Business Tax Documents

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Business 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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