• Sign Engagement Letter – We’ll send through our Client Portal.
  • QuickBooks (or other accounting software) – You may send or provide access to your file or send the financial reports listed below
  • Profit & Loss – Provide total revenue, expenses totaled by category. If applicable, be sure to include business mileage, internet expense, phone expense, home office square footage.
  • Balance Sheet – This includes year-end balances for things like cash, receivables, inventory, credit cards, and loans. If you don’t have a complete report, send us the individual items you do have.
  • Fixed Assets – Provide purchase date, cost, and description of all new assets over $2,500
  • New Clients – If you are new to Dow  Tax, please also include the following:
    • Prior Year Tax Return
    • Organization Documents, such as Certificate/Articles of Organization/Incorporation
    • Federal EIN letter issued by the IRS

Dow Tax & Accounting has handled taxes for my small business for several years now. Every year has been a great experience (and that says a lot given, well, this is taxes!). Eric Dow is kind, professional, and adept with offering pointers. The staff also excels at efficient communications, prompt answers to questions, and general friendly helpfulness. The online portal makes quick work of uploadings, sharing, and signing documents (and saves me from in-person meetings). Highest recommendation!

—Susanna Kirby

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3688 E Campus Drive, Suite 240
Eagle Mountain, UT 84005 

Monday - Friday 9:00 am to 5:00 pm

Phone: (801)753-8540 Call or Text

Email: office@dowcpa.com