Information for LLC income (limited), partnership
income (limited) and tax-related expenses/deductions for your business.
OR
Information about business sales via payment slips,
1099-K, and any bank statement
We will contact you after reviewing your documents by email or
phone. Please check spam folder for any confirmation emails!
Please make a payment to the invoice we provide by
email
You will get a notification after your taxes are completed
with the following:
Form 1040 with Schedule A, Schedule C/E, Schedule
SE,CA 540, Schedule CA Adjustments(540)
OR
Form 1065, Schedule K-1 and related CA forms 568
or 56
OR
Form 401-EZ and excel file with all sales as
archive
We will contact you after reviewing your documents by email or
phone. Please check spam folder for any confirmation emails!
For printing options: download your tax return from shared
folder, review, then sign and upload to the folder so the tax preparer can sign. With both signatures of
the individual and tax preparer, you can download and print the completed tax documents. It's your
responsibility to mail the tax return documents to the IRS and California Franchise Tax Board.
For e-file options: download your tax return from shared
folder, review, then sign and upload to the folder for signature of tax preparer. You will also sign an
additional form to do e-file with us. Once e-file is completed please keep the downloaded tax return for
references.
If e-file is not successful that you will need to mail your tax return to the IRS and California Franchise
Tax Board. It's your responsibility to mail the tax return documents to IRS and California
Franchise Tax Board. We will provide the appropriate mail addresses.
