Business Housekeeping Documents

Posted Thursday, December 5, 2024

Here is a quick list of the business housekeeping documents that are super helpful for the preparation of your business entity tax returns.

Articles of Formation or Incorporation (if you have them, no worries if you do not).
Operating Agreement (if you have one).
EIN Evidence (EIN letter from IRS or prior filed business tax return, or some other evidence).
S Corp Election and IRS Response (if you have it).
Prior Business Tax Returns (all pages) including K-1s and State (all pages).

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The tax advisors and business consultants at WCG are not salespeople; we are not putting lipstick on a pig expecting you to love it. Our job remains being professionally detached, giving you information and letting you decide within our ethical guidelines and your risk profiles.

We see far too many crazy schemes and half-baked ideas from attorneys and wealth managers. In some cases, they are good ideas. In most cases, all the entities, layering and mixed ownership is only the illusion of precision. As Chris Rock says, just because you can drive your car with your feet doesn’t make it a good idea. In other words, let’s not automatically convert “you can” into “you must.” Yes, it is fun to brag about how complicated your world is at cocktail parties, but let’s not unnecessarily complicate it for the bragging rights.

Let’s chat so you can be smart about it.

We typically schedule a 20-minute complimentary quick chat with one of our Partners or Senior Tax Professionals to determine if we are a good fit for each other, and how an engagement with our team looks. Tax returns only? Business advisory? Tax prep, and more importantly tax strategy and planning?

Should we need to schedule an additional consultation, our fee is $250 for 40 minutes. Fun! If we decide to press forward with a Business Advisory or Tax Patrol Services engagement, we will credit the consultation fee towards those services.

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After almost 6 years with this CPA group, there is NO ONE else we would trust to do our taxes.

L. Matisek

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Business Housekeeping Documents

Posted Thursday, December 5, 2024

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