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

Ongoing


Onboarding

Entity Services

Whether 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


Ongoing

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