Finops Tax Services Request

  • Welcome to FinOps Tax Services

    We collect essential information to prepare an accurate, customized quote for your business tax needs. This includes details about your company’s registration, ownership structure, states of operation, and current business activities such as revenue and expenses.

    ✅ Your answers help us estimate which tax forms are required, how many forms must be filed, and which federal and state compliance obligations apply to your business.

    💾 You may save and continue this request at any time. Click the Save button at the end of any section to receive a link that allows you to return and complete the request later.

    📌 Please complete each section carefully. The more complete and accurate your responses are, the more precise your quote will be and the smoother the tax preparation process will be.

  • ✍️ Authorized Officer Information

    We ask for an officer with signature authority because this person is authorized to review and accept our quote on behalf of the company. This ensures that approvals are valid and allows us to proceed without delays once the scope and pricing are confirmed.

  • Do you have the right to sign documents on behalf of the company?*
  • What is your company's industry?*
  • What is the ending date of the requested tax year return?*
     - -
  • Was your company registered or dissolved during the reportable year?*
  • Please choose the relevant answer.*
  • Please enter the date of registration*
     - -
  • Please enter the date of dissolution*
     - -

  • 🧾 Tax Classification

    Tax classification describes how the IRS treats your business for tax purposes. It determines which tax forms you must file and how income is reported and taxed. Tax classification is not the same as your legal entity type.

    LLCs and tax classification: An LLC does not have its own tax classification. Instead, an LLC is taxed based on an election made with the IRS:

    1

    Single-member LLC: Typically taxed as a disregarded entity and reported on the owner’s tax return.

    2

    Multi-member LLC: Typically taxed as a partnership.

    3

    LLC tax election: An LLC may elect to be taxed as an S corporation or C corporation.

    Because of this, “LLC” is not a tax classification and does not appear as an option on the list.

    However, if this is the first tax year following the LLC’s registration, you may elect your tax classification. If you are unsure which option applies, select “Other” and contact us for additional consultation.

    📌 Your current tax classification is shown on your IRS Notice of EIN Assignment or on your most recent tax return.

  • What is the tax classification of your company?*
  • Do you want us to file your Delaware Annual Report?*
  • Did your company have any operations during the reportable year? Including any activities.*
  • Does your company have non-US shareholder(s) with 25% or more shares?*
  • Did your company have any transactions involving cash, inventory, and assets with 25% or more non-US shareholders or related parties?*
  • Does your company own non-US entities, including branches, and/or investments in non-US companies with over 10% control?*
  • Does your company own or manage bank accounts in non-US banks, including fintech?*

  • 📊 Why We Ask for Financial Statements

    According to tax compliance regulations, you must provide a detailed Profit & Loss (Income Statement) and a reconciled Balance Sheet for tax return preparation.

    These documents allow us to evaluate the scope of work and prepare a quote that accurately reflects your transaction volume, account structure, and compliance requirements.

    Even estimated statements are helpful. The more complete your information is at this stage, the closer our quote will be to the final cost.

    📂 Options for Submitting Your Financial Information

    If you already have an Income Statement and Balance Sheet:
    Please upload them. Estimated or high-level versions are acceptable.

    If you do not have the requested statements:
    We can prepare them for you. Our pricing is based on the number of transactions processed.

    For companies with revenue or loss under $250,000:
    You may provide your statements in a simple spreadsheet using our Statement (P&L) & Balance Sheet Template.

    For companies with revenue or loss over $250,000:
    We will set up your financials in QuickBooks Online (QBO). The QBO subscription is paid directly by your company.

    ℹ️ If you cannot provide this information yet, you may skip these steps and answer the remaining questions with as much detail as possible.

  • Do you have your financial statements fully prepared and ready for tax filings?*
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  • Do you need help with your company's statements preparation and/or review?*
  • Are you ready to provide all bank statements, including fintech and other information requested for statement preparation?*

  • 💰 Revenue / Gross Receipts

    Revenue (also called gross receipts) is the total amount of money your business received during the year from its normal activities, before subtracting any expenses, discounts, refunds, or costs.

    It includes all payments received from customers for goods or services, even if the work was not yet completed or some money was later refunded.

  • Now, tell us more about your expenses.*
  • Do you use accounting software?
  • Should be Empty: