For Business Tax Returns:

IMPORTANT: UPON COMPLETION OF ALL APPLICABLE PARTS OF THIS FORM YOU MUST CLICK THE "SUBMIT" BUTTON AT THE BOTTOM OF THE FORM TO SEND THIS INFO TO OUR OFFICE. CLOSING YOUR BROWSER BEFORE CLICKING THE "SUBMIT" BUTTON WILL DELETE ALL INFO WITHOUT SENDING TO US. IT SHOULD BE NOTED THAT UPON CLICKING THE SUBMIT BUTTON YOU WILL GET A CONFIRMATION EMAIL THAT WE RECEIVED YOUR INFO.

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This questionnaire has been divided into sections and may take you upto 30 minutes to complete. Organize all your tax documents and save yourself time when completing this form.

Are you a new or returning client? *

New Client

Returning Client

What year are you filing your taxes for? *

First Name *

Last Name *

Email *

Business Name *

Business Email

Business Phone

Business Address

Postal code

City *

State *

EIN

Ownership and Shareholder Information (For 1120/S and 1065)

List of Partners/Shareholders (Name, Ownership Percentage):

Nonprofit Information (For Form 990)

*Is the organization a private foundation?

Yes

Provide a brief description of the organization's mission and activities:

Have there been any tax notices or audits related to previous returns? *

Yes

Do you have any specific concerns or questions regarding this year's return? *

Please provide copies of the following documents: Income Statement, Balance Sheet, Prior Tax Return, Supporting Docs for Income and Expenses *

Income Statement, Balance Sheet, Prior Tax Return, Supporting Docs for Income and Expenses

Written Agreement *

Partnership agreement, articles of incorp, etc.

Please sign indicating:

Information provided is true to best of my knowledge. I give permission to use information to process my 2024 tax return.

Signature *

Clear