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What should I bring?
Request Free Quote
Request Free Quote
Resources
Template Downloads
Profit & Loss Template
Internal Revenue Service
IRS Website
IRS
1-800-829-1040
Check my amended return
Get a tax return transcript
Find the nearest IRS office to you
Apply for a federal employer ID Number
Make a payment to the IRS
California Franchise Tax Board
Franchise Tax Board Website
Franchise Tax Board
1-800-852-5711
Check my California State Refund Status
Make a payment to Franchise Tax Board
Which Documents should I bring?
Sole Propriotorship
A single-owner business where the owner is personally liable for all debts and obligations.
Documents to bring:
•
Profit & Loss
• 1099-NEC form reported under your name
Partnership
A business owned by two or more people who share profits, losses, and liabilities.
Documents to bring:
•
Profit & Loss
• 1099-NEC form reported under your name
• CA Statement of Information
• IRS Letter containing business EIN
Single-Member LLC
A one-owner business with liability protection and pass-through taxation.
Documents to bring:
•
Profit & Loss
• CA Statement of Information
• IRS Letter Containing Business EIN
Multi-Member LLC
A multi-owner business with liability protection and pass-through taxation.
Documents to bring:
•
Profit & Loss
• CA Statement of Information
• IRS Letter Containing Business EIN
S Corp
A corporation with pass-through taxation and liability protection for shareholders.
Documents to bring:
•
Profit & Loss
• CA Statement of Information
• IRS Letter Containing Business EIN
C Corp
A separately taxed corporation with strong liability protection, ideal for large businesses.
Documents to bring:
•
Profit & Loss
• CA Statement of Information
• IRS Letter Containing Business EIN
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