WHAT YOU NEED TO KNOW
Please know that your private information will only be used to organize your books or support your claim. We take your privacy seriously and ensure that your data is securely stored on Copilot, a highly secure portal.
We understand how important your personal and business information is, and we are committed to making both your bookkeeping and claims process as simple and secure as possible. Here’s what we’ll need from you:
Bookkeeping and Payroll Services
* Bank and credit card statements
* Receipts and invoices
* Previous tax documents
* Employee details (name, SSN, address)
* W-4 forms
* Timecards or timesheets
* Payroll registers and tax filings
* Benefits information
Asset Recovery Services
* Businesses: FEIN and authorized claimant's photo ID
* Individuals: SSN and claimant's photo ID
Note that some states allow document submission via mail, email, or their website.
Are You Ready to Move Forward?