Tax Prep - Corporate Clients
This page is for Corporate Drivers (S Corp/C Corp and multimember LLCs) or for any driver who Is taxed as a corporation. You can be a C Corp, S Corp, or an LLC that has more than one member.
Service Fee:
Corporate Return Service Fee - $590.00
Individual Return Service Fee - $210.00
Total - $800.00
Our process begins with the tax organizer.
There are three online forms that you will need to fill out. The corporate organizer for your business, the personal organizer for you, and the list of deductions form. After completing the forms, please press the “Submit” button at the bottom of their respective last pages and we will receive a copy of each form instantaneously.
Additional documents we may need:
Once you have sent the tax organizer, we will need copies of your tax documents. Below you will find a list of possible documents.
It is not necessary to send any receipts or back up documents that detail the deductions you entered into the tax organizer.
If you are a first time client you must send us a copy of your previous year’s tax return
1099s and W2s
SS4 showing your EIN
Articles of Incorporation
Must have bank balances: January 31st and December 31st (Don't need Docs, just answer questions in Tax Organizer)
Purchase agreement for tractors/trailers
Depreciation schedules
Loan documents
Pension/IRA or investment documents
Insurance form 1095A
Any correspondence marked "Important Tax Documents"