Upload your tax documents here. We accept PDF, JPG, PNG, and Excel files. Please name your files clearly (e.g., "W2-Employer-Name-2025.pdf") so we can match them to the right forms. You can upload multiple files at once.
You cannot upload files to a public portal.
Once you have uploaded all of your documents, click the "Mark as complete" button above to let us know you are finished. Please make sure everything is uploaded before marking this as complete — it is much easier for us to process everything in one go.
Below are the financial statements we have prepared based on your bookkeeping records. Please review these for accuracy before we finalize your return.
Your draft tax return is ready for review. Please look it over carefully, paying special attention to income figures, deductions, and the tax liability summary. Note any questions or corrections and let us know.
Your final tax return is ready for signature. Please review the completed return, sign where indicated, and upload the signed copy below.
Please upload your signed tax return and any other signed documents (e.g., e-file authorization Form 8879) here. Once we receive these, we will file your return with the IRS.
You cannot upload files to a public portal.
Review Notes & Questions
Our team has reviewed your documents and draft return. Below are notes from the preparer and items that need your attention.
Action required
Please scroll down to the comments section below to see our specific questions. Click Reply on each comment to provide your answer directly. This keeps everything organized and makes it easy for us to track your responses.
Preparer notes
The following observations were made during the preparation of your 2025 Form 1120. These are informational items that may affect your tax liability or future planning.
- Revenue recognition: Gross receipts increased 14% over 2024, driven primarily by Q3 and Q4 contract revenue. This is consistent with your bookkeeping records.
- Depreciation: Two new assets were placed in service during 2025 — a delivery vehicle ($42,000) and office equipment ($18,500). We applied MACRS depreciation and elected Section 179 for the equipment.
- Meals & entertainment: Total meals expense of $8,340 was adjusted to the 50% deductible amount ($4,170) on the return.
- State nexus: Based on sales activity, you may have nexus obligations in two additional states. We recommend a nexus review in Q2 2026.
General reminders
- Please respond to all questions in the comments section below as soon as possible — we cannot finalize your return until all items are resolved.
- If a question requires a document (e.g., a mileage log or bank statement), please upload it in the “Upload Your Documents” module and mention it in your reply.
- For anything that would be easier to discuss by phone, let Sarah know in a reply and she will schedule a call.