Different records for different purposes. Immigration counsel works from the supporting documents the USCIS instructions list for Form I-140G. A tax adviser needs ownership percentages, corporate structure, distribution history and financial statements. Prepare both sets in parallel rather than sending one adviser's file to the other.
Build two document sets, one for the filing and one for the tax review
The filing set follows the official instructions exactly: whatever the portal asks for, in the form it asks for. The tax set is yours to define with your adviser, and usually covers share ownership, control, retained earnings, intercompany balances and how you personally draw money. Corporate evidence can also be relevant to eligibility, so tell counsel before you decide anything is purely a tax document.
Ask the adviser for their licence details and confirm them independently. Ask the employer for a decision by a fixed date and, in the meantime, assemble what both routes will need: proof of the engineering degree and experience, a clean immigration history and passports for everyone who will move.