Business Deduction Discovery Tool

Did your BUSINESS receive or close out any stimulus relief payments due to COVID-19? (ex grant, PPP loan, etc)*

YesNo
How many members/shareholders/partners have had ownership at any time during the tax year?*
Did the Company phone, email, or physical address change during the year?*
Did ownership change during the year?*
Phone Number*

Area Code Phone Number
Email*
example@example.com
Address*

Street Address

Street Address Line 2

City State / Province

Postal / Zip Code

Do you have any fixed assets in your business? (Automobiles, equipment, buildings, furniture, etc.) If you are unable to find the list in your prior year return (or in your QuickBooks file) you may contact our office to request a copy. 801-820-6495 Lynnae.*

YesNo
Did you purchase any fixed assets during the tax year?*

YesI did not have any major purchases (typically over $1k that will last longer than 1 year).

Do you own real estate in this business entity during the tax year?*
Please download the Rental Property Checklist and complete it for each property. Submit details for each property using a different checklist for each property.

Please include 1098 mortgage statements and property tax notices for each property.
Did you purchase or sell any real estate in this entity during the tax year?*

Did the company make any payments during the tax year that would require it to file forms 1099?*
Did the company file or will it file required forms 1099?*
Did you have any debts or loans forgiven (including loans forgiven between owners and the company)?*
Do you plan on making SEP or other retirement plan contributions after Dec 31 and before the due date of the return?*
Please provide any questions or concerns you may have regarding your returns.
Should be Empty: