Want us to Evaluate your Business?

Does your business have a BP claim?  We will provide a free evaluation if you provide us with the following items:

• Business and Occupational Licenses or Permits for 2007-2011 (including liquor)
• Proof of Business Entity (Articles of Incorporation, Partnership Agreement, etc.)
• W-9 Form – signed and dated
• 2007 Tax Returns
• 2008 Tax Returns
• 2009 Tax Returns
• 2010 Tax Returns
• 2011 Tax Returns
• 2007 MONTHLY P&L's in electronic format
• 2008 MONTHLY P&L's in electronic format
• 2009 MONTHLY P&L's in electronic format
• 2010 MONTHLY P&L's in electronic format
• 2011 MONTHLY P&L's in electronic format
• For businesses started after October 20, 2008, 2012 MONTHLY P&L's (January through April)
• If you don't have 2007 or 2008, we will look at 2009 through 2011

For Retail Sales:

• 2007 Monthly Sales and Tax Use Returns
• 2008 Monthly Sales and Tax Use Returns
• 2009 Monthly Sales and Tax Use Returns
• 2010 Monthly Sales and Tax Use Returns
• 2011 Monthly Sales and Tax Use Returns

Retail and Lodging Businesses also need:

• Monthly sales and use tax returns (retail)
• Lodging:  1) lodging tax returns for 2007-2011; 2) Occupancy reports per unit rental records; and 3) documents to show how the property is managed

For multi-facility businesses and start-up or failed businesses, additional information required.  For more information, you may visit here.