This is our business entity's first year. Is there anything special we need to provide?

In addition to the above, we'll want to receive names, addresses, and ID #s for all of the principals in the company. A copy of the letters from tax authorities granting ID #s is helpful, and for S corporations we want both the 2553 filed with the IRS and their letter to you granting the S status to the corporation.

We will want to see your Certificate of Organization, and to receive a copy of your Organizing Documents and Operating Agreements. These help us to have confidence that our recommendations are consistent with your structure.

Beyond that, you'll want to document the costs paid with personal funds while the entity was being formed and was in its start-up phase.