LB&A, Certified Public Accountants, PLLC, Charlotte, NC, Matthews, NC CPA, Firm, LBA, TB&A, Matthews, Monroe, Mint Hill and Union, tax planning, tax, 401k audit, business consulting, business valuation, audit, accounting, accountant, review, const

Partnerships

Confirm all partner addresses and list any changes

Name of shareholder
Partner address
Social Security number

Confirm all Partner percentages and list changes

Name of partner
Date
Transaction description
% before transaction
% after transaction

Partner Contributions, Distributions and Dividends

Name of Partner
Date
Cash or Property description
Contribution amount of FMV
Dividend Amount of FMV

State taxes

Provide a schedule of state taxes withheld for partners who are not residents of the applicable state.

Phone: 704.841.1120

Fax: 704.841.4901

LB&A,Certified Public Accountants, PLLC is a full service accounting practice for income tax, accounting, audit and review, business valuation, and business consulting. In addition to tax preparation and planning for individuals and corporations, we focus on construction and construction sub-contractors for tax, audit, and bonding requirements, Homeowner Associations (HOA) for audits and reviews, Franchisor tax and audit services, non-profit (nonprofit) associations needing audits, reviews and 990 preparation, independent physicians and independent medical practices and doctors, and manufacturing companies. Our CPA firm provides tax preparation, audits, accounting services and consultation to a wide variety of businesses in Monroe, NC and all of Union County, Matthews, NC, Mint Hill, NC and the greater Charlotte, NC area from our downtown Matthews, NC location.