What tax year are we preparing?

What is the legal name of the S corporation?

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

What type of legal entity is the business?

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.

Briefly describe its primary products or services.

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

Do you have a copy of the Form 2553 or IRS S corporation acceptance notice?

Is this the corporation's first Form 1120-S?

How many shareholders did the corporation have during the tax year?

Did any shareholder join, leave, sell or transfer shares, or change ownership percentage during the year? If yes, briefly explain the ownership change.

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 you aware of any shareholder stock-basis or debt-basis issues that need to be addressed?

Was a Form 1120-S filed for the prior tax year?

Do you have a copy of the prior-year Form 1120-S 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 corporation's financial records maintained?

Are the corporation's income and expenses fully reconciled for the tax year?

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

Did the corporation have accounts receivable at year-end?

Did the corporation have accounts payable at year-end?

Did the corporation receive business income during the year?

Did the corporation receive Forms 1099 or other tax reporting documents?

Did the corporation receive interest, dividends, investment income or capital gains, own rental real estate, or purchase or dispose of equipment, vehicles, real estate or other business assets during the year? Briefly explain.

Did the corporation have employees during the year?

Were all required quarterly and annual payroll tax returns filed?

Did any shareholder receive wages reported on Form W-2 from the corporation?

Were all Forms W-2 and W-3 filed for the year?

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

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

Is there anything about this S corporation return that particularly concerns you?

Is there anything else we should know before beginning preparation?

I understand that the $650 fee is the starting price for a standard Form 1120-S with up to two shareholders and up to two Schedules K-1. Additional complexity or work may require an additional fee.

I understand that bookkeeping, cleanup, record reconstruction, shareholder basis reconstruction, payroll corrections and reasonable-compensation analysis are not automatically included in the $650 starting fee.

I understand that I am responsible for providing complete and accurate corporate, financial, payroll and shareholder 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.