If you used QuickBooks, or another accounting software, please download and complete one of the following tax organizers. If you have offices or employees working in more than one state, use the Multi-State Tax Organizer. If your office(s) is/are located in one state, and most of your employees work in this state, use the Single-State Tax Organizer.
If you did NOT use QuickBooks, or another accounting software, please download and complete the following tax organizer:
The safest way to submit tax documents to Wendroff CPA is through our secure client portal. As of January 1, 2021, we have migrated to a new and improved client portal called RUBEX eFileCabinet. Please call us at 703-553-1099 or email us to set up a new portal account — your previous account login will not work on the new system. Once you have logged into the portal, please upload your Business tax documents to the “SECURE DRAWER – BUSINESS” folder.