Filing a Business, Farm, or Rental Property
**This webpage is only for businesses that are Single-Member LLC’s or Sole proprietors.**
Please review each step to determine if that information is relevant to your entity.
Start Here
IRS requires that we obtain certain information for each client. This section will help you and us ensure we are meeting those requirements.
Step 2
If you have a rental property, we need the form listed below filled out for each rental property.
(You can use an equivalent of the form; however, there is additional information on our form that is very helpful for us when filing a tax return.)
Rental Income: Expenses – Individuals, Estates, & Single-Member LLCs
Step 3
If you have a business, we need a Profit and Loss. We have standard profit and loss forms you can use here: If you need a more specific one, please call to see if we have one.
Schedule C (Uber, Lyft, Taxi, Hail, Glett, & Blablacar)
Schedule C (General Company with Sales and Inventory)
Step 4
For all businesses, farms, and rentals we need a breakdown of equipment, assets, furniture, vehicles, and improvements done in the filing year and broken down by date, cost, and description.
Step 5
If you filed your business, farm, or rental on your tax return in a previous year, we need the Depreciation Worksheet from that tax return.
Step 6
For all businesses, farms, and rentals, if you filed 1099 Forms, we need your 1096 Summary Form
Step 7
For all businesses, farms, and rentals, if you had employees in the filing year, we need a copy of your W-2’s and the W-3 Summary Form.
PDF Forms: If you would like to digitally send us your information, we only take PDF format files. We prefer PDF files that have been originally scanned and saved as PDFs, meaning not converted to a PDF from a picture file. If you have a smartphone or an all-in-one printer, scanner, & copier, the apps or scanner software often times take a picture then convert it to a PDF. When it converts it to a PDF from a picture, in most cases, we cannot print out your information nor will IRS accept that format. If at all possible, please scan them into a computer and save them as a PDF to your desktop rather than a smartphone.
Tax Portal: In years past, our only option for getting PDF files from our clients was via e–mail. In 2022, we added the option of using a tax portal, which is much more secure, handles documents better, and stores all of your information in one place. Since 2022 was our first year using it, we tested it out and moved more and more to using it over the course of the year, until now it is our preferred method of getting information from our clients and getting information to our clients. E–mail is not a secure method of sending or receiving documents. Starting 2023, we ask all of our clients to use a tax portal set up just for them. Once set up, you will have your own personal tax portal account from that point on. Each tax return, meaning different person that files, will need their own e-mail address in order to use the tax portal.
More than 5 PDF Documents: If you need to send more than 5 PDF documents for your taxes, we have to put your documents in a holding bin until someone can merge them. It will speed up the processing of your return if you merge them into 5 or fewer documents before sending them to us. Sending more than 5 documents will slow down the processing of your taxes. Due to that fact, we ask you to merge them into one or two files. See how to merge files below.
How to Merge Files: On a computer, open one of the files in your PDF viewer and go to “insert file” and select it. The PDF app will ask you what you want to insert, then select the various pages you want to insert and insert them into the file you have open. Just hit save once you are completed or you will lose everything you inserted.