Forms

Thanks for choosing Shellark LLC as your tax preparer, we value you as our clients. In order for us to give you the highest level of service and care, we need to gather important information to ensure your success in reaching your goals and objectives.

Below you will find several forms that we need you to fill out. If you have any questions, please don’t hesitate to call us or you can email us at info@shellark.com. Thanks for giving us the opportunity to earn your business.

Customer profiles (or buyer personas) are designed to help us understand more about our customers. This allows us to make the right decisions to ensure that you reach your goals and objectives.

A tax deduction lowers your taxable income and thus reduces your tax liability. You subtract the amount of the tax deduction from your income, making your taxable income lower. The lower your taxable income, the lower your tax bill.

An income statement or profit and loss account is one of the financial statements of a company and shows the company's revenues and expenses during a particular period. It indicates how the revenues are transformed into the net income or net profit.

A profit and loss statement is extremely important for a business for making decisions. It gives a clear picture of whether the company's operations are resulting in a profit or a loss after taking into account all the related expenditures. Therefore, the company can take corrective actions if there is a need.

For those who received a PPP loan, this is a document that you will need to show how the money was spent.