Tax Return Requirements
Personal Returns
1. ID of Taxpayer, Spouse
2. Prior year tax return
3. W2s
4. 1099 if applicable
5. 1098 if applicable
6. 1095 if applicable
Business Returns
1. ID of shareholder/owner who would sign the return
2. Prior year tax return (if established in 2024, please share EIN, Company registration
copy, 2553 approval notice, shareholder/partners details)
3. Profit & Loss Statement
4. Balance Sheet
5. Copy of purchase or sale of asset
And we do both CRYPTO taxes and accept CRYPTO payments!
Book Keeping Requirements
- QuickBooks Subscription
- All business bank accounts, credit cards, etc.
Yearly Bookkeeping
Bookkeeping Cleanup and Catch-up for Full Year: $3,000 (Will take 2-3 weeks to complete)