A Practical Starting Point
A plain-language overview of disregarded entities, partnerships, S corporations, and C corporations for LLC owners.
Records to Organize
- Prior-year federal and state tax returns
- Income statements and tax forms
- Business or rental property accounting records
- Payroll reports, when applicable
- Asset purchases and financing documents
- Estimated tax payment confirmations
Review Before Filing
Complete records help identify missing information early and reduce avoidable filing delays. Complex transactions may require additional documentation beyond this general list.
Frequently Asked Questions
Can these records be provided electronically?
Yes. Organized electronic records are generally efficient, provided they are complete, readable, and grouped by tax year or business activity.
Should prior-year returns be included?
Yes. Prior-year federal and state returns often provide important carryforward, depreciation, basis, and payment information.
Related Tax Resources
- LLC Tax Preparation
- Partnership Tax Return Preparation
- S Corporation Tax Return Preparation (Form 1120-S)
Ready to Get Started?
Schedule a consultation with CPA of Denver to discuss your individual or business tax filing needs.