Independent Tax, Real Estate & Mortgage Services, Inc.

Corporations

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LLC & Partnership

Form 1065, K-1s, allocations, state filings.

S Corporation

Form 1120-S and shareholder basis support.

C Corporation

Form 1120 and estimated tax planning.

Typical business documents

Prior-year return and year-end trial balance
P&L and balance sheet
Payroll and 1099 summaries
Asset and depreciation schedules

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Instructions/Check List To Prepare Your Corporate Taxes...

Corporate Information:

Any changes in home address, home phone, cell phone, dependents & occupations. All bank statements and cancelled checks for each account. If copies of checks are not on bank statements, provide a copy of the check registry (include who each check was paid to and the reason). Copies of your credit card statements used for business, including the annual summary statement for each credit card used. Any cash receipts you have for the business. Copies of paid invoices and paid receipts from companies or venders. If we do not do your payroll: W-2, W-3, 1099-MISC, 1096, 940, 941, and DE 9 forms.

Any Additional Information:

Expenses write on a separate piece of paper. Write category/name of the expense and the amount paid for each expense plus the amount paid in the previous year. If we do not do your sales tax, I need a copy of all four quarters of sales tax statements filed with Board of Equalization.

Send Check To:

Send a check in the amount of $100 for a deposit. It will serve as the account information needed where your Refund Check will be directly deposited. Make check payable to John Vartanian, or Independent Tax, Real Estate and Mortgage Services, INC. You can send payment-using PAYPAL on Independent Tax, Real Estate & Mortgage Services, INC. web site on the payment page or directly to JohnTheTaxMan@hotmail.com.

If you can e-mail the bank transactions in CSV format to JohnTheTaxMan@hotmail.com.

Statement of Information is due EVERY year beginning five months before and through the end of the month your corporation was formed.

Click for direct link to file online: Statement of Information - Corporations

Step 1: Check the box Corporation Name

Step 2: Enter your Corporation Name

Step 3: Click your Corporation Name

Step 4: Check the acknowledgement box, then click on file Statement of Information

Step 5: Accept the online service

Step 6: If there are no changes in the Corporation name, address or officers; check the box "NO CHANGE" then click next

Step 7: Submission Review and add your email address and at the bottom type in your name and then click next

Step 8: Enter your credit card info "Check No to certify copy"

Step 9: Submission and payment confirmed:

Filing Dead Lines & Extensions:

S-Corporations (1120S) & C-Corporations (1120):

Deadline - 3/15/2026 - Extensions: 9/15/2026

Partnerships (1065) Trusts (1041):

Deadline - 4/15/2026 - Extensions: 10/15/2026

Personal Income Taxes (1040):

Deadline - Extended - 4/15/2026 - Extensions: 10/15/2026

W-2's & 1099-Misc(Independent Contractors):

Deadline - 01/31/2026 - To file with IRS

Statement of Information (annual) Form SI-550:

Last day of the month Corporation formed

Quarterlies (S-Corp with Payroll) & Sales Tax are 4x year:

1st Quarter - Jan 1 - March 31 - Due April 30

2nd Quarter April 1 - June 30 - Due July 31

3rd Quarter July 1 - Sept 30 - Due Oct 31

4th Quarter - Oct 1 - Dec 31 - Due Jan 31