2024 Business Financials and Tax Preparation – Engagement and Checklist

We will be very happy to help with your 2024 Financial Statements and/or Tax preparation and filing. 

1. Here is the engagement disclosure and retainer for all relevant services you may need: 

– Bookkeeping with Quickbooks

– Payroll with Payroll Relief 

– Tax with CCH Access and Taxact 

–  Annual Compliance filings for Annual Reports 

–  Annual F099 Filings 

2. Here is the checklist for you to prepare your 2024 Business Income Tax info:
https://cindiellc.com/wp-content/uploads/2025/01/cindie-business-tax-checklist-engagement-letter-1.pdf

with the explanation available:

3. When you are ready, please drop the relevant pdf. tax documents to secure site
https://www.dropbox.com/request/7ufiRCpBRR7RjbJkZ7eR
pwd: cindiellc

4. Year-end tax planning seminar handout for your reference
https://cindiellc.com/wp-content/uploads/2024/12/cindie-2024-tax-season-planning-.pdf

Please 

– sign the relevant engagement letter and 

– pay the retainer. 

We will start the process as soon as possible. 

____________________________________

我们将非常乐意为您提供 2024 年财务报表和税务准备方面的帮助。

1. 以下是您可能需要的所有相关服务的聘用披露和聘用费:
https://cindiellc.com/wp-content/uploads/2025/01/cindie-standard-business-engagement-letter-combined-services-1.pdf

– 使用 Quickbooks 记账
– 使用 Payroll Relief 支付工资
– 使用 CCH Access 和 Taxact 纳税
– 年度报告的年度合规申报
– 年度 F099 申报

2. 以下是您准备 2024 年企业所得税信息的清单:
https://cindiellc.com/wp-content/uploads/2025/01/cindie-business-tax-checklist-engagement-letter-1.pdf

附有说明:
https://www.youtube.com/watch?v=VqCKoBaCmF0

3. 准备好后,请放上相关的 pdf。税务文件保存至安全网站
https://www.dropbox.com/request/7ufiRCpBRR7RjbJkZ7eR
密码:cindiellc

4. 年终税务规划研讨会讲义供您参考
https://cindiellc.com/wp-content/uploads/2024/12/cindie-2024-tax-season-planning-.pdf


– 签署相关委托书并
– 支付定金。

我们将尽快开始该流程。