Dear [field id="name"] [field id="field_d4e215b"],

I want to extend a warm welcome to you and your business for choosing my tax services and bookkeeping. I'm excited to be your partner in managing your finances and ensuring your business runs smoothly.

To begin, I would like to provide you with a list of the documents and information I will need in order to properly file your business taxes and maintain your bookkeeping records:

  1. Profit & Loss Statement for Your Business
  • Summary of Your Business's Income & Expenses
  • Be Sure to Highlight Which Are Vehicle Expenses
  1. List of Capital Business Expenses
  • Business Assets That Will Last More Than a Year (Equipment, Land, and/or Building)
  • List Out the Item Name and Make
  • Purchase Date
  • Purchase Price
  1. Business Mileage Log
  • Mileage at the Beginning & at the End of the Year
  • Driving Log (Estimate of Business Miles)
  • Vehicle Expenses

Please ensure that all necessary documents and information are provided to me in a timely manner. This will allow me to provide you with accurate and efficient tax preparation and bookkeeping services.

If you have any questions or concerns about the process or the documents needed, please don't hesitate to reach out. I'm here to help you every step of the way.

Thank you for choosing my tax and bookkeeping services for your business. I look forward to working with you!

 

Best regards,

Andrea Lopez 

619-245-7013

CTEC#A318478

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