Client Resources
Everything you need to work with us — in one place.
Helpful guides, checklists, and answers to the questions we hear most from Atlanta small business owners.
Preparation Checklists
Come prepared. Save time.
Use these checklists to gather what you need before your consultation or tax appointment.
Tax Filing Checklist — Business
What to gather before your business tax appointment.
- Prior year tax return (if applicable)
- Profit & loss statement for the year
- Balance sheet as of year-end
- Bank and credit card statements
- Payroll records and W-2s / 1099s issued
- Records of business asset purchases
- Home office details (if applicable)
- Vehicle mileage log (if applicable)
- Receipts for major deductible expenses
- Any IRS or state notices received
Tax Filing Checklist — Personal
What to bring for your personal income tax return.
- Social Security numbers for you, spouse, and dependents
- W-2s from all employers
- 1099 forms (freelance, interest, dividends, retirement)
- Prior year tax return
- Mortgage interest statement (Form 1098)
- Property tax records
- Charitable donation receipts
- Student loan interest statement
- Health insurance information (Form 1095)
- Childcare provider name, address, and EIN
New Client Onboarding Checklist
What to have ready when you start working with us.
- Business formation documents (Articles of Incorporation / LLC Operating Agreement)
- EIN (Employer Identification Number)
- Prior year tax returns (last 2–3 years)
- Current accounting software login (if applicable)
- Bank and credit card account details
- List of employees or contractors
- Outstanding IRS or state notices
- Current chart of accounts (if available)
Frequently Asked Questions
Common questions, straight answers.
Still have questions?
We're happy to answer them on a free consultation call.