New Client Information Sheet - Business
Please Fill in All pertinent information
Business Name
*
First Name
Last Name
DBA:
FEIN #
*
Current Tax Classification
Address - Mailing
*
Street Address
Street Address Line 2
City
State / Province
Postal / Zip Code
Address - Legal (if different than mailing address):
Street Address
Street Address Line 2
City
State / Province
Postal / Zip Code
Phone #
*
E-mail
*
example@example.com
Do you have? If yes, provide.
Articles of Incorporation
Yes
No
IRS FEIN Letter
Yes
No
Operating/Shareholders Agreement
Yes
No
Prior Annual Report
Yes
No
Do you want us to be your registered agent?
Yes
No
Do you want us to file your annual report?
Yes
No
Do you want us to file your sales tax return?
Yes
No
Is the Address On Your Return Previous Return Correct
Yes
No
If yes, are they monthly, quarterly or annually?
How is accounting work done for you business(QB desktop, QBO, Other Software, Excel Spreadsheet, or Manual paperwork)?
Do you have payroll?
Yes
No
Who is your payroll processor?
Would you like One Solutions to be your payroll processor?
Yes
No
How did you hear of us?
Please Upload any items from the above list here
*
Submit
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