Welcome to Corey & Associates. Please complete this survey by adding your information and uploading the files that are essential to complete your taxes in compliance with State & Federal regulations. If you have any questions, please call us at (305) 823-9228. Thank you.

Your First Name *

Your Last Name *

Your Type Of Business

LLC

C Corp

S Corp

Sole Proprietor

Business EIN Number

Name of Business

City

State

Postal code

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Your Driver's License *

Your Email *

Your Social Security *

Your Cell Phone

Do You Have A Prepared Income Statement?

Yes

If You Have An Income Statement, Please Upload Here:

Instructions: Please go through each category of expenses and compile the expenses you will be deducting. If you have any questions, please call us at (305) 823-9228. Thank you.

How Much Did You Deposit In This Business In 2024?

What Were Your Marketing & Advertising Expenses for 2024? Please Tally All Website, Social Media Marketing, Printing, Business Cards, Ads, Sponsoring Events, Trade Shows, & PR Expenses Here:

What Were Your Total Office Expenses in 2024? Please Tally and Submit Totals For Rent or Lease, Office Equipment, Moving Expenses, Supplies, Business Phones, Utilities, Internet, Cable, Furniture, Supplies, Labor, Uniforms, Subscriptions & Apps, Repair & Maintenance, Shipping, Taxes, & Depreciation Here:

What Were Your Legal & Professional Fees Paid In 2024? Please Tally & Submit Fees Charged By Lawyers, Accountants, Bookkeepers, Tax Preparers, Online Bookkeeping Services, Taxes, Licenses, Sales Tax, Payroll Taxes, Salaries, Benefits & Insurance Here:

What Were Your Business Automobile Expenses in 2024? Please Tally & Submit Vehicle Payments, Gas, Repairs & Maintenance, Mileage, Insurance, Tolls, Etc. Here:

What Were Your Education Expenses in 2024? Please Tally & Submit Classes, Seminars, Books, Workshops, Travel, Transportation, Staff Development Here:

Thank you for completing the Business Tax Preparation Survey with all of your careful calculations. You can Submit it now!

It is a pleasure to serve you and save you money. We look forward to supporting you as a loyal client, year after year.