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Business Organizer
STEP 1: Upload the financials of the company or QB files to our portal
Upload the following documents:
IRS EIN Letter
State Articles of Incorporation
Last 3 Years Tax Returns
Partnership or Shareholders Agreement
CLIENT PORTAL
Step 2: Complete the secure form below:
Company name
EIN
Mailing address
Busines location address
Phone number
*
Email
*
Product/services
Type of entity
LLC
S CORP
C CORP
Name of managing member/shareholder/manager
State incorporated
State Tax ID number
Current Payroll Provider?
Select
Do You Have Employees?
Yes
No
General File Upload
Drag and Drop (or)
Choose Files
Max upload 8mb
Additional Information
Submit
Please do not fill in this field.
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Services
Accounting
International Tax
Tax Preparation
Tax Resolution
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