Client Intake Form – Business Tax Return

Business Information

Legal Business Name *

First

Last

Date Business Started *

Tax ID Number (EIN) *

Accounting Method (Cash or Accrual) *

Entity Type / IRS Filing Status *

Business Activity / What the company does:

Business Phone Number *

applicable losses)? of

Business Address *

Address Line 1

Address Line 2

City

State

Zip Code

Tax Jurisdiction State (If different from Business Address)

Information of Signing Member / Owner

Name *

First

Last

Date of Birth *

Social Security Number (SSN) *

Phone Number: *

Email Address *

Mailing Address *

Address Line 1

Address Line 2

City

State

Zip Code

Owner / Partner Information

Other Owners / Partners

Please click the "+" button next to Address field to add more owners/partners.

Name

First

Last

Entity Type

Tax ID Number / SSN

Address

Address Line 1

Address Line 2

City

State

Zip Code

Additional partners

Drag & Drop Files, Choose Files to Upload

If you have more than 4 partners / owners, please upload a speadsheet with the relevant info.

Business Credits

List applicable business tax credits:

Prior Year Tax Information

Copy of Last Year's Tax Return (Required) *

Drag & Drop Files, Choose Files to Upload

Insert random non sensative file if no prior tax returns

Have you been audited in the past?

Yes
No

Any carryover amounts (e.g., capital losses)?

Yes
No

Direct Deposit Information (Optional)

For refund or payment purposes:

Bank Name

Routing Number

Account Number

Checking
Savings