Your journey from introduction to the annual filing of Business and Individual Tax Returns involves many valuable stages. Collective helps you manage each stage along this journey. This is a general guide and subject to change.
Onboarding
Creating/Verifying your S Corp
Financial Statement and Payroll Advising
Ongoing
Onboarding
Getting To Know Each Other |
First Payment |
S Corp Creation/VerificationWhether you come to us as Sole Proprietor, an LLC without an S Corp, or an LLC with an S Corp, these are the steps we handle, or verify you've done correctly. |
Prior Year Tax Return State and IRS (Personal 1040) |
Prior Year Tax Return State and IRS (Business 1120s) - if applicable |
LLC Entity Registration with State (Articles of Organization) |
W-9 |
LLC Employer Registration with State |
Schedule C Worksheet for Business Activity Prior to S Corp Election - if applicable |
Financial Statements and Payroll Review |
First Reconciliation |
End of Onboarding Experience |
Ongoing
Year after Year |
LLC Entity Registration with additional States - if applicable |
LLC Employer Registration with additional States - if applicable |