Teders Bookkeepingoffice (909) 983-3716
fax (909) 983-7047

We Take Care of Your Business as if it Were Our Own!

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Checklist for a first year business

First Time Businesses:

Please make sure we have a copy of:

  • Your articles of incorporation, or partnership agreement
  • Secretary of State acceptance, with your corporate number (if corp)
  • Form SS-4, Application for Employer Identification Number
  • Letter from IRS with your EIN
  • Statement by Domestic Stock Corporation (if corp)
  • Form 2553, Election for S-Corp status (if S-Corp)
  • S-Corp acceptance letter (if S-Corp)
  • A list of all shareholders, partners or members: name, address, Social Security Number, and percentage ownership
  • Fiscal Year ends on
  • Amount for Common Stock
  • Accrual or Cash basis for accounting
  • If this is not your first year, we need a copy of last year’s tax return

You need to keep in your records:

  • Annual Meeting Minutes – must be done each year
  • Fictitious Business Name paperwork
  • Copy of annual Statement by Domestic Stock Corporation (Original is to be filed annually with Secretary of State, with $25 fee) – must be done each year