Tax Forms Needed:
Sole Proprietor-
- 2 years personal federal tax returns (all schedules)
- 2 years State returns
Partnerships & LLCs-
- 2 years personal Federal Tax Returns (all schedules)
- 2 years State Returns
- 2 years Business Returns (Form 1065 along with Schedule K-1)
S-Corp-
- 2 years Personal Federal Tax Returns (all schedules)
- 2 years State Returns
- 2 years Business Returns (Form 1120s along with Schedule K-1)