What To Bring To Your Business Tax Return Consultation

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Welcome to the Caputa & Associates, LTD., family.  We’d like to thank you for choosing us for your tax and accounting needs. We are honored to have your business and promise that we will do our absolute best to ensure that your experience with us is nothing but excellent.  We have built our organization on trust, honesty, and respect, and we are confident that you will see that in our work with you.

Business Income Tax Return

Corporate Documents

  1. Prior years 1120 or 1120S corporate tax return
  2. Articles of Incorporation
If first tax return:
  1. EIN Letter
  2. Form 2553 S-Corporation election, if applicable
  3. Letter from IRS confirming S-Corporation beginning year
  4. Illinois REG-1 Business Registration form

Payroll Reports

  1. Prior year W-3 (summary of W-2s)
  2. Prior year:
    1. 941 (federal withholding & social security taxes)
    2. 940 (federal unemployment)
    3. IL-941 (Illinois withholding)
    4. IDES (Illinois unemployment)
  3. EFTPS password and PIN
  4. Illinois MyTax username and password

Bookkeeping

If you did your own bookkeeping: 

  • Access to your bookkeeping system (e.g., Quickbooks)
  • Or Financial statements:
    1. Profit & Loss
    2. Balance Sheet
    3. General Ledger

If you would like us to do your bookkeeping:

  1. 3rd-party view-only access to your business bank and credit card accounts, so we can download transactions and statements
  2. Access to your bookkeeping system, if any (e.g., Quickbooks)

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