Taxes¶
Tax filings, CPA correspondence, tax strategy, and planning.
Overview¶
All tax-related documentation including filings, strategy, and professional correspondence.
Contents¶
Records¶
Filed tax returns, extensions, and historical tax records.
Key Documents¶
Tax Strategy¶
- Entity structure and tax treatment
- Estimated tax payment schedule
- Tax planning strategies
- Deduction tracking
CPA Relationship¶
- CPA firm contact information
- Engagement letters
- Communication log
- Document requests and responses
Tax Calendar¶
- Quarterly estimated payments
- Annual filing deadlines
- Extension deadlines
- State and local requirements
Entity Tax Information¶
Document: - Entity type and tax election (LLC, S-Corp, etc.) - EIN (Employer Identification Number) - State tax IDs - Sales tax permit numbers - Filing requirements by jurisdiction
Related¶
- See
30_legal/entity/for entity formation documents - See
20_finance/accounting/for financial records supporting tax filings