When coming in for the first time, suggested items to bring to make the process smoother are as follows:

  • Prior 3 years of filed tax returns – Federal and State
  • Depreciation Schedule (preferably in Excel), if applicable
  • Any IRS or State Notices/Correspondence
  • Permanent Documents
    • Operating Agreement
    • Articles of Incorporation
    • Partnership Agreement
    • EIN Notice
    • Buy/Sell Agreements
  • Basis Schedule
  • Date of Birth/Federal Tax ID
What Clients Say...
"It’s great to know that my accounting is handled locally."
"CORE's customized approach was perfect for our business."
"We are glad we made the switch to CORE for our accounting needs."
"CORE takes the stress out of accounting and let's me focus on running my business."