We are excited to be bringing you on board with our firm!
In order to get your account up and running as efficiently as possible, we are requesting the following documents to be uploaded to our portal with your New Client Questionnaire.
Please let us know if you have any questions or concerns. We look forward to working with you!
Last completed corporate tax return
Last completed personal tax returns for all owners
Last financial statement
Last bank reconciliation
Year to date payroll reports and quarterly returns
Most recent fixed asset listing / depreciation schedule