NP ROSS CPAS - Tax Preparation Fee Quote (Partnership/LLC/Corporate Entity Filers)
By completing this short form, you will allow us to provide you with an estimate of our fee to prepare your Partnership or LLC income tax return. Any such estimate will be confirmed AFTER we have been formally engaged to undertake such work by your having completed and submitted a Partnership/LLC Tax Organizer, including an executed copy of our firm's Engagement Letter and fee retainer. Note that the executed Engagement Letter will include the specific terms of our engagement with you. If you have any questions, please contact Nathan Ross CPA, at 713.589.8727, x101, or by email: info@nprosscpas.com.
Name *
Your answer
Email *
Your answer
Phone no. *
Your answer
Entity Name *
Your answer
Effective date of entity formation? *
MM
/
DD
/
YYYY
No. of shareholders partners, or members? *
Note: The terms 'Partner' and 'Member' are used interchangeably herein.
Your answer
Is there a written Partnership, or Company, agreement? *
The Partnership Agreement, if any, provides for allocations undertaken pursuant to which of the following methodologies? *
Check any of the following that apply.
Required
Please specify the type of mortgage debt of the partnership
Please note any occurrences of the following events which occurred during the calendar year ended December 31: *
Check as many of the following that apply, N/A if none apply.
Required
How many assets are listed in the Company's most recent tax filing? *
Reference Form 4562 and related detail schedules.
Your answer
How many fixed assets were acquired during the year ended December 31? Disposed? *
Please briefly explain the nature of any acquisitions and dispositions.
Your answer
Have ALL cash accounts been reconciled to Bank Statements as of December 31? Have all other asset accounts -- accounts receivables, cash advances, fixed asset accounts -- been reconciled to the Company's subsidiary records and/or third party statements as appropriate? *
Please explain the nature of any discrepancies or other outstanding issues.
Your answer
Have ALL liability accounts -- accounts payable, credit card accounts, note payables, and other payables -- been reconciled to the Company's subsidiary records and/or 3rd party statements as of December 31? *
Please explain the nature of any discrepancies or other outstanding issues.
Your answer
Have the individual ending Member Capital account balances shown on the Company's prior year tax filing(s) been reconciled to the Company's books? *
Use "Other" to explain the nature of any discrepancies or outstanding issues.
If there is a compelling reason NOT to extend your Company's return at March 15 (our norm) with our filing an automatically approved extension request, please select "Other" and indicate when you need the completed tax return to be finalized. *
Our very strong preference is that ALL documents containing sensitive data regarding you/your partners' private information be transmitted via our secure SmartVault portal account. If you have documents that you wish to submit for us to consider for your quote (e.g. prior year tax returns, partnership agreements, and/or other tax data), let us know below, along with providing an email address if different from the one entered above. We will then send an invite via the SmartVault system to allow you to complete the process of setting up your own private "vault" in our account (at no charge to you).
Your answer
Other questions or comments
Your answer
Submit
Never submit passwords through Google Forms.
This content is neither created nor endorsed by Google. Report Abuse - Terms of Service