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Dallas, TX CPA / Full service tax and business consulting / Perfect Tax and Financial Services
WHAT IS REQUIRED TO START ACCOUNTING SERVICES ?

Following documents are required by us to start your accounting:

1. Articles of Incorporation (with Bylaws or Operating agreement if any)


2. Tax Return for the prior year

3. Copy of Bank Statement for entire year along with copies of check

4. Sales invoice/ Summary of sales duly matched with Bank deposit

5. Additional details for payments or deposit for which it is difficult to decide nature of
expense or income from check. For Example: If bank statement shows payment to
Staples or Office Depot we understand it as office supply, but if payment is to Wal-Mart than we do not know if it is for furniture, office supply or personal.


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