Business Client Resources

Businesses - Help Us Help You

When working with us there are a few simple things that you can do to help us complete your return more quickly. Just a little attention saves a lot of time.

  • Complete the tax return questionnaire and submit it with your documents.
  • Follow this guide when submitting digital documents.
    • PDF files are always the preference for digital documents.
      •  Image files (JPEG, PNG, GIF, TIFF, etc.) should be avoided.  All scanners will scan directly to PDF.  You may need to look at the settings if yours automatically produces an image file.
    • Excel files are always the preference vs. a PDF printout of the information.
    • All documents should be complete and easy to read.
      • Ensure that information in the margins wasn't cropped in the scanning process.
      • Pencil doesn't scan well so ensure that written information can be easily read.
    • Documents should be submitted via. ShareFile or your Karbon task list unless directed otherwise.
  • Do not submit receipts for expenses.
    • For the following types of expenses we request that you submit summed totals vs. individual receipts. 
      • Business expenses
        • Provide your accounting records (QuickBooks, Excel, Zero, etc.).
        • You can also communicate your sum totals on the organizer.
      • Rental property expenses
        • Provide your accounting records (QuickBooks, Excel, Zero, etc.).
        • You can also communicate your sum totals on the organizer.
  • Provide your information in a complete file.
    • Please do not provide your information until you have a more-or-less complete file.
    • If information is coming to you late send us what you have so that we can arrange for an extension if needed.