What tax year are we preparing?

What is the legal name of the partnership or multi-member LLC?

Does the business use a different DBA or trade name? If yes, what name does it use?

Is the entity organized as a multi-member LLC or another type of partnership?

In what state was the entity formed?

What year was the entity formed?

What type of business does the entity operate? Briefly describe its primary products or services.

Did the business start, close or substantially change operations during the tax year? If yes, briefly explain.

How many partners or members did the entity have during the tax year?

Were there two or fewer partners/members for the entire year?

Did any partner or member join, leave, sell an interest, transfer an interest or change ownership percentage during the year?  If yes, briefly explain the ownership change.

Were ownership percentages the same for profit, loss and capital?

Were any special allocations made among the partners?

Did any partner contribute money or property to the partnership during the year?

Did any partner receive distributions of money or property during the year?

Did any partner loan money to the partnership?

Are any partners foreign persons or foreign entities?

Was a Form 1065 filed for the prior tax year? If yes, Do you have a copy of the prior-year Form 1065 and all Schedules K-1?

Do you have a completed year-end profit and loss statement?

Do you have a completed year-end balance sheet?

How are the business's financial records maintained?

Do you need bookkeeping, cleanup or reconstruction before the return can be prepared?

Did the partnership receive business income during the year? Forms 1099's, interest, dividends, investment income or capital gains? Did the partnership own rental real estate?

Did the partnership purchase or dispose of equipment, vehicles, real estate or other business assets during the year?

Did the partnership have employees during the year? Were all required payroll tax returns filed?

Did the partnership pay independent contractors or other nonemployees? Were required Forms 1099 issued?

In which states did the partnership conduct business or earn income?

Does the partnership expect to file in more than one state?

Did the partnership make federal or state tax payments during the year?

Did the partnership receive an IRS or state tax notice that could affect this return?

Is there a filing, payment or notice-response deadline we should know about? If yes, what is the deadline?

Are there any unusual transactions or significant events we should know about?  If yes, briefly explain.

Is there anything about this partnership return that particularly concerns you?

What questions would you like us to address while preparing the return?

Is there anything else we should know before beginning preparation?

Is there anything about your individual or business tax return that particularly concerns you?

Is there anything else we should know before beginning preparation?

I understand that the $750 fee is the starting price for a standard Form 1065 with up to two partners or members and up to two Schedules K-1. Additional complexity or work may require an additional fee.

I understand that bookkeeping, cleanup, record reconstruction, partner basis reconstruction and extensive capital-account reconstruction are not automatically included in the $750 starting fee.

I understand that I am responsible for providing complete and accurate business, financial and partner information needed to prepare the return.

I understand that tax preparation does not guarantee a particular tax liability, tax savings, refund or taxing-authority outcome.

I understand that purchasing this service or completing this intake does not extend, suspend or satisfy any federal or state filing, payment or other tax deadline.

I understand that tax returns, Social Security numbers, EINs, bank information and other sensitive taxpayer or business documents should only be provided through the designated secure client process.