Step 1: Complete our Tax Questionnaire

Note: If you have already completed the questionnaire, go to step 2.

Fill out my online form.

Step 2: Send us your financial information

Financial Statements:
​Profit & Loss + Bal. Sheet
​+ General Ledger Report

You can provide us with an ​ACCRUAL comparative Profit & Loss and Balance Sheet in excel or CSV.
"General Ledger" report for the year with debits/credits. See the below examples:
Sample P&L and Bal Sheet
File Size: 32 kb
File Type: xls
Download File
Sample_financials.xlsx
File Size: 38 kb
File Type: xlsx
Download File

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.

Do NOT send us
Quickbooks Online Access OR
Quickbooks Files

Don't have financials?
​Use our template!

Complete and send the below schedule of
​ income and expenses. 
Income and Expense Template
File Size: 34 kb
File Type: xls
Download File

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
Download File

Step 3: Upload your Tax Documents Below

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Upload your files by clicking the Dropbox image above.

Looking for Individual Taxes?

Click HERE to go to our Individual Tax page

Engagement Letter (Terms and Conditions)

Please read carefully through our engagement letter. If you do not agree with our terms of service, you have three days to notify us so that we can terminate the engagement and provide you with a refund. The engagement letter is below. Otherwise, by paying your retainer you agree to be bound by these terms and conditions. 

Need to send a one-time payment?

Electronic Check

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Payment via US mail

Make checks payable to: IA-CPA LLC or Ivan Alvarez CPA
Mail to: 
107 N Lakeview Drive, Lake Dallas, TX 75065

Questions? Schedule a Zoom Meeting Below: