PROVIDENCETAX PARTNERContact Mike Dyal

Start with a clear picture

Business tax onboarding

One business. One organized packet. A useful starting point for your conversation with Mike.

Download your fillable packet

Six pages covering your business, records, planning priorities and document checklists. Complete one packet per business. The individual tax checklist is optional and applies only when included in your service scope.

Download the onboarding packet

Fillable PDF • Six pages • Updated September 2026

Three simple steps

  1. Save and complete. Download the PDF to your device, open it in a PDF reader and save your answers. Use N/A or Not sure when appropriate.
  2. Talk with Mike. Confirm the services, timing, fees and next steps. Completing the packet does not create an engagement.
  3. Return it securely. Request the agreed secure document channel before sending your completed packet or tax records. Do not email Social Security numbers, passwords, account numbers or tax returns.

Contact Mike for next steps

This download does not upload your answers, create a CRM record or enroll you in a newsletter. Newsletter permission is separate on the free guide form.