Now... Let's Get Started !
1st: Schedule your onboarding call here --> BOOK CALL
2nd: Download all of your bank statements since January 1st of this year. You will be able to upload these in the next system.
3rd: Please locate your Articles of Organization from the state as well as your EIN paperwork from the IRS. As well as your S-Corp paperwork if you're an S-Corp. You will be able to upload these in the next system as well.
4th: If you have any payroll records or previous bookkeeping reports, please gather those as well.
5th: Let's get you logged in to our Tax Dome system. Please watch this video first.