Identity and contact details
Basic contact information, entity details, responsible parties, and authorized contacts.
Client Document Checklist
What to prepare before working with Fidara.
A practical list of records that helps onboarding, bookkeeping cleanup, tax planning, payroll support, and advisory work move faster.
Prior tax filings
Recent personal or business tax returns, notices, estimates, and filing confirmations.
Accounting records
Accounting system access, bank statements, credit card statements, loans, payroll reports, and financial statements.
Business documents
Entity documents, agreements, leases, insurance records, contractor files, and major purchase records.
Payroll records
Payroll platform access, employee records, contractor records, W-9s, benefits, reimbursements, and payroll tax reports.
Technology access
Document storage, accounting tools, payroll systems, vendor portals, and access-control information.
Helpful Next Steps