Forms


Business requirements for new companies

This confirms that you have retained our office to perform Accounting services on behalf of you and/or your company. Our Accounting services require the following documents  from the past 3 years or most recent:

–     941, NYS-45 &W-2

–     A copy of Approval from IRS and New York State of Election to be Treated As S Corporation

–     Filing Receipt

–     Certificate of Incorporation

–     EFTPS pin and password

–     W-4’s signed for all employees

–     Employee summary totals from 1/1/16 to present

–     Form CT-6 For Election By A Federal S Corporation