Requirements Gathering

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Any other requirements?

Name of corporation, wether it is S-corp or C-corp

Date of incorporation

EIN of corporation

Nature of business e.g. what type of activities your busniess is involved in.

Have you maintained accounting records of corporation e.g. Profit and Loss account and balance Sheet, if yes, please provide me those records for relevant years

If you haven't maintained accounting records, please provide me the estimated figures of your revenue, expense alongwith a brief descrition

Note: This is not a complete list of queries, I will ask you some further questions(if needed).

Your complete name and date of birth

Marital status and your filing status i.e. single, married filing jointly, married filing separately,

Social security number

Complete Communication Address i.e. Hosue #, Stree, Town/City/PO, State and ZIP Code.

Do you have any dependent(s)?

Have you received any rental income?

Have you received any salary during the year(s)?

Have you purchased shares of any company?

Have you received any social security benefit during the Year?

Have you received any health care benefit during the Year?

Estimated amount you paid for purchasing fuel for your vehicles during the year? (If any)

Note: This is not a complete list of queries, I will ask you some further questions(if needed).