Accounting & tax
1120-S / S-corp package: the document checklist
6 named documents, specific enough that a client can act on each one from their phone without asking what you meant.
- 01Year-end profit & loss
- 02Year-end balance sheet
- 03W-3 payroll summary
- 04Shareholder basis worksheet
- 05Fixed asset purchases this year
- 06Officer compensation detail
The list is the easy half.
Getting it answered is the job. Pesterly emails this checklist from your own mailbox, follows up on day 3, 7 and 10 with what's still missing, files every upload into your own Google Drive, and stops by itself when the last item lands.