Getting Ready for Your 2023/2024 Tax Return Appointment AND Mailer:
Here is the information you will need:
S-CORPORATIONS
STEP ONE: Sign your S-Corporation Engagement Letter
STEP. TWO: Fill out your 2023 Corporation Tax Checklist
STEP THREE: Gather your Income and Expenses using one of the options
A) Corporation Income and Expenses Worksheet
B) Quickbooks (add us as your accountant info@emtaxservice.com)
C) Your own Spreadsheet (see checklist for requirements)
D) Use E&M Bookkeeping team to gather your expenses
STEP FOUR: Fill out the Notice Protection (this is electing in OR out of the Notice Protection Service)
STEP FIVE: Send us your Engagement Letter, Checklist, Notice Protection and Income/Expenses to mailers@emtaxservice.com OR our PORTAL
STEP SIX: If you would like an appointment, email schedule@emtaxservice.com to set up an appointment
PARTNERSHIPS
STEP ONE: Sign your Partnership Engagement Letter
STEP. TWO: Fill out your 2023 Partnership Tax Checklist
STEP THREE: Gather your Income and Expenses using one of the options
A) Partnership Income and Expenses Worksheet
B) Quickbooks (add us as your accountant info@emtaxservice.com)
C) Your own Spreadsheet (see checklist for requirements)
D) Use E&M Bookkeeping team to gather your expenses
STEP FOUR: Fill out the Notice Protection (this is electing in OR out of the Notice Protection Service)
STEP FIVE: Send us your Engagement Letter, Checklist, Notice Protection and Income/Expenses to mailers@emtaxservice.com OR our PORTAL
STEP SIX: If you would like an appointment, email schedule@emtaxservice.com to set up an appointment
INDIVIDUAL TAX RETURNS
STEP ONE: Sign your Individual Engagement Letter
STEP. TWO: Fill out your 2023 Individual Tax Checklist
STEP THREE: Gather your Income and Expenses based on your checklist
A) If you have a business use: Business Income and Expense Spreadsheet, Quickbooks (add us as your accountant info@emtaxservice.com), or Your own Spreadsheet
B) If you have a rental property fill out the Rental Income and Expense Worksheet for each rental you own.
C) Gather all tax documents you received, confirm you have received a tax document for all of your income received, double check the Checklist to make sure you have gathered all necessary information
STEP FOUR: Fill out the Notice Protection (this is electing in OR out of the Notice Protection Service)
STEP FIVE: Send us your Engagement Letter, Checklist, Notice Protection, all tax forms and income and expenses to mailers@emtaxservice.com OR our PORTAL
STEP SIX: If you would like an appointment, email schedule@emtaxservice.com to set up an appointment
OTHER ATTACHMENTS