Business Housekeeping Documents

Posted Thursday, December 5, 2024

Here is a quick list of the business housekeeping documents that are super helpful for the preparation of your business entity tax returns.

  1. Articles of Formation or Incorporation (if you have them, no worries if you do not).
  2. Operating Agreement (if you have one).
  3. EIN Evidence (EIN letter from IRS or prior filed business tax return, or some other evidence).
  4. S Corp Election and IRS Response (if you have it).
  5. Prior Business Tax Returns (all pages) including K-1s and State (all pages).

Not sure what we have what we don’t? No worries! Let’s hop on a call and figure it out.

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We see far too many crazy schemes and half-baked ideas from attorneys and wealth managers. In some cases, they are good ideas. In most cases, all the entities, layering and mixed ownership is only the illusion of precision. As Chris Rock says, just because you can drive your car with your feet doesn’t make it a good idea. In other words, let’s not automatically convert “you can” into “you must.”

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