Business Tax Documents
Helpful Links and DocumentsBusiness Tax Documents
Thank you very much for deciding to use Alfano & Company, LLC to handle all your tax needs. Regardless of whether you have been using us for years or this is your first time with us, here is a small list of important tax documents to bring with you to your appointment:
- Financial Statements for fiscal year (Summary P&L and Summary Balance Sheet) on the appropriate cash or accrual filing basis -OR- Completed Business Spreadsheet
- Inventory Asset Report
- Mileage Log
- Copies of all payroll tax returns filed for the fiscal year
- Copies of W-2s & W-3 filed
- Copies of 1099s & 1096 filed
- Copies of all sales tax returns filed for the fiscal year
- Information regarding any changes of ownership or transfers of shares or stock
- Forms for Businesses
- Forms for Trusts & Estates
Feeling overwhelmed? You don’t have to feel unprepared during tax time! Take a look at our accounting services to see how we can help!
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3 Boulder Avenue
Old Greenwich, CT 06870