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Small Business Taxes: What Information Does My Accountant Need?

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Chelsea Krause

Chelsea Krause

Managing Editor - Accounting
Chelsea Krause is a writer who has specialized in accounting for over three years and is a QuickBooks Certified User. She has a BA in English & Creative Writing from George Fox University and studied at the University of Oxford as well. She has been quoted in Forbes and her work appears in Startup Nation, Small Business Bonfire, and Women on Business.
Chelsea Krause
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    I liked the information. However, I have a bookkeeper that has my EIN and SSN, has asked for my dob and dl. She has my business name to, is this standard for Texas or any state for everything like this? The business name and address and EIN, I understand but not the rest.

      Chelsea Krause

      Hi Jeanne,

      Good question! The Business name, SSN, and EIN are standard. However, I’m unsure about the driver’s license and date of birth. I haven’t heard of an accountant asking for that information before and I can’t think of a reason they would need that information, so it does seem a bit strange. Did you ask them why they need that information and what sort of security policy they have around their clients’ data and records?

      Any other business owners or CPA who can speak to this subject? We’d love to hear what you think.

      -Chelsea Krause

        Income Tax Lady

        If she or he is doing your taxes they will need your dl and dob. If she is not doing your taxes then you should ask why do she need your dob and dl. Could be some potential fraud.

          Susan Ashe

          Chelsea – I do accounting and I need the EIN or SSN but not the DL or anything else. I don’t get involved with the CPA communications with my clients other than clarifying my monthly entries so if a CPA asks for that information that might be normal. I’ve just never heard of it and I work with 40 CPA’s every year

            Chelsea Krause

            Hi Susan, thanks for sharing your experience! Jeanne, I hope this help answer your question a bit more.

            -Chelsea Krause

              Rhianna Hawk

              My boss is considering hiring a tax agent to help with the taxes this year, and it’s good to know what we’ll need to gather for them. I didn’t know that the previous tax return would be needed for the next one, though I can see how it would help them get a feel for our business and figure out deductions quicker. I think I’ll pass on your article to my boss so he knows what tax form he should have prepared for a Limited Liability Corporation.

                Chelsea Krause

                Hi Rhianna,

                I’m glad you found the article so helpful! Hiring a tax agent can definitely have save time and stress — and help ensure your boss is taking all of the business deductions he qualifies for. Best of luck to you and your boss and let us know if we can be of any further help!

                Have a great day,

                -Chelsea Krause

                  Susan Ashe

                  @Rhianna Hawk As an accountant (Not a tax person) I always want to see the prior year tax return so I can ensure the balance sheet (assuming I am taking over a new client) is correct and matching. If it’s an existing year to year client then I still want a tax return after it’s done so I can make adjustments for depr etc

                    John Drive

                    Very helpful, thank you.

                      Chelsea Krause

                      Hi John,

                      I’m glad you found the article helpful!

                      Best wishes,

                      -Chelsea Krause

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