Start with your entity details
Gather formation records, EIN confirmation, ownership information, and any prior tax elections or filed returns. Your legal entity and federal tax classification are related but distinct.
Bring your financial records together
Collect income records, expenses, bank statements, payroll information, and asset purchases. Keep personal and business records clearly separated.
Flag changes early
Let your preparer know about ownership changes, new business locations, overseas transactions, and newly hired employees. These details may affect the forms and information required.
Confirm your specific obligations
Tax deadlines and forms depend on the taxpayer and filing situation. Foreign-owned businesses may have additional information reporting obligations. Ask a qualified tax professional to identify the requirements that apply to you.
Use a secure document channel
Avoid sending tax identity documents through unprotected messages. Upload requested records through your authenticated portal when your provider confirms that collection is ready.
Official resource
The IRS Small Business and Self-Employed Tax Center provides current guidance: https://www.irs.gov/businesses/small-businesses-self-employed