Please provide the following items for your Comprehensive Consult:

  1. The prior 3 years tax returns for you and each of your entities.

  2. Prior year financials for each entity (Balance Sheet, Income Statement, and General Ledger).

  3. The SS-4 letter for each entity.

  4. The operating agreement for each entity (if one exists).

  5. State formation documents for each entity.

  6. The below Questionnaire.

Comprehensive Consult Checklist and Questionnaire

Please fill out the questionnaire below.