: | xlsx |