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 dropping off, 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 Checklist
- 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)
For annual tax returns and tax planning for your future, speak with the tax specialists at Imperato Tax Services, Inc.
(718) 672-2500
Tax Season Hours of Operation: Monday-Saturday 10am-7pm
Fax: 347-679-6335 | 718-672-2513
Mailing Address: 510 Broadhollow Rd Suite 201 Melville NY 11747
Office Location: 510 Broadhollow Rd Suite 201 Melville NY 11747
Partnership Document Checklist
- 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)
Secure Document Upload
If you are a new client please include a copy of your previous year’s tax return, along with your date of birth, occupation, day time, evening, and cell phone numbers.
Forward all these documents by uploading them directly using the form below.