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C Corporation
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LLC taxed as S Corp
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LLC taxed as disregarded entity
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Year Incorporated
Multi-State Tax Return
Yes
No
Number of State Tax Returns to be filed
Initial Tax Return
Consolidated Tax Return
Yes
No
Not Sure
Consolidated tax returns are often filed by business conglomerates on behalf of all subsidiary firms.
Accounting records are in
QuickBooks
Xero
Excel
Unorganized Format
Other Software
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Accounting Records Finalized for Tax Filing
Yes
No
Not Sure
Complete reconciled and finalized P&L, depreciation schedule and balance sheet after required adjustments as of Dec 31st.
Are Additional Services Required?
Yes
No
Additional Services Required
Individual Taxes
Accounting
Payroll
Sales Tax
Tax Planning
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Business consultation with your tax return?
Yes
No
Tax Returns for Multiple Entities
Yes
No
Details of Multiple Entities
Please provide business name, business entity type, state of incorporation, number of shareholders/members/partners and other relevant details for each additional entity in which you have ownership for a consolidated quote.
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