Business Preparation Checklist

Thank you for choosing Imperato Tax Services, Inc. to prepare your Income Taxes.

Please be advised updated LLC and Partnership due dates are now March 15th.

If you are mailing, faxing, e-mailing, or coming in for an appointment here is a brief list of the documents you will need to provide in order for us to prepare your tax returns completely.

Please be advised certain items may or may not apply to everyone.

Corporate Document Check List

Filing Receipt
Tax ID Number
If Pre-existing Business with previous filings, a copy of the prior year's tax return
Sub Chapter S Approval Letter from Federal and State (if applicable)
Bank statements with cancelled checks
Spreadsheet or accounting books done on accounting software (Such as: Quickbooks, Quicken, and Peachtree) which produce a Profit & Loss Statement and Balance Sheet
Payroll Reports (4th Quarter 941's, 4th Quarter NYS-45's & Year End W-3)

Partnership Document Check List

Articles of Organization/ Filing Receipt
Tax ID Number
If Pre-existing Business with previous filings, a copy of the prior year's tax return
Names, Addresses & Social Security Numbers of each partner along with their Percentage of Ownership and a list of how much capital was invested into the business by each individual partner
Bank statements with cancelled checks
Spreadsheet showing Total Income and Break out of Expenses or accounting books done on accounting software (Such as: Quickbooks, Quicken, and Peachtree) which produce a Profit & Loss Statement and Balance Sheet
Payroll Reports (4th Quarter 941's, 4th Quarter NYS-45's & Year End W-3)

If you are a new client please include a copy of your Company's previous year's tax return, along with your contact information including daytime, evening, and cell phone numbers.

Forward all these documents to the following address and put to the attention of your tax preparers name. We strongly suggest using an overnight service such as UPS or FedEx so that it may also be tracked.

Imperato Tax Services, Inc.
66-66 Grand Avenue
Maspeth, NY 11378

or e-mail your documents to the following address: corps@imperato.com

Imperato Tax Services, Inc. - Tax Preparation & Financial Services