No. You can start as a sole proprietor, but forming an LLC can provide legal protection, make your business look more professional, and open the door to better tax planning options as your business grows. We can help you decide if and when forming an LLC makes sense and take care of the setup for you.

Bring any tax forms you received (W-2s, 1099s, SSA-1099, 1098s), last year’s tax return, a photo ID, Social Security cards (or ITIN letters) for everyone on the return, and any documents related to income, expenses, or major life changes (new job, new baby, home purchase, etc.). If you’re unsure, bring it anyway.

We typically request accountant (read-only) access to your business bank and credit card accounts so we can securely pull transaction activity. We’ll also ask for receipts, invoices, payroll reports, and any prior financial statements you have. The goal is simply to give us complete information so your records are accurate and up to date.

Maybe. It depends on your situation. Even with low income, filing can sometimes be required or help you receive a refund or tax credits. If you’re unsure, give us a call and we can review your situation and provide a free estimate to see whether you need to file.