Bring your formation date and state, tax classification, ownership details, relevant tax year, transaction summary and any official notices directly to your professional. Do not upload identification or bank credentials here.
Ask which filings apply, which period they cover, the exact deadline and any extension requirements. Ask how to retain proof of submission and when the conclusion should be reviewed again.
IRS guidance on choosing a tax professional
IRS directory of credentialed preparers
Return to the item in your timeline to record the professional’s conclusion and a confirmed date. Your saved date is labeled as your reminder, separately from dates derived from official state rules.