2025 Business Client Organizer

Fixed Assets/Inventory
Did the business purchase any non-inventory assets that cost more than $2,500?

YesNo
Fixed Assets Acquired during the year
Did the business sell or otherwise dispose of any non-inventory assets?

YesNo
Fixed Assets Sold or Disposed during the year
Does the business maintain inventory of goods for sale?

YesNo
Cost of inventory on hand at December 31, 2025

Payroll
Does the business have employee payroll?

YesNo
- Provide copies of 2025 annual Forms W-2, W-3, and Form 940
- Provide copies of 2025 quarterly payroll tax returns (Forms 941, L-1, and state unemployment for all four quarters of the year)
- If an amended Form 941 was filed for any quarter in 2025, please provide a copy of Form 941-X

Preferences and Comments
Preferred Return Copy Method and Data Submission
We will provide you with a copy of your completed 2025 income tax return(s) for retention in your files. Which of the following options would you prefer to receive this file copy of your income tax return(s):

Electronic copy of my 2025 income tax return(s) in my online client portal account.Paper copy of my 2025 income tax return(s), subject to a $45 paper processing fee.Paper and electronic copies of my 2025 income tax return(s), subject to a $45 paper processing fee.
How will you be submitting your tax documents to us? Check all that apply. Please note that our address has changed to 3801 N. Causeway Blvd. Suite 207, Metairie, LA 70002.

Online through the client portal. If you will be uploading documents as you receive them, let us know when you have finished submitting all documents.Drop off at Macke & Company, CPAsMail/Courier to Macke & Company, CPAsOther
Do you have any additional comments or notes to add regarding your tax situation before submitting your organizer?
Optional Survey
How would you rate the ease of use of this electronic organizer?
Do you have any comments, critiques, or suggestions regarding the electronic organizer?
Should be Empty:

Business Changes