Accounting Tax Business Consulting Small Business Individual

SHELDON I. BROWN, CPA, LLC CERTIFIED PUBLIC ACCOUNTANT

Accounting ♦ Tax ♦ Business Consulting ♦ Small Business ♦ Individual

In order to complete your corporate income tax return, we will need the following information:

 Accountants copy of your QuickBooks file, please also provide your company password.

 Copy of your bank statement dated 12-31-14 including reconciliation reports

 Copy of credit card statements dated 12-31-14 or first statement date in January 2015 if the cutoff is in January

 Fourth Quarter and year-end 2014 payroll filings including the following:

o Federal Form 941

o State Department of Revenue form DR1094

o State Unemployment form UITR

o Federal Form 940

o Form W-3 and W-2’s issued for the year

 Receipts for charitable contributions greater than $250

 Does the company own any life insurance policies? Yes____ No ____

If so, please provide the following:

o Insured ______

o Beneficiaries ______

o Face amount ______

CONFIDENTIALITY NOTICE: This message, including any attachments, is for the sole use of the intended recipient(s) and may contain confidential and privileged information. Any unauthorized review, use, disclosure or distribution is prohibited. If you are not the intended recipient, please contact the sender by reply e-mail and destroy all copies of the original message.

To ensure compliance with requirements imposed by the Internal Revenue Service Circular 230, we inform you that any U.S. federal tax advice contained in this communication (including any attachments) is not intended or written to be used, and cannot be used, for the purpose of (i) avoiding penalties under the Internal Revenue Code, or (ii) promoting, marketing or recommending to another party any transaction or matter addressed herein.

2594 South Lewis Way, Suite E - Lakewood, Colorado 80227 - 303-716-1600 Office 303-845-9777- Fax www.SheldonBrownCPA.com  Have there been any significant changes to your business during the year as compared to the prior year? Yes____ No ____

o If yes please describe ______

 Did the company pay any contractors who are not corporations greater than $600 for services during the year? ______

o If so, were 1099’s issued? Yes ____ No____

Please fax your documentation to 303-845-9777 or scan and e-mail the documents to:

[email protected].

Please let me know if you have any questions

Sheldon Brown, CPA