✓

Organizer received

Thanks — we'll review your information and respond within 1 business day with a quote tailored to your situation.

Website (leave blank)

1. Entity information

Legal entity name*

EIN*

State of incorporation

Date of incorporation

Primary contact name*

Email*

Phone

Business address

City

State

ZIP

2. Officers

Add a row for each officer.

Name

Title

SSN

% time devoted

Compensation $

3. Owners

Anyone owning 5% or more.

Name

SSN/EIN

Ownership %

4. Financial summary

Gross receipts

Cost of goods sold

Net income

Total assets

Total liabilities

Equity

Federal estimated tax paid

State estimated tax paid

6. Required questions

Did the corporation pay any dividends during the year?

Yes No

Was there a change in accounting method?

Yes No

Is the corporation a personal holding company (PHC)?

Yes No

Did the corporation have any foreign financial accounts?

Yes No

Engagement details

Helps us scope the work and confirm pricing.

Did TaxOwl Advisors prepare your return last year?

Yes No

Are you filing for tax year 2026 (calendar year)? If no, note fiscal year below.

Yes No

If non-calendar fiscal year, list start/end dates

Have you received any IRS or state tax notices in the past 12 months?

Yes No

Do you need an extension filed (Form 4868 / 7004)?

Yes No

Documents you'll send us

Check what you'll be sending. You can upload some now (below) or send everything later via your secure portal.

Last year's 1120 return Year-end balance sheet & income statement Bank statements (Dec 31) Payroll reports (officer W-2s, 941s, W-3) Stock register & dividend records Loan agreements (shareholder, business) Major asset purchase invoices State estimated tax payment records

Upload supporting documents (optional)

Drag files in or click to browse. Attach W-2s, 1099s, K-1s, 1098s, prior-year returns, organizer worksheets, brokerage statements, or anything else. PDF, DOC, DOCX, XLS, XLSX, RTF, TXT, JPG, PNG, HEIC. Up to 10 files, 10 MB each. You can also upload later via your secure portal — this is just for convenience.

📎 No files chosen — click to upload Browse

Anything else we should know?

Notes for your preparer (optional)

Authorization & signature

I confirm the information above is accurate to the best of my knowledge.

Print name*

Date*

By submitting, you agree to our privacy policy. We'll only use this information to prepare your quote and your return if you engage us.

C-Corporation Tax Organizer

Organizer received