Quarterly Estimated Taxes
Taxes are no longer something you can do once a year. If you want to ensure you have mastered your...
Next, determine which items on the checklist apply to you.
Once you collect all necessary documents and information, upload it to our secure portal. That way, you can know with certainty that your data is completely protected.
Once we've received everything, our tax team can begin to work their magic.
To learn more about how DiMercurio Advisors can address your tax needs, return to our tax services page.
Please upload the following in Excel format:
If you use Xero, you can grant us view-only access to your organization instead - we'll take it from there. If you are already an accounting client with DiMercurio Advisors, you can disregard this section as well.
Please upload the following information for all owners, shareholders, partners, or members of the LLC:
The above information must be submitted for each shareholder, partner, or LLC member.
If any of the following occurred during the relevant tax year(s), please provide information and documentation where possible:
Please upload the following documents only if this is the first time we have prepared your taxes:
For S-Corporations, please include the following: