Tax-Ready Business Return Checklist

For clients engaged for monthly accounting or accounting review services

To ensure the accuracy of your data, your Accountant in Charge (AIC) will manage your Tax-Ready Business Return Checklist.

When verification of any item is required, your AIC will contact you.

For clients who manage their own books

To ensure the accuracy of both your Balance Sheet and P&L, you will need to verify the following before our team can prepare your business return.

Balance Sheet

Profit and Loss Statement (P&L)