Business Tax Return Checklist & Instructions
Filing your 2024 Business Tax Return with SCG Financial is easy when you have everything organized. We’ve created a simple step-by-step guide to help you submit the required documents, sign the agreement, and complete payment—all in one place.
1. Business Tax Document Checklist
Start by reviewing the checklist to make sure you’ve gathered all necessary financial documents—such as income statements, expense records, payroll summaries, and more.
Download Business Tax Checklist
(Note: This checklist can be used as a base for business owners. You may add documents related to business expenses, EIN, and corporate structure.)
2. Business Organizer
Complete the first two pages of the Business Tax Organizer. This provides a summary of your company information, structure, and tax-related details.
Download the Organizer-Corp | Download the Organizer-S Corp | Download the Organizer-Partnership
(If your business uses a custom organizer, substitute with that document.)
3. Engagement Agreement
Before we begin, all business clients are required to sign the engagement agreement outlining the terms of service and scope of work.
Download the Agreement
(This agreement is suitable for sole proprietors or single-member LLCs. For partnerships or corporations, please request an entity-specific agreement.)
4. Pay for Tax Preparation Services
To officially begin your business return, please complete your service payment securely online:
Click Here to Pay for C-Corp | Click Here to Pay for S-Corp | Click Here to Pay for Partnership
5. Upload Your Business Tax Documents
Once you’ve completed the steps above, upload your documents using one of the following secure options:
Need Help or Have Questions?
We’re here to walk you through the process and answer any questions you may have, just give us a call or send us a text message call: 540-693-5881