Returning Client Intake – Business Tax Return

Business Information

Legal Business Name *

First

Last

Date Business Started

We will use last year's data if left blank

Tax ID Number (EIN) *

Accounting Method (Cash or Accrual)

We will use last year's data if left blank

Entity Type / IRS Filing Status

We will use last year's data if left blank

Business Activity / What the company does:

We will use last year's data if left blank

Business Phone Number

We will use last year's data if left blank

Business Address

Address Line 1

Address Line 2

City

State

Zip Code

We will use last year's data if left blank

Tax Jurisdiction State (If different from Business Address)

We will use last year's data if left blank

Information of Signing Member / Owner

Name

First

Last

We will use last year's data if left blank

Date of Birth

We will use last year's data if left blank

Social Security Number (SSN)

We will use last year's data if left blank

Phone Number:

We will use last year's data if left blank

Email Address

We will use last year's data if left blank

Mailing Address

Address Line 1

Address Line 2

City

State

Zip Code

We will use last year's data if left blank

Owner / Partner Information

Please complete if there has been a CHANGE IN OWNERSHIP / Partners.

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.

Information losses)? Information

Business Credits

List applicable business tax credits:

Document Upload

Upload Income and expense documents, asset purchases, and other relevant documents (Required) *

Drag & Drop Files, Choose Files to Upload You can upload up to 20 files.

Have you been audited in the past?

Yes
No

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

Yes
No

Direct Deposit Information (Optional)

This is required to recieve any refunds per Executive Order 14247. If you do not provide this information, you will receive a notice from the IRC (Form CP53E) demanding bank information or an explanation why you require a physical check, BEFORE a refund is issued.

For refund or payment purposes:

Bank Name

Routing Number

Account Number

Checking
Savings