IRS LLC Filing Pick a time to talk
Bring the paper you have, or say plainly that the date is missing. The calendar opens when you ask for it.
Have the company name ready, and know whether you are holding an EIN confirmation, an election acceptance, a return acknowledgment, an extension acknowledgment, a confirmation from a state tax agency, or none of those. One of those words is enough. We will not ask you to mail a return before we have spoken.
Before the call we read three pages when you can put them on the screen. The transcript is the line by line record of what was sent, so the form name and the year are visible. The acceptance letter is the page that came back with a date, and that date is what we mean by filed. The extension confirmation is a different page, and it only proves that more time was granted. Name the page that never arrived. A missing page is a normal start.
We also want the company name as the state wrote it, and the year you are asking about. A single member company, a partnership, and a company with an S election do not share a return. The form number can stay unnamed. Say which of those three you think you have, or say you are not sure. Not sure is a useful answer, because the acceptance letter is what settles it.
On the call we sort copies from dates. A PDF saved on the desktop is a copy. A green screen in the software is a copy. A slip from the post office shows a send, and it still waits on the letter that comes back. We will say which of those you are holding in the first few minutes. We will not call a draft filed to make the hour feel finished.
Payroll comes up only after the election is clear. If wages belong on the company, we set payroll up on a provider you run. We do not run payday, and we do not set the provider up before the acceptance is in the folder. The monthly close is the other track. Each month ends on a day chosen before that month starts, and the return is prepared from those closed months.
The statements for that year are the pages we read before anyone prepares the return.
The call is a conversation with the Steven Palmieri practice. It does not start an engagement. After a 30-minute call, we both know whether a written scope makes sense. Nothing is engaged until both sides sign a letter, and that letter is where the scope and the fee get written down. Until then, the honest result may be that you do not need a letter yet.
If the calendar is hard to use, the phone number in the footer rings the same practice. These pages do not print a place you could drive to, and they do not print a mailbox. Put the paper on a screen and stay where you are.
The calendar stays quiet until you ask for it.