WHAT YOU’LL NEED TO GET STARTED…

  • Federal Employer Identification Number (FEIN)* Don’t have one? Visit the IRS to request an FEIN number.
  • State Identification Number(s)*
  • Company Business Bank Account Information (if Alaska Tax Lady will be providing direct deposit for your employees or tax filings)
  • For yourself and any employees, you’ll need the following information:
    • Personal: Name, address, Social Security number and email address.
    • Pay information, including: Hire date, status type, pay rates and deductions.
    • Other: Withholding status and allowances from your employees’ W-4 forms.
    • Bank: Direct deposit information (if applicable). We will supply a direct deposit form to you.

*Note: To complete enrollment, you will need to provide proof of any FEIN or state ID numbers supplied. Examples of proof documentation for an FEIN include any document to the employer from the IRS dated within 3 years of submission, an SS4 application dated within 90 days of submission, or any form filed with the IRS by the employer.

**Note: For Church and Non-Profit set-up, you will be required to provide federal and/or state documentation to support any request for tax exempt status.

Once you have supplied us with all of this important information we will get started with processing your payroll.

How it works?

1

Get in Touch

Fill out the form or give us a call and tell us a little about your situation. Personal or business, we will point you to the right place.

2

We Get You Set Up

We send you an invitation to the client portal. Set up your login, complete your engagement letter, and fill in a tax organizer built for your situation.

3

Upload Your Documents

Send your W-2s, 1099s, statements, or the whole shoebox. Upload them to the portal, or bring them by the office if that is easier. If we need anything else while we work, we will let you know.

4

We Prepare Your Return

Our team works through your information and comes back to you about anything worth a second look. Our goal is to finish returns within two weeks of having everything we need.

5

Review, Sign and File

When your return is ready we send your invoice. Once it is paid, your return opens in the portal for you to review and sign electronically, and we file. Have a question at that point? Just ask.

Testimonials

Secret Link