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Web Consultation

ONGOING PLANNING AND AUDIT DEFENSE

Planning Meeting Preparation

Ongoing Planning and Audit Defense planning services provide you with proper and ongoing advice, documentation, and maintenance of your plan. In actively managing your corporate entity, you will receive scheduled review meetings, documentation support services, deduction substantiation support, and IRS Representation, if needed.

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In preparation for your review meeting, please upload the following documents.

Operating Company YTD Upload
Marketing Company YTD Upload
Most Recent Operating Company 1120S
Most Recent Marketing Company 1120
Most Recent Form 1040

Maximum number of documents per upload: 5

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Maximum File Size: 10MB

File Type: Any

Upload Error, please try again. If error persists please contact support@spero.partners to receive upload link for larger file sizes

Thank you for providing your planning documents. We will be in touch to schedule your planning meeting.

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1013 Edenton Street

Birmingham, AL 35242

info@spero.partners

IRS Circular 230 Disclosure: To comply with certain U.S. Treasury regulations, we inform you that, unless expressly stated otherwise, any U.S. Federal Tax advice contained in any Spero communication, including attachments, was not intended or written to be used, and cannot be used, by any taxpayer for the purpose of avoiding any penalties that may be imposed on such taxpayer by the Internal Revenue Service. In addition, if any such tax advice is used or referred to by other parties in promoting, marketing or recommending any partnership or other entity, investment plan or arrangement, then (i) the advice should be construed as written in connection with the promotion or marketing by others of the transactions(s) or matter(s) addressed in this communication and (ii) the taxpayer should seek advice based on the taxpayer's particular circumstances from an independent tax advisor.

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