ID and Social Security Cards: Please provide the identification and social security cards for all individuals holding ownership in the company.

Corporate Documents: Include all relevant corporate documents, such as the certificate of formation, Employer Identification Number (EIN), and Operating Agreement.

Account Access Information: Grant accountant access to all business bank and credit card accounts. This will help us efficiently manage your financial transactions.

QuickBooks Online Access: Provide accountant access to QuickBooks Online (QBO) using the following email address: geminitax888@gmail.com. This ensures a smooth integration of your financial data for accurate bookkeeping.

Signed 8821 Form: a wet signature is required. Please ensure that the form is signed clearly and scanned for submission. The 8821 form authorizes us to represent you before the Internal Revenue Service (IRS) and facilitates the exchange of necessary information.